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Insights

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Jan 26, 2026

Muzinich Weekly Market Comment: Return of the Bond Vigilante

After the fireworks of November, December kicked off on a decidedly quieter note. Our preferred sentiment index, the VIX, continued to decline, touching 15 - a level typically associated with stable markets.

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Jan 22, 2026

The Long & Short of it - Positioning for what comes next

As investors look ahead to 2026, credit markets remain calm on the surface, with tight spreads and strong technicals masking potential risks beneath the surface.

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Jan 21, 2026

Private debt in 2026 - The underserved rises

In a fragmented global economy, our heads of Private Debt across Pan-Europe, the US and Asia Pacific discuss the five key themes they expect to characterise the market in 2026.

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