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Insights

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Sep 21, 2026

Muzinich Weekly Market Comment: First Time Ever

For the first time, the Federal Reserve, European Central Bank and Bank of Japan have all raised rates in the same month. With inflation risks back in focus, what does this synchronised shift towards tighter policy mean for fixed income investors?

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Sep 14, 2026

Muzinich Weekly Market Comment: Economic Reflation

It was a difficult week for investors. Only a portfolio of cash and oil - fully hedged into Japanese yen – would have come out ahead; an unlikely allocation, and barring it, few strategies managed to finish the week with a positive total return.

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Sep 09, 2026

Muzinich Asset Allocation Group Monthly Update - September 2026

Please click to watch our latest Asset Allocation Group video update for the month of September 2026.

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