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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...
At the end of 2025, we asked if real estate would finally escape its Groundhog Day loop; have we just had another go around?
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.
As the secondary market for private equity has grown substantially over the past few years, understanding the drivers behind secondary returns has become increasingly complex. In this paper, we exa...
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...
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