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Insights

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Mar 30, 2026

Muzinich weekly market comment: Weather station view

We are now four weeks into the Iran conflict, which began on 28 February. What makes this episode uniquely difficult to assess – both in terms of its duration and its ultimate economic impact – is a pair of structural characteristics that set it apart from the most recent event market shocks.

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Mar 23, 2026

Muzinich Weekly Market Comment: NOT GFC 2.0

It was another turbulent week for financial markets, with geopolitical developments continuing to overshadow earnings and economic data. However, we did gain our first read on how central banks view the impact of the conflict on their economies, with eleven policy meetings held over the course of the week.

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Mar 19, 2026

EM monthly - Ten reasons to invest in emerging markets

Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland.

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