Opinions

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Insight  |  July 10, 2025

European high yield: Rise of the underdog

As global investors look to add non-US dollar exposure, European high yield stands out as a stable, yield-enhancing alternative, as Thomas Samson and Jamie Cane explain.

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EM Monthly  |  July 9, 2025

EM Monthly: Resilient and ready

In a world of diverging monetary paths and rising event risk, EM credit offers diversification, income and potential valuation upside for global credit allocators, argues Warren Hyland.

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Snapshot  |  July 9, 2025

Muzinich Asset Allocation Group Monthly Update - July 2025

Please click to watch our latest Asset Allocation Group video update for the month of July 2025.

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Snapshot  |  July 9, 2025

Corporate Credit Snapshot - July 2025

Global credit generated positive returns across the board in June

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Insight  |  July 7, 2025

Muzinich Weekly Market Comment: Two sides to every story

In our latest roundup of key developments in markets and economies, we look at the key takeaways from the ECB’s annual conference in Portugal and a busy week of dealmaking between the US and its trade partners.

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Close Up  |  July 4, 2025

So far, so good

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn sets out six ideas for investors to look out for in the second half of the year.

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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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EM Monthly  |  June 12, 2025

Capital meets climate

As investor demand for sustainable and climate-aware finance accelerates, ESG, green and sustainability-linked bonds are becoming more prominent in the emerging market debt universe, write Warren Hyland, Yiannis Bartzilas and Archie Beeching.

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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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Close Up  |  June 4, 2025

European credit: Enough to go around?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines what a move away from US dollar-denominated assets could mean for European credit.

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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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EM Monthly  |  May 9, 2025

EM Monthly: Pole position: The rise of Asia’s EV industry

As the world moves forward on alternative energy sources, Asia is emerging as the frontrunner for electric vehicle production. Mel Siew and Warren Hyland assess the implications for global competition, credit markets and the future of transportation.

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Close Up  |  May 6, 2025

Return of the roll-down

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines what steeper yield curves mean for investors.

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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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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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