EM Monthly | March 19, 2026
EM monthly - Ten reasons to invest in emerging markets
Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland.
Insight | March 4, 2026
Why credit markets offer greater control during disruption
As investors reassess business model durability, capital intensity and long-term monetisation, market narratives have become more volatile and polarised.
Podcast | February 24, 2026
Parallel Lending Explained: Accessing European Private Credit Alongside Banks
Private credit continues to evolve, with banks and asset managers increasingly working together to finance the European middle market. In the latest episode of the Muzinich Podcast, we discuss how investing alongside banks can provide differentiated access to senior secured lending opportunities.
Insight | February 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.
Insight | February 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.
EM Monthly | February 10, 2026
EM monthly - The global implications of Venezuela's political transition
How will Venezuela’s political reset impact oil markets, regional power dynamics and US foreign policy priorities, asks Warren Hyland.
Insight | February 4, 2026
US private credit - The lower middle market - the one less travelled by
In an environment of heightened competition and macro uncertainty, the lower middle market stands out as a structurally underserved segment in private credit, offering greater control, stronger protections and more resilient returns, argues Jens Ernberg.
Close Up | February 3, 2026
Technical tailwind for US investment grade?
Rising demand for agency MBS could compress spreads further, strengthening the relative appeal of US investment grade credit at the margin, argue Ian Horn and Eric Schure.
Insight | January 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.
Podcast | January 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.
Insight | January 21, 2026
Private debt in 2026 - The underserved rises
In a fragmented global economy, our heads of Private Debt across Pan-Europe, the US and Asia Pacific discuss the five key themes they expect to characterise the market in 2026.
Insight | December 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.
Insight | December 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.
Close Up | December 4, 2025
Technology – challenges can create opportunities
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses recent news flow around technology companies and how opportunities can be found amongst uncertainty.
Insight | November 25, 2025
Parallel lending: A disciplined path to resilient credit
By aligning with regulated bank standards, we believe parallel lending offers a transparent and resilient alternative within a market under increasing scrutiny, argues Gianluca Oricchio.
EM Monthly | November 18, 2025
Tracking China’s credit recovery
Tracy Zhao and Mel Siew review how Chinese credit has performed and where’s its headed, as the Chinese economy shows some green shoots.
Insight | November 18, 2025
Private credit: cockroach or workhorse?
Recent headlines about a handful of private credit defaults have ignited a fierce debate in financial circles. If there’s one default, should we expect more? Like spotting a cockroach in the kitchen, some worry that a single sign of distress hints at deeper problems lurking unseen. Others view these incidents as isolated - the natural byproduct of credit investment. So, which is it? Is private credit the cockroach or the workhorse of modern finance? Tatjana Greil Castro provides her views in this article.
Close Up | November 5, 2025
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses the divergence between the performance of single-B rated European bonds versus their higher rated peers.
Insight | November 4, 2025
In-depth knowledge of underlying holdings is key to riding out periods of uncertainty and volatility, argue Tatjana Greil-Castro, Kirsten Bode and our team of public and private market investment professionals.
Insight | October 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.
Insight | October 14, 2025
European high yield: A market built for active investors
Active management can unlock alpha in today’s European high yield market, argues Thomas Samson.