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Insights

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Oct 15, 2025

Corporates vs. sovereigns: why corporates have the edge

France shows why corporate bonds can beat sovereigns: some companies now borrow cheaper than the state itself.

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Oct 14, 2025

European high yield: A market built for active investors

Active management can unlock alpha in today’s European high yield market, argues Thomas Samson.

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Oct 13, 2025

Muzinich Weekly Market Comment: The Guidance of Financial Markets

There was little in the way of economic data this week with Golden Week in China, no central bank policy meetings (most are scheduled for the last week of October into the first week of November), and companies entering their blackout periods ahead of third-quarter earnings. Consequently, it was left to geopolitics to provide the entertainment, and to financial markets to offer guidance.

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