Viewpoint | May 7, 2024
Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade market.
Podcast | April 23, 2024
Podcast - Technically Speaking on Emerging Markets
In the latest episode of the Muzinich Podcast, we focus on all things emerging markets with Muzinich portfolio manager Warren Hyland.
Insight | April 22, 2024
Will 2024 see a dash out of cash?
In our latest Q&A, Anthony DeMeo and Ian Horn discuss the prospects for investment-grade credit after a busy first quarter for the asset class.
Insight | April 16, 2024
EM Monthly: Technically Speaking
Portfolio managers Warren Hyland and Mel Siew discuss the key themes and topics in emerging markets and what investors should look out for in the month ahead.
Insight | April 9, 2024
Tighter for longer? The prospects for high yield
In our latest Q&A, Bryan Peterman and Thomas Samson share their thoughts on whether US and European high yield is expensive and the opportunities and risks of the looming maturity wall facing issuers.
Viewpoint | April 3, 2024
Close Up: What’s really going on with credit spreads?
Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade market.
Viewpoint | March 26, 2024
Small is beautiful: Opportunities in US direct lending
With higher rates and other pressures seeing US banks scaling back loans to small and medium-sized businesses, Michael Smith explains how private players can help fill the gap.
Analysis | March 25, 2024
Incremental yield: The hidden value in European high yield
Standard spread metrics might suggest value is hard to find right now in European high yield. But investors should also pay attention to current bond prices, as Jamie Cane explains.
Podcast | March 22, 2024
Muzinich UK Private Debt Special
Muzinich Co-Heads of UK Private Debt, Grant Davidson and John Clifford give an update on the UK Private Debt market and share their thoughts on the key considerations for investors in our latest Podcast.
Insight | March 21, 2024
EM Monthly: Have China’s policymakers done enough?
In the first of a new series, portfolio managers Warren Hyland and Mel Siew scan the emerging market universe to pick the stories investors need to know.
Viewpoint | March 19, 2024
Global Syndicated Loans: Four reasons the asset class could outperform again in 2024
After a stellar 2023, underpinned by supportive technicals and rising interest rates, will syndicated loans enjoy a repeat this year?
Viewpoint | March 8, 2024
Close Up: The Great Compression
In the first of a monthly visual series to explore key themes in the credit markets, portfolio manager Ian Horn looks at where he sees the best value in credit spreads, the impact of shortening market duration, and how flows are moving back into credit products.
Analysis | February 2, 2024
Staying in Short-Dated Credit to Potentially Take Advantage of Rate Curve Steepening
How will the normalization of the yield curve impact credit investors?
Viewpoint | January 30, 2024
The 5 Phases of US High Yield Energy
US high yield energy today potentially offers a compelling investment choice following over a decade’s worth of events that have shaped the sector.
Insight | January 24, 2024
Emerging Market Corporate Debt - 2024 Outlook
A positive macroeconomic backdrop, improving corporate fundamentals, limited supply, a majority local buyer base, attractive yields and expectations that defaults will remain range bound we believe make a compelling case for emerging market corporates in 2024.
Viewpoint | January 19, 2024
Private Debt - Opportunity in the Midst of Confusion
Trends in the global economy are likely to continue to make private debt a compelling investment choice in 2024.
Viewpoint | January 16, 2024
After a strong performance in 2023, what does the coming year have in store for US high yield and is this a good time to allocate?
Viewpoint | December 22, 2023
The Impact of Higher Rates on Developed Market High Yield: Headwind or Opportunity?
After over 18 months of interest rate hikes, developed market policy rates may have peaked. Rate cuts potentially turning into a tailwind would be good news for fixed income returns. In a ‘higher-for-longer’ environment, rates could stay elevated, which has implications for high yield issuers’ cost of refinancing and access to the primary bond market.
Viewpoint | December 12, 2023
Yield - A Gift That's Difficult to Ignore - 2024 Public Market Credit Outlook
We expect credit markets to offer generous total returns in 2024, amid positive carry and range bound credit spreads.
Podcast | November 28, 2023
Muzinich Enhancedyield Strategy reaches 20 Year Anniversary
Muzinich's Co-Head of Public Markets, Tatjana-Greil Castro gives an update on the Enhancedyield Strategy as it reaches its 20 year anniversary in our latest 3 Under 5 Podcast.
Podcast | November 21, 2023
The Muzinich Insurance Podcast
Please click to listen to our inaugural Insurance Podcast. Over a series of podcasts, we'll be tackling a range of insurance asset management topics, which we hope will provide useful insights for our insurance clients and contacts when thinking about their own investment decisions.