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Einblicke

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Oct 19, 2026

Muzinich Weekly Market Comment: Occam’s Razor

China came back from Golden Week with good news on two fronts.

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Oct 16, 2026

EM monthly - Latin America makes the “Right Turn”

A political shift to the right is reshaping Latin America, raising expectations of more market-friendly policies, greater fiscal discipline and closer ties with Washington. With Brazil potentially the latest country to follow suit, could this realignment create a virtuous cycle of investment, growth and improving credit fundamentals across the region?

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Oct 14, 2026

Parallel lending: Five lessons learned

Gianluca Oricchio and Gianpaolo Pellegrini share five lessons from investing alongside Europe’s banks, covering bank partnerships, credit selection, portfolio construction and liquidity, and consider how the opportunity could evolve from here.

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