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Aperçus

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Sep 23, 2026

The hidden return in high yield

Much of the European high yield market is trading below par again - headline yield does not show what a potential early call is worth.

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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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