Investment analysis for yield and duration-focused investors
Stay focused on carry amid inflation and growth risks.
Markets show little reaction to Starmer’s exit, pricing continuity. Labor dynamics point to weaker policy mix and higher bond risk premium.
• Despite persistent points of contention between Iran and the United States, the reopening of the Strait of Hormuz and the lifting of sanctions on Iranian oil have brought crude oil prices back...
Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.
Institutional investors are rethinking fixed income as public and private credit converge. Explore how portfolios are shifting toward a more flexible, outcome-driven approach.
Equities are showing resilience as markets flash caution. What does this divergence mean for investors?
AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...
It should not replace traditional bonds, but private credit offers suitable investors a diversified income source.
Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish...
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