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Einblicke

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Nov 02, 2026

Muzinich Weekly Market Comment: Something for everyone: politics, central banks and resilient growth

Last week gave every corner of the market something to digest: Lula’s surprise re-election, a hung parliament in Israel and Lagarde’s early exit from the ECB; three major central banks on hold but eyeing December hikes; and strong growth and earnings, shadowed by growing unease over the AI cycle.

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Oct 27, 2026

Aviation finance – a new flightpath for investors

As traditional lenders become more selective, aviation’s growing financing needs are creating new opportunities for specialist private capital.

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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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