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Einblicke

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Apr 01, 2026

Emerging Markets Credit: Why Now?

We are pleased to share the first episode in our three-part series, exploring the evolving opportunity set across emerging market credit. Joined by Warren Hyland, we discuss the key drivers shaping the asset class today, from positioning dynamics and global liquidity to regional growth trends, against a backdrop of heightened market volatility in recent weeks.

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Mar 30, 2026

Muzinich weekly market comment: Weather station view

We are now four weeks into the Iran conflict, which began on 28 February. What makes this episode uniquely difficult to assess – both in terms of its duration and its ultimate economic impact – is a pair of structural characteristics that set it apart from the most recent event market shocks.

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Mar 23, 2026

Muzinich Weekly Market Comment: NOT GFC 2.0

It was another turbulent week for financial markets, with geopolitical developments continuing to overshadow earnings and economic data. However, we did gain our first read on how central banks view the impact of the conflict on their economies, with eleven policy meetings held over the course of the week.

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