Podcast | November 14, 2023
Podcast - The potential benefits of Emerging Market Debt in a diversified portfolio
Muzinich's Head of Emering Market Credit, Warren Hyland gives an update on the Emerging Market Corporate Credit lanscape and the potential benefits of Emerging Market Debt in a diversified portfolio in our latest 3 Under 5 Podcast.
Podcast | November 7, 2023
Podcast - Muzinich Global Tactical Credit Strategy reaches 10 Year Anniversary
Muzinich's Co-Head of Public Markets, Mike McEachern gives an update on the Global Tactical Credit Strategy as it reaches its 10 year anniversay in our latest 3 Under 5 Podcast.
Insight | October 17, 2023
European High Yield – Opportunities for Active Managers
Increased convexity, limited supply and the return of dispersion we believe is resulting in a compelling opportunity in European high yield.
Podcast | October 13, 2023
Podcast - Muzinich Aviation Finance Explained
Muzinich's Global Head of Aviation Finance, Alok Wadhawan gives an update on the asset class in our latest 3 Under 5 Podcast.
Podcast | October 10, 2023
Podcast - Three reasons why investors might consider European High Yield
Portfolio Manager Thomas Samson discusses why investors might consider High Yield in our latest 3 Under 5 Podcast.
Snapshot | October 3, 2023
In Conversation: ESG in Emerging Markets - Applying sustainability factors to EM credit portfolios
Muzinich & Co’s new ‘In Conversation’ series seeks to uncover how our investment professionals approach specific elements in their investment strategies. Here we talk to Portfolio Manager Warren Hyland, who has been managing our emerging market strategies for 10 years.
Viewpoint | September 22, 2023
Staying in Short-Dated Credit as the Rate Curve Dis-Inverts
How will the dis-inversion of the yield curve impact credit investors?
Insight | August 4, 2023
US High Yield – Different This Time Around?
It’s been a strong year for US high yield with the market up close to 7% year to date1.
Podcast | July 19, 2023
Podcast - The Relationship between Interest Rates and Credit Spreads
Portfolio Manager Ian Horn discusses the relationship between interest rates and credit spreads with Erick Muller in our latest 3 Under 5 Podcast.
Insight | July 6, 2023
Where Are We in the Credit Cycle?
While credit markets have performed relatively well year to date, the macroeconomic backdrop, inflation and the reaction function of central banks remains uncertain. Mike McEachern discusses his thoughts on the key macro themes influencing credit markets and how he is positioning his multi-asset credit strategies to navigate this uncertain environment.
Insight | June 28, 2023
European Syndicated Loans – Three Reasons to Consider an Allocation
A rising interest rate environment, limited new issue supply and improving lending standards are likely to prove beneficial for the asset class, offering investors a potentially compelling entry point.
Insight | June 26, 2023
Lower Middle Market Private Credit – A Golden Vintage
How challenges in the US banking system could create an opportunity for lower middle market private credit investors.
Insight | June 21, 2023
Why Negative Correlation in Credit is Positive
The return of differentiated behaviour between investment grade and high yield could prove beneficial for investors in crossover strategies.
Insight | June 20, 2023
Private Debt – Opportunities in the Lower Middle Market
Ongoing bank disintermediation and tighter regulations have resulted in private lenders becoming a fixed part of the lending landscape. The US market is the most established, followed by Europe with the Asia Pacific catching up fast.
Viewpoint | April 27, 2023
Short Duration Credit – Consensus Should Not Drive Conviction
In times of uncertainty, we believe it makes sense to optimise return potential across a range of possible outcomes, rather than maximise it based on a particular scenario.
Insight | April 12, 2023
Fixed Maturity Portfolios – Time to Lock in Income?
How can investors seek to lock in potentially higher yields without taking undue credit risk?
Insight | April 12, 2023
In the space of a few weeks two iconic symbols of finance self-destructed.
Insight | March 31, 2023
Could the Tide be Turning for Asia Credit?
Following a difficult and challenging 2022, will 2023’s Year of the Rabbit characteristics of thoughtfulness and calm be reflected in the performance of Asia credit? Portfolio Manager Mel Siew discusses his outlook.
Insight | March 27, 2023
Emerging Market Corporates - Time to Reallocate?
The outlook for emerging markets appears to be improving, buoyed by China’s economic reopening, but it is important to focus on quality given ongoing uncertainties in the market.
Insight | February 22, 2023
Top Three Credit Themes for 2023
In what is shaping up to be a very different investment environment to 2022, three key themes are underpinning our multi-asset credit strategies.
Insight | January 31, 2023
5 Reasons to Consider Short Duration Credit
The potential for higher yields and protection from volatility make a compelling case for short duration bonds