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Insights

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Jul 14, 2025

Muzinich Weekly Market Comment: Copper blues

In our latest roundup of key developments in markets and economies, we look back on another week dominated by tariff headlines.

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Jul 11, 2025

Still exceptional: Why US assets continue to anchor global markets

Despite headlines warning of de-dollarisation and shifting capital flows, the fundamentals of US investment-grade credit remain strong. With new sources of structural demand emerging, rumours of the demise of US exceptionalism appear greatly exaggerated, argues Anthony DeMeo.

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Jul 10, 2025

European high yield: Rise of the underdog

As global investors look to add non-US dollar exposure, European high yield stands out as a stable, yield-enhancing alternative, as Thomas Samson and Jamie Cane explain.

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