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Perspectivas

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May 19, 2026

Rise above the noise

With yields reset and fiscal dynamics evolving, the fixed income opportunity set is changing. Tatjana Greil-Castro examines why participation, compounding and relative balance-sheet strength support a strategic allocation to corporate credit over sovereign bonds. As investors consider their own pension outcomes, short-dated, actively managed corporate credit can offer a defensive entry point with the potential to outpace inflation.

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May 18, 2026

Muzinich Weekly Market Comment: Thank you, Powell – a steady hand in unsteady times

As markets grapple with rising geopolitical tensions, persistent inflation and renewed uncertainty over the path of US interest rates, Jerome Powell exits the Federal Reserve after steering the global economy through one of the most volatile periods in modern history. This week’s market moves suggest his successor, Kevin Warsh, inherits a far more complicated inflation backdrop than many investors had anticipated.

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May 14, 2026

EM monthly - A safe port in a storm: the resilience of Asian credit

Asian credit is defying a challenging global backdrop, standing out as a source of relative strength. Mel Siew discusses what’s driving resilience in today’s market.

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