Investment analysis for yield and duration-focused investors
Nuveen's latest Energy Infrastructure Credit outlook explores the powerful forces reshaping America's energy landscape and the com...
The study provides unique insights into the investment objectives and behaviours of sovereign investors and central banks. This year, we surveyed 144 senior investment professionals from 90 soverei...
Stay focused on carry amid inflation and growth risks.
Markets show little reaction to Starmer’s exit, pricing continuity. Labor dynamics point to weaker policy mix and higher bond risk premium.
• Despite persistent points of contention between Iran and the United States, the reopening of the Strait of Hormuz and the lifting of sanctions on Iranian oil have brought crude oil prices back...
Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.
Institutional investors are rethinking fixed income as public and private credit converge. Explore how portfolios are shifting toward a more flexible, outcome-driven approach.
Equities are showing resilience as markets flash caution. What does this divergence mean for investors?
AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...
Copyright © 2026 Markets Recon. All Rights Reserved.