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Einblicke

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Oct 05, 2026

Muzinich Weekly Market Comment: Europe’s Widening Sovereign Divide

Rising bond yields are exposing growing divergence within European sovereign markets, as fiscal concerns drive spreads wider against Germany. While volatility is also weighing on credit, resilient growth and earnings could create opportunities for selective high-yield investors.

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Sep 29, 2026

AAA CLOs: High-quality floating rate income for a volatile rate environment

Against a backdrop of interest-rate uncertainty and government bond volatility, AAA CLOs offer investors the potential for attractive floating-rate income, high credit quality and limited interest-rate sensitivity, argues Sam McGairl.

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Sep 28, 2026

Muzinich Weekly Market Comment: The Long End Reprices

Strong economic data pushed US Treasury yields sharply higher as markets priced in a more persistent inflation outlook and further Fed tightening, while resilient growth helped keep credit spreads relatively contained.

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