Opinions

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Podcast  |  April 23, 2025

Podcast - Navigating volatility in European high yield

With a new US administration promising big changes, many investors expected 2025 to be eventful. But as the weeks turn into months, the level of uncertainty and potential economic fallout have perhaps been even greater than anticipated.

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Podcast  |  February 4, 2025

Podcast - Global Investment Grade: Duration and Beyond

In the latest edition of the Muzinich podcast, portfolio managers Ian Horn, Anthony De Meo and Corentin Tarlier discuss the key features of the Muzinich Global Market Duration Investment Grade strategy as it celebrates its first anniversary.

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Podcast  |  January 13, 2025

UK Private Debt Podcast: Northern Lights

In the latest edition of the Muzinich Podcast, James Adams, a Manchester-based director in our UK private debt team, discusses the key characteristics of the market in Manchester and the North of England and opportunities for investors.

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Podcast  |  November 18, 2024

Turning the corner: The outlook for UK private debt

UK private debt faced considerable uncertainty in early 2024: uncertainty over interest rates; uncertainty on sponsor-driven M&A; and political uncertainty ahead of the general election. In the latest episode of the Muzinich podcast, our co-heads of UK private debt, Grant Davidson and John Clifford, give their thoughts on the state of the market and where it might go next.

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Podcast  |  November 11, 2024

High yield: Carry me home

2024 has been quite the year for European high yield. So, what happens next? That’s the question portfolio manager Jamie Cane seeks to address in the latest episode of the Muzinich podcast.

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Podcast  |  August 2, 2024

EM delivers, but will that continue?

Emerging market hard-currency corporate credit outshone other sub-asset classes in the first half of 2024. And yet, holdings of the same sub asset class by dedicated and crossover investors are at their lowest levels in five years. In the latest episode of the Muzinich podcast, portfolio manager Warren Hyland seeks to unpick the reasons why and the prospects of this changing in the coming months.

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Podcast  |  July 15, 2024

Impasse: What next for France?

French president Emmanuel Macron called a snap election on June 9. But with no group winning a clear majority following the two round French election, where does the country go from here? That’s the question we try to answer in the latest episode of the Muzinich Podcast, featuring Erick Muller, director of product and investment strategy at Muzinich.

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Podcast  |  June 20, 2024

Now you CEE me…….

Are economies growing faster in developed Europe than those in Central and Eastern Europe (CEE)? Are the debt metrics of countries like Italy, Spain or the UK healthier than the likes of the Czech Repulic, Estonia or Slovenia? Warren Hyland, portfolio manager and co-author of our EM Monthly series and senior credit analyst Mark Robinson share their thoughts.

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Podcast  |  June 19, 2024

Podcast - Adapt and thrive: A dynamic approach to credit investing

In the latest episode of the Muzinich podcast, we explore the potential benefits of a more dynamic approach to credit investing with Mike McEachern, Co-Head of Public Markets at Muzinich and the lead portfolio manager on the Dynamic Credit Income strategy.

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Podcast  |  May 21, 2024

The Indian Growth Story

From a global investor perspective, there’s a lot to like about India, which is the focus of the latest edition of our EM Monthly series. Click to listen to our latest episode of the Muzinich podcast where Warren Hyland, portfolio manager and co-author of EM Monthly, shares his thoughts.

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Podcast  |  May 14, 2024

Credit: Navigating the big squeeze

Spread compression has been a dominant theme in credit markets for much of the past two years. But with spreads already tight, can that continue? That is the big question we posed to portfolio managers Ian Horn and Thomas Samson in the latest episode of the Muzinich Podcast.

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Podcast  |  April 23, 2024

Podcast - Technically Speaking on Emerging Markets

In the latest episode of the Muzinich Podcast, we focus on all things emerging markets with Muzinich portfolio manager Warren Hyland.

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Podcast  |  March 22, 2024

Muzinich UK Private Debt Special

Muzinich Co-Heads of UK Private Debt, Grant Davidson and John Clifford give an update on the UK Private Debt market and share their thoughts on the key considerations for investors in our latest Podcast.

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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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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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Podcast  |  July 19, 2023

Podcast - The Relationship between Interest Rates and Credit Spreads

Portfolio Manager Ian Horn discusses the relationship between interest rates and credit spreads with Erick Muller in our latest 3 Under 5 Podcast.