Investment analysis for yield and duration-focused investors
See which countries lead ESG in 2026, how governance shapes outcomes, and why cybersecurity is now a sovereign risk factor.
Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
Our H2 outlook for Asian and emerging-market USD credit highlights the strong tailwinds of higher global spending, solid fundamentals and domestic savings.
Inflation, potential monetary tightening and the Iran conflict have pushed bond yields higher.
Market volatility has created a compelling entry point in Business Development Companies (BDCs), where discounted valuations and resilient fundamentals offer liquid access to private credit, althou...
Following several years of deleveraging and defensive balance sheet management, companies are increasingly pursuing mergers and acquisitions (M&A) to drive growth, secure scale and strengthen compe...
April 2026 net performance was negative -0.08%. As the Middle East conflict between the US, Israel and Iran entered its second month, confusion continued to beset the market and central bankers alike.
Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting cred...
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