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Insights

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Jun 22, 2026

Muzinich Weekly Market Comment: Micro is Back

It was an excellent week for micro, bottom-up investors, as the macro clouds that have overshadowed and frustrated our day-to-day work finally began to clear.

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Jun 15, 2026

Muzinich Weekly Market Comment: Holding the line - central banks face an inflationary test

With two central bank meetings and the fate of the Strait of Hormuz negotiations looming over markets, this is a week where patience will be tested and where the distinction between a policy inflection and a policy hold may matter a great deal.

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Jun 12, 2026

EM monthly - The politics of credit

Political headlines can be noisy, but institutional strength remains one of the most important drivers of sovereign creditworthiness. From Hungary and Colombia to Romania and Indonesia, political developments in 2026 are reshaping investment opportunities across emerging markets, with implications not only for sovereign bonds but also for the corporate issuers operating within them argues Warren Hyland.

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