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Insights

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Oct 14, 2026

Parallel lending: Five lessons learned

Gianluca Oricchio and Gianpaolo Pellegrini share five lessons from investing alongside Europe’s banks, covering bank partnerships, credit selection, portfolio construction and liquidity, and consider how the opportunity could evolve from here.

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Oct 12, 2026

Muzinich Weekly Market Comment: Inflation, Growth, or Sustainability

It was a quiet week, at least relative to the past five, during which investor fears climbed, prompted by a wholesale reassessment of expectations for the final quarter. At the epicenter was central bank tightening, with investors pushing out their projections for the peak in rates across the globe.

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Oct 09, 2026

US High Yield: Compelling opportunity to add higher- quality yield

Following a sharp sell-off in US high yield, improved valuations are creating an opportunity to add higher-quality yield. With fundamentals remaining resilient and dispersion increasing, we believe the current environment is rich with the potential for strong-risk adjusted investment opportunities.

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