Opinions

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Insight  |  April 14, 2025

Muzinich Weekly Market Comment: A Practical Bear Market Guide

If we relied solely on the Bloomberg World Large & Mid Cap Price Return Index, a rolling 5-day total return of +2.2% might suggest that all is well in the world. However, this average masks significant inter-period volatility.

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Snapshot  |  April 11, 2025

Muzinich Asset Allocation Group Monthly Update - April 2025

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

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EM Monthly  |  April 9, 2025

EM Monthly: The Brazil Paradox: Politics versus potential

Despite a challenging political backdrop, a supportive central bank and relatively solid sovereign metrics mean Brazil offers compelling opportunities in corporate credit, argue Warren Hyland and Marcos Räisänen

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Snapshot  |  April 9, 2025

Corporate Credit Snapshot - April 2025

Global credit had a mostly risk-off month in March.

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Insight  |  April 4, 2025

Muzinich Weekly Market Comment: Liberation or aberration?

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  |  April 2, 2025

Buy the dip or sell the rally?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the recent weakening in spread valuations.

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Insight  |  April 1, 2025

US investment grade: Safe haven or smart bet?

Despite uncertainty stemming from the US administration’s economic policies, US investment grade credit continues to show resilience. Anthony DeMeo and Eric Schure explain why they believe it remains a compelling allocation in an uncertain world.

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Insight  |  March 31, 2025

Muzinich Weekly Market Comment: The looming shadow of stagflation

In our latest roundup of the key developments in financial markets and economies, we look at the implications of a worrying deterioration of consumer spending.

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Insight  |  March 27, 2025

US private credit: Beware the blurring of the loans

With growing convergence between upper middle market private credit and the broadly syndicated loan market, the lower middle market could prove a valuable diversifier for investors, explains Michael Smith.

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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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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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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  |  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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