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Insights

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Feb 23, 2026

Muzinich Weekly Market Comment: Ten Reasons for Emerging Market (EM) Credit

Last Monday was Presidents’ Day in the US, while much of Asia was closed for the week celebrating the Lunar New Year (Year of the Fire Horse), and in Europe, school half-term holidays further lowered trading liquidity.

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Feb 19, 2026

Discipline among disruption – private credit investing in the age of AI

AI is forcing investors to rethink business models and the embedded risks. For private credit, distinguishing durable cash flows from disruption risk has become critical, argue Rafael Torres and Gianpaolo Pellegrini.

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Feb 17, 2026

Asia Pacific private credit - Complexity creates opportunity

Supply chain reconfiguration, infrastructure needs and divergent banking behaviour are reshaping demand for capital, creating a landscape where complexity, selectivity and structure are defining the private credit opportunity set, argues Andrew Tan.

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