Opinions

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Viewpoint  |  November 27, 2024

European high yield: We need to talk about Sharpe ratios

Investors considering an allocation to European high yield should pay heed to the old adage that time in the market is a more prudent approach than trying to perfectly time their entry, argues Thomas Samson.

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Viewpoint  |  November 26, 2024

Where complexity meets flexibility: An introduction to Capital Solutions

Many companies in Europe urgently need transformation. Private capital can help, argues Carlo Bosco.

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Insight  |  November 25, 2024

Muzinich Weekly Market Comment: Are spreads too tight, or just right?

In our latest roundup of the key developments in financial markets and economies, we try to answer the big question on credit spreads.

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Viewpoint  |  November 18, 2024

Muzinich Weekly Market Comment: Make America Inflationary Again?

In our latest roundup of the key developments in financial markets and economies, we consider what Trump 2.0 could mean for inflation, interest rates and US Treasuries.

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Podcast  |  November 18, 2024

Turning the corner: The outlook for UK private debt

UK private debt faced considerable uncertainty in early 2024: uncertainty over interest rates; uncertainty on sponsor-driven M&A; and political uncertainty ahead of the general election. In the latest episode of the Muzinich podcast, our co-heads of UK private debt, Grant Davidson and John Clifford, give their thoughts on the state of the market and where it might go next.

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Snapshot  |  November 15, 2024

Muzinich Asset Allocation Group Monthly Update - November 2024

Please click to watch our latest Asset Allocation Group video update for the month of November 2024.

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Analysis  |  November 12, 2024

EM Monthly: Why globalisation 2.0 could favour emerging markets

Globalisation’s bumpy road is resulting in a new world order that could significantly benefit emerging markets, as Warren Hyland explains.

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Insight  |  November 11, 2024

Muzinich Weekly Market Comment: Fight Night!

In our latest roundup of the key developments in financial markets and economies, we explore the widening gulf between governments and central banks.

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Podcast  |  November 11, 2024

High yield: Carry me home

2024 has been quite the year for European high yield. So, what happens next? That’s the question portfolio manager Jamie Cane seeks to address in the latest episode of the Muzinich podcast.

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Snapshot  |  November 7, 2024

Corporate Credit Snapshot - November 2024

Global credit delivered mixed returns in October.

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Viewpoint  |  November 6, 2024

The Big Thaw: The path ahead for European private debt

After a challenging period for dealmaking, European private debt could be on the cusp of a recovery, as Kirsten Bode and Rafael Torres explain.

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Insight  |  November 4, 2024

Muzinich Weekly Market Comment: Bonds get bashed

In our latest roundup of the key developments in financial markets and economies, we explore the reasons for a significant sell off in government bond markets.

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Viewpoint  |  November 1, 2024

Getting technical on European high yield

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the factors behind the consistent performance of high yield this year.

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Analysis  |  October 25, 2024

Get real: Opportunities in infrastructure and real assets private debt

Like other parts of the world, Asia urgently needs capital to upgrade its infrastructure. Andrew Tan makes the case for investment in the underserved middle market.

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Viewpoint  |  October 23, 2024

High yield: The long and the short of it

With good carry but tight spreads, this could be the time for a hedged approach to high yield, argue Jamie Cane and Greg Temo.

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Viewpoint  |  October 22, 2024

Normal service resumes: The outlook for French private debt

After a challenging period, activity in the French private debt market is beginning to rebound, as Alexandre Millarini explains.

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Insight  |  October 9, 2024

What could the US election mean for credit?

With the US presidential election drawing near, what could be the impact of a Republican or Democrat victory on credit markets?

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Analysis  |  October 8, 2024

EM Monthly: Turkey macro rebalancing: halfway there?

After 15 years of policy missteps and time in the economic wilderness, change is afoot in Turkey. Warren Hyland looks at the country’s economic and political journey and assesses whether now is a good time to consider Turkish corporates.

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Analysis  |  October 3, 2024

Close Up: Is the compression trend going into reverse?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the recent decompression in European credit spreads.

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Analysis  |  September 19, 2024

EM Monthly: Insuring the future of emerging markets

Ongoing redistribution of wealth and changing demographics is leading to increasing investment opportunities in insurance companies.

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Insight  |  September 18, 2024

Not too hot, not too cold: 10 questions on syndicated loans

Alex Woolrich and Stuart Fuller discuss their thoughts on current trends in the European and US syndicated loans market.

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