Critical intelligence on asset allocation and implementation across asset classes
The size and duration of the oil-price shock are key variables in determining the ultimate impact. The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...
Disruptions to Middle Eastern energy markets – most critically around the Strait of Hormuz – have tightened supply and pushed prices higher.
Events in the Middle East are moving fast, but what does the ongoing conflict mean for investors and portfolios?
Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?
Portfolio Manager Chandan Khanna explains how global markets present a landscape of opportunity for equity investors despite macroeconomic headwinds.
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
An examination of why most portfolio-level energy and carbon metrics are misleading.
A healthy mix of income and growth potential may yield a more effective equity allocation. A disciplined multi-asset income strategy should draw from a broad range of asset classes, including a hea...
AI is driving dispersion in software. We analyse where CLO managers’ views are broadly aligned, where they diverge, and why active CLO manager selection remains key as bifurcation in the loans mark...
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