Opinions

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Insight  |  June 30, 2025

Muzinich Weekly Market Comment: Can’t see the forest for the trees

In our latest roundup of the key developments in financial markets and economies, we explain why investors need to keep the bigger picture in mind, despite a strong end to the second quarter.

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Insight  |  June 23, 2025

Muzinich Weekly Market Comment: Juggling act

In our latest roundup of the key developments in financial markets and economies, we look at whether investors are becoming blasé about global risks given the constant headlines surrounding the US administration.

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Insight  |  June 16, 2025

Muzinich Weekly Market Comment: Tail risk returns

In our latest roundup of the key developments in financial markets and economies, we look at the potential impacts of an escalation in the Israel-Iran conflict.

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Insight  |  June 11, 2025

Firm foundations: Private credit and the transformation of European real estate

As Europe accelerates its push toward a low-carbon economy, private credit could become a key enabler of real estate transformation. Maurizio Cavaglià, managing director for private markets at Muzinich & Co, explains why the opportunity could be bigger than investors realise.

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Insight  |  June 9, 2025

Muzinich Weekly Market Comment: Ripple effects

In our latest roundup of the key developments in financial markets and economies, we look back on a big week for economic data, which revealed much about the impact of US tariffs.

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Insight  |  May 27, 2025

Crossing borders: A global approach to short-duration credit

An allocation to global short-duration crossover credit may offer US and US dollar-focused investors multiple benefits, argues Eric Schure.

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Insight  |  May 21, 2025

Lift off: The case for aviation finance in institutional portfolios

As traditional lenders retreat from aviation finance, Muzinich & Co. aviation portfolio managers Alok Wadhawan, Brian Lau and Thomas Light make the case for institutional investors to allocate to the asset class.

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Insight  |  May 16, 2025

Global investment grade: Finding opportunities in an uncertain world

Global credit markets continue to grapple with renewed volatility driven by US policy shifts, geopolitical tensions and uneven fiscal responses across regions. Ian Horn and Anthony DeMeo discuss some of the recent changes in credit markets and how the opportunity set has evolved.

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Insight  |  May 13, 2025

CLOs: Accessing high quality opportunities in structured credit

Collateralised loan obligations can offer investors attractive yields, low duration risk and diversification.

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Insight  |  May 13, 2025

Direct lending in a fragmented world

Tariff and macro uncertainty present risks and opportunities for private debt investors. Kirsten Bode, Rafael Torres, Andrew Tan and Michael Smith explain how these trends are manifesting in Europe, Asia Pacific and the US, while identifying common themes that cross borders.

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Insight  |  April 25, 2025

Parallel lending: Built to withstand market storms

In a world where financial volatility is inevitable, evergreen parallel lending strategies could offer a compelling model for resilience. Gianluca Oricchio and Gianpaolo Pellegrini explain why their approach is positioned for whatever the market throws next.

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Insight  |  April 22, 2025

Credit vs equities: Crisis or correction?

When looking for evidence of investor panic in response to tariff-induced uncertainty, a single chart illustrates the difference between equities and credit markets, as Anthony DeMeo and Eric Schure explain.

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Insight  |  April 1, 2025

US investment grade: Safe haven or smart bet?

Despite uncertainty stemming from the US administration’s economic policies, US investment grade credit continues to show resilience. Anthony DeMeo and Eric Schure explain why they believe it remains a compelling allocation in an uncertain world.

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Insight  |  March 27, 2025

US private credit: Beware the blurring of the loans

With growing convergence between upper middle market private credit and the broadly syndicated loan market, the lower middle market could prove a valuable diversifier for investors, explains Michael Smith.

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Insight  |  March 25, 2025

Beyond boundaries: The power of multi-asset credit investing

The ability to allocate across geographies, sectors and sub-asset classes can offer investors the potential for compelling returns and diversified credit exposure inside a single portfolio, argues Mike McEachern.

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Insight  |  February 26, 2025

European high yield: Rising dispersion, a welcome diversion

Tight credit spreads don’t mean a lack of opportunities in European high yield; investors just need to work harder to find them, argue Thomas Samson and Jamie Cane.

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Insight  |  February 21, 2025

European private debt: Good things come in small packages

While upper-middle market companies navigate headwinds caused by global trade uncertainty, their lower middle market counterparts are proving remarkably resilient, explain Kirsten Bode and Rafael Torres.

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Insight  |  February 19, 2025

Fixed maturity portfolios: Lock in yields while you still can

Joseph Galzerano and Richard Smith answer five questions on why fixed maturity portfolios aim to offer investors an opportunity to lock in attractive yields, manage risk effectively and enjoy greater visibility on returns, all while navigating today’s shifting interest rate environment.

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Insight  |  February 13, 2025

Asia private credit: Unlocking the complexity premium

With ever-tighter spreads in some parts of the Asian private debt market, the ability to navigate more complex situations could become increasingly important in unlocking returns, argue Andrew Tan and Jieying Huang.

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Insight  |  February 11, 2025

US High Yield: Forget about spreads, focus on yields

Higher yields should continue to offset tight spreads in what could be another constructive year for US high yield, argue Kevin Ziets, Bryan Petermann and John Colantuoni.

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Insight  |  February 7, 2025

Accept what you can’t control, master what you can

Investors worried about rising uncertainty may consider an allocation to short-duration credit, argues Tatjana Greil-Castro.

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