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Insights

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Dec 17, 2025

All-weather resilience - 2026 emerging markets outlook

Emerging market credit enters 2026 supported by easing geopolitical risks, stable fundamentals and relatively appealing valuations, offering selective investment opportunities argues Warren Hyland.

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Dec 16, 2025

Roll down and Carry on - Credit investing in 2026

Tight credit spreads and strong fundamentals support disciplined positioning, favouring carry and high yield exposure to capture returns while managing risk, argue Erick Muller, Mike McEachern and Tatjana Greil-Castro.

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Dec 15, 2025

Muzinich Weekly Market Comment: Mission Accomplished

Although often the least discussed primary role of central banks, financial stability is rooted in their historic function as “lender of last resort” (LOLR), designed to maintain confidence in the financial and banking system.

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