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Insights

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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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Mar 16, 2026

Muzinich Weekly Market Comment: Energy Shock

The conflict across the Middle East continued to dominate this week, with price action and sentiment moving almost in lockstep with oil prices. Oil itself faced an unenviable task, absorbing a relentless stream of headline-driven volatility in an extraordinarily fluid news environment. The result was a single-day trading range of US$35 per barrel, the largest nominal intraday range on record since Bloomberg began tracking intraday oil futures data in the 1980s.

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