Markets Recon

Build an Active Bond Ladder with SPDR® MyIncome ETFs

1 day ago

Learn more about the first actively managed target maturity ETFs and how they can help investors build more effective bond ladders.

By State Street Global Advisors In Indexing / Passive, Fixed Income

Recession, inflation, and interest rates cuts: what does it all mean for markets?

1 day ago

Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates.

By Columbia Threadneedle Investments In Macro, Fixed Income, Equities

The Opportunity Cost of Rent Control

1 day ago

Between 2018 and 2022, a total of €9.5 billion was invested into the Irish residential sector by institutional investors, over €5 billion of which was deployed into pre- or early-stage construction...

By CBRE In Private Markets, Macro, Fixed Income, Equities

“We’re moving back into an environment that’s more conducive to hedge funds”

1 day ago

Hedge funds are seeing positive inflows this year, says UBP’s Nicolas Faller, who also talked to us about his preferences in terms of bond and equity investments.

By UBP In Industry, Thematic / Megatrends, Sustainability, Fixed Income, Equities

Digital asset staking through the lens of traditional yield-bearing instruments

2 days ago

In this paper, we collate and compare proof of stake digital assets with other yield-producing asset classes including fixed income, equities and real estate investment trusts (REITs).

By LSEG In Thematic / Megatrends, Private Markets, Fixed Income, Equities, Portfolio Construction

Emerging Market Debt Commentary: August 2024

2 days ago

In a strong month for emerging market local currency debt, in particular, returns were boosted by US dollar weakness and improving hopes for a soft landing.

By State Street Global Advisors In Emerging Markets, Fixed Income

In Credit Weekly Snapshot – September 2024

2 days ago

Our fixed income team provide their weekly snapshot of market events.

By Columbia Threadneedle Investments In Fixed Income

Jetro Siekkinen to speak on Standard Chartered’s emerging market debt panel

2 days ago

Jetro Siekkinen, Partner at LGT Capital Partners, will participate in Standard Chartered’s emerging market debt panel in Paris on 19 September 2024. Together with investors and issuers of debt inst...

By LGT Capital Partners In Emerging Markets, Fixed Income

Toronto Retail Rents Rise Amid Short Supply and Tenacious Consumers

2 days ago

Quality retail spaces are in short supply in the city and rents continue to rise as landlords cope with inflation, higher interest rates and property tax increases.

By CBRE In Private Markets, Macro, Fixed Income