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Insights

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Aug 10, 2026

Muzinich Weekly Market Comment: Don’t forget the micro

Markets have started August on a strong footing, supported by easing geopolitical tensions and lower energy prices. But beneath the macro headlines, a broad-based global earnings upcycle may offer a more compelling explanation for record equity markets and resilient credit spreads.

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Aug 10, 2026

Corporate Credit Snapshot - August 2026

Global credit navigated a volatile backdrop in July, driven primarily by renewed geopolitical tensions in the Middle East.

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Aug 06, 2026

The spread curve is back

After years of unusually flat credit spread curves, the market is beginning to differentiate more clearly between short- and longer-dated risk. As issuance, rate uncertainty and technical factors reshape valuations, the front end continues to offer a compelling balance of carry and resilience argue Ian Horn and Eric Schure.

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