Critical intelligence on asset allocation and implementation across asset classes
Europe is entering a new phase of massive investment, driven by historic decisions to rearm and modernize infrastructure, announced in particular by Germany and the European Commission. This decisi...
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses key spending, employment and other policy factors he is following as we look forward to 2026.
Labor market risks persist despite headline surprises; global inflation trends and fiscal stimulus shape policy outlooks for US, UK, and Japan.
The airline insurance sector finds itself facing a conundrum: several incidents in 2025 should push rates up, but abundant capacity continues to keep increases in check.
Private US CRE offers diversification, inflation protection, steady income, and low correlation to public markets. Explore market trends, sector opportunities, and investment strategies in this whi...
LVLN’s index was designed to provide leveraged loan exposure that closely aligns with the performance contour of the asset class.
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, their rate-cut outlook, and portfolio positioning in today’s environment.
The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for d...
We examine our exposure to long-term U.S. Treasuries across the glide path, given their strong investment value before implementation factors.
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