Opinions

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Viewpoint  |  May 20, 2024

Weekly Market Comment: Sticky lingers?

In our latest roundup of developments in financial markets and economies, we consider what to make of a big week for inflation data.

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Viewpoint  |  May 15, 2024

EM Monthly - Going for growth

Portfolio managers Warren Hyland and Mel Siew discuss the key themes and topics in emerging markets and what investors should look out for in the month ahead.

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Podcast  |  May 14, 2024

Credit: Navigating the big squeeze

Spread compression has been a dominant theme in credit markets for much of the past two years. But with spreads already tight, can that continue? That is the big question we posed to portfolio managers Ian Horn and Thomas Samson in the latest episode of the Muzinich Podcast.

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Insight  |  May 13, 2024

Muzinich Weekly Market Comment: Make hay in May?

In our latest round-up of developments in financial markets and economies, we look back at a positive week for risk assets and consider whether the European economy has finally turned a corner.

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Snapshot  |  May 9, 2024

Muzinich Asset Allocation Group Monthly Update - May 2024

Please click to watch our latest Asset Allocation Group video update for the month of May 2024.

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Snapshot  |  May 8, 2024

Corporate Credit Snapshot - May 2024

Global credit generated negative returns as rates moved higher in April driven by sticky inflation prints.

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Insight  |  May 7, 2024

Muzinich Weekly Market Comment: Diplomacy, policymaker style

In our latest round-up of developments in financial markets and economies, we look back at a busy week for economic data and policymakers.

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Viewpoint  |  May 7, 2024

Close Up: Taking Stock

Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade market.

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Insight  |  April 29, 2024

Muzinich Weekly Market Comment: Inflation fears or growth greed?

In our latest round-up of developments in financial markets and economies, we look at what’s causing government bonds to underperform and what this means for risk assets.

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Podcast  |  April 23, 2024

Podcast - Technically Speaking on Emerging Markets

In the latest episode of the Muzinich Podcast, we focus on all things emerging markets with Muzinich portfolio manager Warren Hyland.

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Insight  |  April 22, 2024

Will 2024 see a dash out of cash?

In our latest Q&A, Anthony DeMeo and Ian Horn discuss the prospects for investment-grade credit after a busy first quarter for the asset class.

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Insight  |  April 16, 2024

EM Monthly: Technically Speaking

Portfolio managers Warren Hyland and Mel Siew discuss the key themes and topics in emerging markets and what investors should look out for in the month ahead.

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Insight  |  April 9, 2024

Tighter for longer? The prospects for high yield

In our latest Q&A, Bryan Peterman and Thomas Samson share their thoughts on whether US and European high yield is expensive and the opportunities and risks of the looming maturity wall facing issuers.

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Viewpoint  |  April 3, 2024

Close Up: What’s really going on with credit spreads?

Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade market.

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Viewpoint  |  March 26, 2024

Small is beautiful: Opportunities in US direct lending

With higher rates and other pressures seeing US banks scaling back loans to small and medium-sized businesses, Michael Smith explains how private players can help fill the gap.

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Analysis  |  March 25, 2024

Incremental yield: The hidden value in European high yield

Standard spread metrics might suggest value is hard to find right now in European high yield. But investors should also pay attention to current bond prices, as Jamie Cane explains.

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Podcast  |  March 22, 2024

Muzinich UK Private Debt Special

Muzinich Co-Heads of UK Private Debt, Grant Davidson and John Clifford give an update on the UK Private Debt market and share their thoughts on the key considerations for investors in our latest Podcast.

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Insight  |  March 21, 2024

EM Monthly: Have China’s policymakers done enough?

In the first of a new series, portfolio managers Warren Hyland and Mel Siew scan the emerging market universe to pick the stories investors need to know.

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Viewpoint  |  March 19, 2024

Global Syndicated Loans: Four reasons the asset class could outperform again in 2024

After a stellar 2023, underpinned by supportive technicals and rising interest rates, will syndicated loans enjoy a repeat this year?

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Viewpoint  |  March 8, 2024

Close Up: The Great Compression

In the first of a monthly visual series to explore key themes in the credit markets, portfolio manager Ian Horn looks at where he sees the best value in credit spreads, the impact of shortening market duration, and how flows are moving back into credit products.

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Analysis  |  February 2, 2024

Staying in Short-Dated Credit to Potentially Take Advantage of Rate Curve Steepening

How will the normalization of the yield curve impact credit investors?

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