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Insights

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Nov 18, 2025

Tracking China’s credit recovery

Tracy Zhao and Mel Siew review how Chinese credit has performed and where’s its headed, as the Chinese economy shows some green shoots.

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Nov 18, 2025

Private credit: cockroach or workhorse?

Recent headlines about a handful of private credit defaults have ignited a fierce debate in financial circles. If there’s one default, should we expect more? Like spotting a cockroach in the kitchen, some worry that a single sign of distress hints at deeper problems lurking unseen. Others view these incidents as isolated - the natural byproduct of credit investment. So, which is it? Is private credit the cockroach or the workhorse of modern finance? Tatjana Greil Castro provides her views in this article.

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Nov 17, 2025

Muzinich Weekly Market Comment: The US Shutdown Ends

Last week, the US federal government shutdown came to end. Investors now expect an avalanche of delayed data over the next few weeks to help fine-tune the market’s views of US economic momentum as we end the calendar year.

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