Buyout, run-on or both? We believe DB pension funds have much to be optimistic about as they choose their endgame destination. As long-term investors, schemes can take a strategic approach to surpl...
How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.
Is investment grade corporate emerging market debt an asset class whose time has come?
Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.
A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election.
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