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Insights

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Aug 03, 2026

Muzinich Weekly Market Comment: It could have been worse

July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasingly found themselves pricing uncertainty rather than simply fundamentals.

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Jul 30, 2026

Emerging Markets: The Half-Time Team Talk

What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework from his latest Emerging Markets Monthly, Half Time, to reflect on the first six months of the year and discuss the outlook for the remainder of 2026.

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Jul 29, 2026

Beyond spread: Why Europe’s growing high yield market is creating new opportunities

Much has been made of historically tight spreads in European high yield, with some investors questioning whether the asset class still offers attractive opportunities. Yet a closer look at the resurgence in primary market activity suggests the opportunity set is broader than headline valuations imply, argue Erick Muller and Thomas Samson.

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