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Insights

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Apr 13, 2026

Muzinich Weekly Market Comment: April

A fragile easing in geopolitical tensions has sparked a broad-based rebound across global markets, with risk assets rallying in line with strong seasonal tailwinds. However, rising inflation pressures and a more cautious central bank outlook suggest investors should remain selective - favouring credit over government bonds as the macro picture evolves. For investors, the fixed income allocation for April looks clear in our view: reduce exposure to government bonds and either rotate into or outright buy short-duration high yield and short-duration EM credit.

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Apr 09, 2026

Muzinich Asset Allocation Group Monthly Update - April 2026

Please click to watch our latest Asset Allocation Group video update for the month of April 2026.

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Apr 09, 2026

Corporate Credit Snapshot - April 2026

Global credit delivered negative returns in March, reflecting a period of spread widening on the back of the conflict in the Middle East and related concerns around oil prices.

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