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Insights

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Feb 19, 2026

Discipline among disruption – private credit investing in the age of AI

AI is forcing investors to rethink business models and the embedded risks. For private credit, distinguishing durable cash flows from disruption risk has become critical, argue Rafael Torres and Gianpaolo Pellegrini.

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Feb 17, 2026

Asia Pacific private credit - Complexity creates opportunity

Supply chain reconfiguration, infrastructure needs and divergent banking behaviour are reshaping demand for capital, creating a landscape where complexity, selectivity and structure are defining the private credit opportunity set, argues Andrew Tan.

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Feb 16, 2026

Muzinich Weekly Market Comment: What Debt Problem?

Last week got off to a flying start, building on a strong close from US equities the preceding Friday (6th February) and gaining further momentum at the London open on Monday (9th February) with news from Japan that Prime Minister Sanae Takaichi’s gamble to dissolve the lower house and call a general election had paid off spectacularly, delivering a historic landslide for the Liberal Democratic Party (LDP).

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