Critical intelligence on asset allocation and implementation across asset classes
Crédit systématique : seulement 6,5 % des encours obligataires, avec des moteurs de rendement diversifiés grâce à une sélection obligataire disciplinée.
Investors spent the week grappling with the price of resilience, as robust growth and rising energy costs complicated the outlook for inflation and interest rates, pushing bond yields to multi-year...
In the second part of our latest quarterly private market update, we present our newly formalised approach to dynamic asset allocation views and introduce our...
A review of the week’s top global economic and capital markets news.
In this episode of Dollars and Sense, we discuss how securitised credit can diversify portfolios and deliver resilient fixed income returns.
Higher inflation has been a dominant theme of the current decade. In addition to price shocks, it is being shaped by secular investment trends in infrastructure, defense spending, onshoring and the...
Large-cap growth has been difficult to ignore, delivering strong performance over the last few years. But the equity quilt below reminds us that no segment stays on top indefinitely. History shows...
Why we believe an active, flexible approach to fixed income may provide attractive income and improve resilience in portfolios.
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