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Insights

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May 05, 2026

Muzinich Weekly Market Comment: On the starting blocks

As conflict-driven energy shocks ripple through economies, the world’s leading central banks remain on the starting blocks – poised but cautious, holding rates steady as they await clearer signals. Credit markets, by contrast, have already sprung into motion, proving resilient and closely tracking their usual seasonal patterns.

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Apr 27, 2026

Muzinich weekly market comment: The Long Game

Markets navigated a complex backdrop, as a fragile Middle East ceasefire and ongoing Strait of Hormuz disruption kept energy prices elevated and investors cautious. With inflation risks resurfacing, rate expectations shifting and growth signals diverging globally, the environment reinforces the importance of maintaining a long-term perspective amid short-term uncertainty.

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Apr 23, 2026

Market neutral - Why standing still in credit may carry more risk than investors realise

As volatility returns to credit markets and dispersion increases, a market neutral approach offers investors a way to stay invested while reducing reliance on market direction and capturing relative value opportunities, argues portfolio manager Jamie Cane.

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