Investment analysis for yield and duration-focused investors
As oil surged above $100 and bond yields climbed to multi-year highs, equities held up remarkably well, leaving investors to reconcile two very different messages from financial markets.
Strong issuance is transforming European securitised markets. New opportunities are emerging across CMBS and CLOs, alongside greater differentiation between collateral, deals and in CLOs, managers.
Explore how institutional investors can build resilient alternative credit portfolios in the second half of 2026 across direct len...
By: StepStone Insurance Solutions Key takeaways Traditional drawdown insurance dedicated funds (IDFs) create a deployment lag (the J-curve) inside private placement life insurance (PPLI), co...
Following political change and economic reforms, Venezuela’s recovery was disrupted by devastating earthquakes, worsening fiscal and debt challenges. Ryan Boyle explains.
Elevated mortgage rates and high inventory levels are keeping the new-home market in a holding pattern, with buyers priced out and builders showing little interest in cutting production.
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Learn how Hong Kong regulates tokenised funds, including custody, issuance, trading, and how they compare with conventional investment funds.
As markets head into the second half, resilient fundamentals and supportive technicals continue to underpin emerging market credit. Warren Hyland takes stock of an eventful first six months and set...
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