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Perspectivas

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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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Aug 03, 2026

Muzinich Weekly Market Comment: It could have been worse

July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasingly found themselves pricing uncertainty rather than simply fundamentals.

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Jul 30, 2026

Emerging Markets: The Half-Time Team Talk

What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework from his latest Emerging Markets Monthly, Half Time, to reflect on the first six months of the year and discuss the outlook for the remainder of 2026.

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