Investment analysis for yield and duration-focused investors
After years of technology dominance, market leadership appears to be shifting. Will it last? The artificial intelligence (AI) trade that has dominated equity markets in recent years is showing sign...
Focus on the Funding Sources for Consumption Tax Cuts and the Scale of Growth InvestmentConcerns persist in the bond...
Churchill Asset Management explores middle market private credit opportunities, GP solutions, and why discipline and manager selec...
As expected, the Bank of England’s Monetary Policy Committee (MPC) kept rates on hold at 3.75% on Thursday.
The rising stress in private credit highlights the importance of differentiation.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland.
CI GAM Economist Neil Shankar analyzes the March 18 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.
The European high yield bond market has been relatively well insulated from recent concerns over AI’s potential impact on the software sector. In this week’s Bond Bulletin, we explore European high...
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