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Insights

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Feb 03, 2026

Technical tailwind for US investment grade?

Rising demand for agency MBS could compress spreads further, strengthening the relative appeal of US investment grade credit at the margin, argue Ian Horn and Eric Schure.

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Feb 02, 2026

Muzinich Weekly Market Comment: Hedging the US Dollar

One month in, the long end of the government bond curve has underperformed – with the Japanese government bond curve steepening the most – while European government bonds outperformed their US peers across the curve. Corporate credit was a clear winner in fixed income, with emerging-market high yield as the standout performer. Within the investment grade space, European credit was the place to be, helped by its relative sovereign performance.

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Jan 29, 2026

Opportunities beyond the crowded core

In an increasingly competitive market, disciplined execution and a focus on the lower middle market remains critical to preserving capital and long-term returns, argue Kirsten Bode and Rafael Torres.

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