Investment analysis for yield and duration-focused investors
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q2 2025. Read more
Churchill Asset Management explores middle market private credit opportunities, GP solutions, and why discipline and manager selec...
Private Credit: Systemic Risk?
Applying the LIVES framework may help make sense of today’s market regime, shaped by tightening liquidity, rising capital costs and concentrated earnings. While structural drivers remain intact, AI...
Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...
Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.
Record ETF flows highlight concentrated equity positioning and strong fixed income demand as investors navigate resilient earnings and rising macro uncertainty.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
No longer a niche exposure, emerging market debt has become a key allocation that offers income, diversification, and a growing role in investment portfolios.
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