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Insights

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Oct 27, 2025

Muzinich Weekly Market Comment: “Wait-and-See” Mode

Investors spent most of the week in “wait-and-see” mode, ready to adjust expectations and positions as headlines on domestic and geopolitical developments, growth and inflation data and banking and corporate earnings were expected to offer more clarity on the roadmap ahead for the global economy and asset prices.

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Oct 20, 2025

Muzinich Weekly Market Comment: Deals done, and not

This past week, market saw increased volatility, but also optimism, driven by deals done and in progress. On the diplomatic front, the Israel-Hamas ceasefire appears to have given President Trump some bandwidth to seek resolutions for the Ukraine-Russia war.

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Oct 15, 2025

Corporates vs. sovereigns: why corporates have the edge

France shows why corporate bonds can beat sovereigns: some companies now borrow cheaper than the state itself.

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