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Portfolio Manager Michael Marzouk discusses the macro signals he is watching, the case for floating-rate income, and why credit selection remains critical after 15 years of managing through changin...
Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...
A look at the resilient global economy, evolving market opportunities, and key risks shaping the investment outlook.
For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...
“The Committee will deliver price stability.”
Read our review of equity and bond markets for the second quarter of 2026. Explore the key macroeconomic events of Q2 and find out our latest views on the global markets.
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