Opinions

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Insight  |  March 25, 2025

Beyond boundaries: The power of multi-asset credit investing

The ability to allocate across geographies, sectors and sub-asset classes can offer investors the potential for compelling returns and diversified credit exposure inside a single portfolio, argues Mike McEachern.

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Insight  |  March 24, 2025

Muzinich Weekly Market Comment: Puts in play

In our latest roundup of the key developments in financial markets and economies, we look back at a busy week for central banks amidst heightened geopolitical risk.

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Insight  |  March 17, 2025

Muzinich Weekly Market Comment: Never wake a sleeping bear

In our latest roundup of the key developments in financial markets and economies, we look back at another week marred by trade tensions and an ominous US dollar statistic.

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Snapshot  |  March 12, 2025

Muzinich Asset Allocation Group Monthly Update - March 2025

Please click to watch our latest Asset Allocation Group video update for the month of March 2025.

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Snapshot  |  March 11, 2025

Corporate Credit Snapshot - March 2025

Global credit delivered positive returns across the board in February.

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EM Monthly  |  March 11, 2025

EM Monthly: Black gold

With the oil price a key underlying contributor to emerging market portfolios, Vladimir David and Warren Hyland discuss how geopolitical and macroeconomic factors might determine its direction in 2025.

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Insight  |  March 10, 2025

Muzinich Weekly Market Comment: Follow my lead

In our latest roundup of the key developments in financial markets and economies, we compare the management styles of the Chinese, German and US administrations.

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Close Up  |  March 6, 2025

Is the market’s love for the US waning?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the recent divergence between US and European bond markets.

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Insight  |  March 3, 2025

Muzinich Weekly Market Comment: The common thread

In our latest roundup of the key developments in financial markets and economies, we look back on a month in which market sentiment was largely driven by one factor: tariffs.

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Insight  |  February 26, 2025

European high yield: Rising dispersion, a welcome diversion

Tight credit spreads don’t mean a lack of opportunities in European high yield; investors just need to work harder to find them, argue Thomas Samson and Jamie Cane.

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Insight  |  February 21, 2025

European private debt: Good things come in small packages

While upper-middle market companies navigate headwinds caused by global trade uncertainty, their lower middle market counterparts are proving remarkably resilient, explain Kirsten Bode and Rafael Torres.

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Insight  |  February 19, 2025

Fixed maturity portfolios: Lock in yields while you still can

Joseph Galzerano and Richard Smith answer five questions on why fixed maturity portfolios aim to offer investors an opportunity to lock in attractive yields, manage risk effectively and enjoy greater visibility on returns, all while navigating today’s shifting interest rate environment.

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EM Monthly  |  February 14, 2025

EM Monthly: Fear of the snake

The year of the snake may be prescient in determining how Eastern economies respond to a second Trump term and the uncertainties it may bring, as Mel Siew explains.

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Insight  |  February 13, 2025

Asia private credit: Unlocking the complexity premium

With ever-tighter spreads in some parts of the Asian private debt market, the ability to navigate more complex situations could become increasingly important in unlocking returns, argue Andrew Tan and Jieying Huang.

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Insight  |  February 11, 2025

US High Yield: Forget about spreads, focus on yields

Higher yields should continue to offset tight spreads in what could be another constructive year for US high yield, argue Kevin Ziets, Bryan Petermann and John Colantuoni.

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Insight  |  February 7, 2025

Accept what you can’t control, master what you can

Investors worried about rising uncertainty may consider an allocation to short-duration credit, argues Tatjana Greil-Castro.

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Close Up  |  February 6, 2025

Europe looks cheap, so what’s the catch?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn shines a light on how investors can capture the spread premium in the European investment-grade market.

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Podcast  |  February 4, 2025

Podcast - Global Investment Grade: Duration and Beyond

In the latest edition of the Muzinich podcast, portfolio managers Ian Horn, Anthony De Meo and Corentin Tarlier discuss the key features of the Muzinich Global Market Duration Investment Grade strategy as it celebrates its first anniversary.

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Insight  |  January 28, 2025

Place your bets

Wars, rate hikes and political risk may not have derailed the stock market’s continued ascent, but investors should heed the warning signs, as George Muzinich explains.

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Podcast  |  January 13, 2025

UK Private Debt Podcast: Northern Lights

In the latest edition of the Muzinich Podcast, James Adams, a Manchester-based director in our UK private debt team, discusses the key characteristics of the market in Manchester and the North of England and opportunities for investors.

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Close Up  |  January 7, 2025

Can spreads tighten further in 2025?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn attempts to answer the big question on the minds of bond investors heading into 2025.

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