Podcast  |  November 28, 2023

Muzinich Enhancedyield Strategy reaches 20 Year Anniversary

Muzinich's Co-Head of Public Markets, Tatjana-Greil Castro gives an update on the Enhancedyield Strategy as it reaches its 20 year anniversary in our latest 3 Under 5 Podcast.


Insight  |  November 27, 2023

Muzinich Weekly Market Comment - November 27th 2023

Last week, government bond yields were slightly lower, corporate credit markets generated positive total returns, oil prices were lower, and equity markets ended the week with gains in the 1% range.


Podcast  |  November 21, 2023

The Muzinich Insurance Podcast

Please click to listen to our inaugural Insurance Podcast. Over a series of podcasts, we'll be tackling a range of insurance asset management topics, which we hope will provide useful insights for our insurance clients and contacts when thinking about their own investment decisions.


Insight  |  November 20, 2023

Muzinich Weekly Market Comment - November 20th 2023

Risk on. The rally in government bonds continued for a second week; month-to-date, 30-year yields were 50 basis points (bps) lower in both the US and Germany. Corporate credit markets continued to keep pace with government debt, with US Dollar denominated credit outperforming.


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.


Insight  |  November 13, 2023

Muzinich Weekly Market Comment - November 13th 2023

Markets delivered mixed results last week. Government bond curves flattened (with the front-end underperforming), corporate credit markets performed strongly, and credit spreads were tighter in both investment grade and high yield markets.


Snapshot  |  November 10, 2023

Muzinich Asset Allocation Group Monthly Update - November 2023

Please click to view our latest Asset Allocation Group video update for the month of November 2023.


Snapshot  |  November 7, 2023

Corporate Credit Snapshot

US credit delivered negative returns in October driven largely by continued domestic economic strength.  This caused investors to reassess their view on rates; the market reaction was mostly bearish, with investors having concluded that the above trend growth and tight labor market could interrupt the disinflation trend and force the FOMC (Federal Open Market Committee) to tighten monetary policy further.


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  |  November 6, 2023

Muzinich Weekly Market Comment - 6th November 2023

Last week capital markets were strong, except for energy prices, which fell. Government bonds rallied, with longer tenors outperforming; the 30-year US Treasury was -30 basis points (bps) lower for the week.


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.

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