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Insights

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Jul 21, 2026

Beyond Traditional Credit – The Growing Role of AAA CLOs in Investor Portfolios

In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market cycles, and how evolving investment structures have broadened access to the asset class.

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Jul 20, 2026

Muzinich Weekly Market Comment: Center of Gravity

Second-quarter earnings season kicked off last week and seems to have done what the markets needed it to do: provide an anchor of company-specific fundamentals against a backdrop of geopolitical noise.

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Jul 15, 2026

Finding value without reaching for yield

Tight spreads often push investors to reach for yield in lower-quality credit. We think more durable opportunities lie elsewhere – pull-to-par, carry earned without taking on distressed credit risk and seeking out good businesses with good balance sheets that are trading cheap because of temporary disruption.

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