Investment analysis for yield and duration-focused investors
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...
By staggering maturities over time, ladders can help investors avoid reinvesting large portions of a portfolio at a single point in the rate cycle while maintaining visibility into future cash flows.
In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...
Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
Bond yield metrics can help investors assess the risk/reward profile of fixed income investments. Learn how to assess a bond’s yield relative to your goals.
As GMP swelled to record highs, asset weights shifted: equity weights fell, bonds grew, and alternatives surged, signaling changing investor priorities.
Copyright © 2026 Markets Recon. All Rights Reserved.
