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Insights

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Jan 29, 2026

Opportunities beyond the crowded core

In an increasingly competitive market, disciplined execution and a focus on the lower middle market remains critical to preserving capital and long-term returns, argue Kirsten Bode and Rafael Torres.

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Jan 26, 2026

Muzinich Weekly Market Comment: Return of the Bond Vigilante

After the fireworks of November, December kicked off on a decidedly quieter note. Our preferred sentiment index, the VIX, continued to decline, touching 15 - a level typically associated with stable markets.

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Jan 22, 2026

The Long & Short of it - Positioning for what comes next

As investors look ahead to 2026, credit markets remain calm on the surface, with tight spreads and strong technicals masking potential risks beneath the surface.

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