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Insights

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Jun 01, 2026

Muzinich Weekly Market Comment: Bittersweet

May delivered strong returns and a renewed appetite for risk, but beneath the optimism lies an increasingly complex reality. While hopes of a US-Iran agreement have eased pressure on energy markets, investors and policymakers must now grapple with the prospect that higher energy prices and tighter supply conditions may prove more persistent than previously assumed.

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May 28, 2026

Paid to wait: double-digit income at a discount in BDCs

Market volatility has created a compelling entry point in Business Development Companies (BDCs), where discounted valuations and resilient fundamentals offer liquid access to private credit, although selective, active allocation remains critical argues Ji He.

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May 26, 2026

Muzinich weekly market comment: Economic divergence

As market momentum fades and inflation surprises ease, a growing divergence between the US and Europe is coming into sharper focus. While AI-driven investment continues to support US growth and reinforce expectations for tighter policy, weakening activity across Europe is raising concerns over stagnation and narrowing central bank options.

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