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Insights

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Apr 21, 2026

Icebreaker

Geopolitical shockwaves from the Iran conflict have exposed the Middle East to a severe stress test. But, beneath the surface, the region’s sovereign balance sheets, investor base and history of coordinated support suggest a resilience that sets it apart, positioning it more as an “icebreaker” than a casualty of tightening financial conditions, argues Warren Hyland.

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Apr 20, 2026

Asia Credit: Capturing the Region’s Growth Engine

The second episode in our three-part series, turns the spotlight to Asia, a region at the centre of global growth and evolving credit opportunities. Joined again by Warren Hyland, we explore how strong macro fundamentals, shifting trade dynamics, and structural themes such as AI are shaping the outlook for Asian credit markets.

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Apr 20, 2026

Muzinich Weekly Market Comment: Ceasefire

Global markets maintained a strong risk-on tone last week, supported by easing geopolitical tensions as the likelihood of a major escalation in Iran diminished. Improved sentiment, reflected in lower volatility, allowed investors to refocus on economic data and earnings. Central banks signalled a more measured policy path and. despite lingering risks, the outlook remains broadly constructive assuming the conflict stays contained.

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