The Long & Short of it - Positioning for what comes next

Podcast

January 22, 2026

As investors look ahead to 2026, credit markets remain calm on the surface, with tight spreads and strong technicals masking potential risks beneath the surface.

In the latest episode of the Muzinich Podcast, Portfolio Manager Jamie Cane discusses how long-short credit strategies can help investors navigate this environment and why a market-neutral approach may be increasingly relevant.

Jamie covers:

  • Why tight spreads and elevated yields point to a carry-driven market with limited upside
  • How low volatility makes downside protection more attractive through long-short strategies
  • Why a market-neutral approach we believe can complement directional credit allocations at this stage of the cycle

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This is a marketing communication. The Global Credit Market Neutral Strategy has not yet been launched.

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