Investment analysis for yield and duration-focused investors
Back in January, the dominant narrative in private credit was that negative headlines pointed to isolated events and a normalisation of flows, not systemic credit stress. Today, the picture is evol...
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
Gold’s role in Fixed Income portfolios has shifted over the past three years, making diversification less dependable amidst a broader repricing of structural risks, including fiscal sustainability,...
The long-term strength of our Asia and Swiss fixed income strategies are reflected in the performance-based awards.
Assets sent to the money markets due to the Iran conflict might stay for the yields.
Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital, returns to Gemcast to unpick the cracks showing in developed market private credit – from rising concentration risk and coven...
Private credit under pressure but opportunities still exist.
We are pleased to share the first episode in our three-part series, exploring the evolving opportunity set across emerging market credit. Joined by Warren Hyland, we discuss the key drivers shapin...
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