Opinions

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Insight  |  February 3, 2025

Muzinich Weekly Market Comment: Hype and seek

In our latest roundup of the key developments in financial markets and economies, we consider a big week for central banks and a potentially seismic development in artificial intelligence.

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Insight  |  January 28, 2025

Place your bets

Wars, rate hikes and political risk may not have derailed the stock market’s continued ascent, but investors should heed the warning signs, as George Muzinich explains.

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Insight  |  January 27, 2025

Muzinich Weekly Market Comment: Tariff Lite?

In our latest roundup of the key developments in financial markets and economies, we consider the implications of a softer tone on US tariffs.

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Insight  |  January 20, 2025

Muzinich Weekly Market Comment: Relief rally

In our latest roundup of the key developments in financial markets and economies, we look back at a better week for investors after recent turbulence.

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Insight  |  January 13, 2025

Muzinich Weekly Market Comment: Pressure point

In our latest roundup of the key developments in financial markets and economies, we examine the reasons behind a challenging start to the year for government bonds.

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Insight  |  January 6, 2025

Private Debt Outlook 2025: Good things come to those who wait

Investors’ search for yield should be good news for direct lending globally in 2025, as our heads of private debt explain.

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Insight  |  December 19, 2024

Corporate Credit Outlook 2025: All about yield (still)

Our investment teams set out the key themes credit investors should look out for in 2025.

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Insight  |  December 4, 2024

Parallel lending: The next frontier for private credit

Lending partnerships between asset managers and European banks may lead to low-risk, highly diversified private debt portfolios and potentially attractive returns for investors, argue Gianluca Oricchio and Gianpaolo Pellegrini.

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Insight  |  November 29, 2024

Aviation debt: Resilience, rates and the return of ABS

Robust demand for aircraft and the retreat of banks from the aviation debt market are creating opportunities for alternative lenders and their investors, as Alok Wadhawan and Brian Lau explain.

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Insight  |  November 27, 2024

European high yield: We need to talk about Sharpe ratios

Investors considering an allocation to European high yield should pay heed to the old adage that time in the market is a more prudent approach than trying to perfectly time their entry, argues Thomas Samson.

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Insight  |  November 26, 2024

Where complexity meets flexibility: An introduction to Capital Solutions

Many companies in Europe urgently need transformation. Private capital can help, argues Carlo Bosco.

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Insight  |  November 6, 2024

The Big Thaw: The path ahead for European private debt

After a challenging period for dealmaking, European private debt could be on the cusp of a recovery, as Kirsten Bode and Rafael Torres explain.

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Insight  |  October 25, 2024

Get real: Opportunities in infrastructure and real assets private debt

Like other parts of the world, Asia urgently needs capital to upgrade its infrastructure. Andrew Tan makes the case for investment in the underserved middle market.

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Insight  |  October 23, 2024

High yield: The long and the short of it

With good carry but tight spreads, this could be the time for a hedged approach to high yield, argue Jamie Cane and Greg Temo.

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Insight  |  October 22, 2024

Normal service resumes: The outlook for French private debt

After a challenging period, activity in the French private debt market is beginning to rebound, as Alexandre Millarini explains.

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Insight  |  October 9, 2024

What could the US election mean for credit?

With the US presidential election drawing near, what could be the impact of a Republican or Democrat victory on credit markets?

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Insight  |  September 18, 2024

Not too hot, not too cold: 10 questions on syndicated loans

Alex Woolrich and Stuart Fuller discuss their thoughts on current trends in the European and US syndicated loans market.

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Insight  |  September 12, 2024

No time for complacency

Strong technicals helped credit stay resilient during recent market turbulence, but investors should remain alert, writes Thomas Samson.

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Insight  |  September 2, 2024

Bank Tier 2s: It pays to be selective within bank credit

While bank Tier 2 debt has performed well over the last 12 months, is there any value left, or is there more to it?

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Insight  |  August 28, 2024

What now?

Recent market turbulence should offer a sobering reminder to investors that this is not a risk-free environment, writes George Muzinich.

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Insight  |  August 13, 2024

In short supply: Five questions on Asian credit

Mel Siew shares his thoughts on how policy rates, emerging technologies and a supply deficit are impacting Asian credit markets.

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