Insight | April 1, 2025
US investment grade: Safe haven or smart bet?
Despite uncertainty stemming from the US administration’s economic policies, US investment grade credit continues to show resilience. Anthony DeMeo and Eric Schure explain why they believe it remains a compelling allocation in an uncertain world.
Insight | March 27, 2025
US private credit: Beware the blurring of the loans
With growing convergence between upper middle market private credit and the broadly syndicated loan market, the lower middle market could prove a valuable diversifier for investors, explains Michael Smith.
Insight | March 25, 2025
Beyond boundaries: The power of multi-asset credit investing
The ability to allocate across geographies, sectors and sub-asset classes can offer investors the potential for compelling returns and diversified credit exposure inside a single portfolio, argues Mike McEachern.
EM Monthly | March 11, 2025
With the oil price a key underlying contributor to emerging market portfolios, Vladimir David and Warren Hyland discuss how geopolitical and macroeconomic factors might determine its direction in 2025.
Close Up | March 6, 2025
Is the market’s love for the US waning?
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the recent divergence between US and European bond markets.
Insight | February 26, 2025
European high yield: Rising dispersion, a welcome diversion
Tight credit spreads don’t mean a lack of opportunities in European high yield; investors just need to work harder to find them, argue Thomas Samson and Jamie Cane.
Insight | February 21, 2025
European private debt: Good things come in small packages
While upper-middle market companies navigate headwinds caused by global trade uncertainty, their lower middle market counterparts are proving remarkably resilient, explain Kirsten Bode and Rafael Torres.
Insight | February 19, 2025
Fixed maturity portfolios: Lock in yields while you still can
Joseph Galzerano and Richard Smith answer five questions on why fixed maturity portfolios aim to offer investors an opportunity to lock in attractive yields, manage risk effectively and enjoy greater visibility on returns, all while navigating today’s shifting interest rate environment.
EM Monthly | February 14, 2025
The year of the snake may be prescient in determining how Eastern economies respond to a second Trump term and the uncertainties it may bring, as Mel Siew explains.
Insight | February 13, 2025
Asia private credit: Unlocking the complexity premium
With ever-tighter spreads in some parts of the Asian private debt market, the ability to navigate more complex situations could become increasingly important in unlocking returns, argue Andrew Tan and Jieying Huang.
Insight | February 11, 2025
US High Yield: Forget about spreads, focus on yields
Higher yields should continue to offset tight spreads in what could be another constructive year for US high yield, argue Kevin Ziets, Bryan Petermann and John Colantuoni.
Insight | February 7, 2025
Accept what you can’t control, master what you can
Investors worried about rising uncertainty may consider an allocation to short-duration credit, argues Tatjana Greil-Castro.
Close Up | February 6, 2025
Europe looks cheap, so what’s the catch?
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn shines a light on how investors can capture the spread premium in the European investment-grade market.
Podcast | February 4, 2025
Podcast - Global Investment Grade: Duration and Beyond
In the latest edition of the Muzinich podcast, portfolio managers Ian Horn, Anthony De Meo and Corentin Tarlier discuss the key features of the Muzinich Global Market Duration Investment Grade strategy as it celebrates its first anniversary.
Insight | January 28, 2025
Wars, rate hikes and political risk may not have derailed the stock market’s continued ascent, but investors should heed the warning signs, as George Muzinich explains.
Podcast | January 13, 2025
UK Private Debt Podcast: Northern Lights
In the latest edition of the Muzinich Podcast, James Adams, a Manchester-based director in our UK private debt team, discusses the key characteristics of the market in Manchester and the North of England and opportunities for investors.
Close Up | January 7, 2025
Can spreads tighten further in 2025?
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn attempts to answer the big question on the minds of bond investors heading into 2025.
Insight | January 6, 2025
Private Debt Outlook 2025: Good things come to those who wait
Investors’ search for yield should be good news for direct lending globally in 2025, as our heads of private debt explain.
Insight | December 19, 2024
Corporate Credit Outlook 2025: All about yield (still)
Our investment teams set out the key themes credit investors should look out for in 2025.
EM Monthly | December 13, 2024
EM in 2025: What doesn’t break you makes you stronger
Years of macroeconomic and geopolitical headwinds have had an unexpectedly positive effect on emerging market corporates, potentially setting them up for a strong 2025, argues Warren Hyland.
Insight | December 4, 2024
Parallel lending: The next frontier for private credit
Lending partnerships between asset managers and European banks may lead to low-risk, highly diversified private debt portfolios and potentially attractive returns for investors, argue Gianluca Oricchio and Gianpaolo Pellegrini.