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Insights

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Aug 18, 2026

High yield’s AI era: Assessing the data center buildout

The rapid growth of data-center issuance is reshaping the US high yield market. While echoes of previous investment cycles remain, contracted cashflows and stronger counterparties are creating opportunities for investors able to navigate construction and credit risk.

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Aug 17, 2026

Muzinich Weekly Market Comment: August Lull

Second-quarter earnings season kicked off last week and seems to have done what the markets needed it to do: provide an anchor of company-specific fundamentals against a backdrop of geopolitical noise.

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Aug 10, 2026

Muzinich Weekly Market Comment: Don’t forget the micro

Markets have started August on a strong footing, supported by easing geopolitical tensions and lower energy prices. But beneath the macro headlines, a broad-based global earnings upcycle may offer a more compelling explanation for record equity markets and resilient credit spreads.

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