Investment analysis for yield and duration-focused investors
Bond yield metrics can help investors assess the risk/reward profile of fixed income investments. Learn how to assess a bond’s yield relative to your goals.
As GMP swelled to record highs, asset weights shifted: equity weights fell, bonds grew, and alternatives surged, signaling changing investor priorities.
After a few years of decline, global debt-to-GDP ratios ticked up in 2025. Gains were concentrated in emerging economies, often from low levels (elevated ratios remain largely a developed world pro...
In this episode, Grover Burthey, Portfolio Manager and Vicki Gedge, Credit Research Analyst, discuss how sustainable investing has evolved and what that means for fixed income investors today
As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister, how much fiscal wiggle room does he actually have?
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...
Explore how investors can capitalize on European real estate's post-correction recovery by choosing levered debt strategies that a...
The Northern Trust Economics team shares an outlook for U.S. growth, inflation, employment and interest rates.
Copyright © 2026 Markets Recon. All Rights Reserved.
