Opinions

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Insight  |  March 18, 2024

Muzinich Weekly Market Comment: Green light for Bank of Japan?

In our latest round-up of developments in financial markets and economies, we consider the implications of an end to Japan’s negative interest-rate regime.

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Snapshot  |  March 12, 2024

Corporate Credit Snapshot

-Global credit delivered mixed returns in February with spread tightening offset by interest rate pressure across the US, Europe, and Emerging Markets (EM)

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Snapshot  |  March 11, 2024

Muzinich Asset Allocation Group Monthly Update - March 2024

Please click to watch our latest Asset Allocation Group video update for the month of March 2024.

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Insight  |  March 11, 2024

Muzinich Weekly Market Comment: All Eyes on Fed, ECB - Again

In our weekly take on the key developments in financial markets and economies, we look for any signs of wavering by major central banks and consider what to make of the latest stimulus measures in China.

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Viewpoint  |  March 8, 2024

Close Up: The Great Compression

In the first of a monthly visual series to explore key themes in the credit markets, portfolio manager Ian Horn looks at where he sees the best value in credit spreads, the impact of shortening market duration, and how flows are moving back into credit products.

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Insight  |  March 4, 2024

Muzinich Weekly Market Comment: Inflation weighs on government bonds

In our weekly take on the key developments in financial markets and economies, we consider what to make of the latest inflation data and put a spotlight on the divergence between oil and gas prices.

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Insight  |  February 26, 2024

Muzinich Weekly Market Comment: Nikkei and Nvidia Overshadow FOMC

In our weekly take on the key developments in financial markets, we explain why a record-breaking week for Japanese equities and the Q4 earnings release from US tech stock Nvidia dominated the headlines.

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Analysis  |  February 2, 2024

Staying in Short-Dated Credit to Potentially Take Advantage of Rate Curve Steepening

How will the normalization of the yield curve impact credit investors?

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Viewpoint  |  January 30, 2024

The 5 Phases of US High Yield Energy

US high yield energy today potentially offers a compelling investment choice following over a decade’s worth of events that have shaped the sector.

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Insight  |  January 24, 2024

Emerging Market Corporate Debt - 2024 Outlook

A positive macroeconomic backdrop, improving corporate fundamentals, limited supply, a majority local buyer base, attractive yields and expectations that defaults will remain range bound we believe make a compelling case for emerging market corporates in 2024.

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Viewpoint  |  January 19, 2024

Private Debt - Opportunity in the Midst of Confusion

Trends in the global economy are likely to continue to make private debt a compelling investment choice in 2024.

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Viewpoint  |  January 16, 2024

US High Yield 2024 Outlook

After a strong performance in 2023, what does the coming year have in store for US high yield and is this a good time to allocate?

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Viewpoint  |  December 22, 2023

The Impact of Higher Rates on Developed Market High Yield: Headwind or Opportunity?

After over 18 months of interest rate hikes, developed market policy rates may have peaked. Rate cuts potentially turning into a tailwind would be good news for fixed income returns. In a ‘higher-for-longer’ environment, rates could stay elevated, which has implications for high yield issuers’ cost of refinancing and access to the primary bond market.

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Viewpoint  |  December 12, 2023

Yield - A Gift That's Difficult to Ignore - 2024 Public Market Credit Outlook

We expect credit markets to offer generous total returns in 2024, amid positive carry and range bound credit spreads.

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Podcast  |  November 28, 2023

Muzinich Enhancedyield Strategy reaches 20 Year Anniversary

Muzinich's Co-Head of Public Markets, Tatjana-Greil Castro gives an update on the Enhancedyield Strategy as it reaches its 20 year anniversary in our latest 3 Under 5 Podcast.

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Podcast  |  November 21, 2023

The Muzinich Insurance Podcast

Please click to listen to our inaugural Insurance Podcast. Over a series of podcasts, we'll be tackling a range of insurance asset management topics, which we hope will provide useful insights for our insurance clients and contacts when thinking about their own investment decisions.

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Podcast  |  November 14, 2023

Podcast - The potential benefits of Emerging Market Debt in a diversified portfolio

Muzinich's Head of Emering Market Credit, Warren Hyland gives an update on the Emerging Market Corporate Credit lanscape and the potential benefits of Emerging Market Debt in a diversified portfolio in our latest 3 Under 5 Podcast.

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Podcast  |  November 7, 2023

Podcast - Muzinich Global Tactical Credit Strategy reaches 10 Year Anniversary

Muzinich's Co-Head of Public Markets, Mike McEachern gives an update on the Global Tactical Credit Strategy as it reaches its 10 year anniversay in our latest 3 Under 5 Podcast.

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Insight  |  October 17, 2023

European High Yield – Opportunities for Active Managers

Increased convexity, limited supply and the return of dispersion we believe is resulting in a compelling opportunity in European high yield.

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Podcast  |  October 13, 2023

Podcast - Muzinich Aviation Finance Explained

Muzinich's Global Head of Aviation Finance, Alok Wadhawan gives an update on the asset class in our latest 3 Under 5 Podcast.

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Podcast  |  October 10, 2023

Podcast - Three reasons why investors might consider European High Yield

Portfolio Manager Thomas Samson discusses why investors might consider High Yield in our latest 3 Under 5 Podcast.

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