Critical intelligence on asset allocation and implementation across asset classes
With traditional equity-bond diversification under strain – and global equity markets looking increasingly concentrated – is now the time for insurers to consider infrastructure equity?
Markets are serving a full feast in 2025—stocks, bonds, and commodities. See what investors piled on their plates in November and why diversification wins.
Sitting between private debt and equity, hybrid investments are increasingly in demand as companies continue to face higher borrowing costs, limited access to traditional debt and volatile capital...
Markets enter 2026 with high hopes but little room for error. See why tight spreads, Fed bets, and AI optimism shape our fixed-income outlook.
Our fixed income outlook reflects a preference for sovereigns over credit, while the EM debt opportunity warrants attention. Discover what awaits in 2026.
Alternatives offer income, diversification, and growth as traditional portfolios face rich valuations, correlations, and shifting policy uncertainty in 2026.
US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance col...
With the bull market charging ahead, the new year calls for strategies that embrace continuity and growth—while building portfolio resilience.
Mitigate risk and seek opportunities with portfolios anchored by stocks and bonds, reinforced by alternatives, and supported by multi-asset strategies.
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