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Insights

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Jan 12, 2026

Muzinich Weekly Market Comment: No Volatility

We have started 2026 on positive footing. In many respects, the new year appears to be a continuation of how 2025 ended. Government bond yields have remained in a tight range; indeed, the MOVE index – our reference point for volatility and uncertainty in the US Treasury market – has fallen to its lowest level since 2021, suggesting investors are broadly comfortable with central bank policy expectations.

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Jan 09, 2026

Corporate Credit Snapshot - January 2026

Global credit generated mixed returns in December. In the US, the Federal Reserve cut policy rates for the third time in a row but signaled more caution around further rate cuts. The European Central Bank (ECB) remained on hold once again, while ECB Executive Board Member Isabel Schnabel made hawkish comments which helped to push longer rates higher.

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Dec 17, 2025

All-weather resilience - 2026 emerging markets outlook

Emerging market credit enters 2026 supported by easing geopolitical risks, stable fundamentals and relatively appealing valuations, offering selective investment opportunities argues Warren Hyland.

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