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Insights

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Jun 29, 2026

Muzinich Weekly Market Comment: 60/40

For years, investors have questioned whether the traditional 60/40 portfolio still has a place in modern markets. Recent market moves suggest those doubts may be premature. As inflation pressures ease and bonds once again provide diversification when equities falter, the case for balanced portfolios is quietly reasserting itself.

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Jun 22, 2026

Muzinich Weekly Market Comment: Micro is Back

It was an excellent week for micro, bottom-up investors, as the macro clouds that have overshadowed and frustrated our day-to-day work finally began to clear.

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Jun 15, 2026

Muzinich Weekly Market Comment: Holding the line - central banks face an inflationary test

With two central bank meetings and the fate of the Strait of Hormuz negotiations looming over markets, this is a week where patience will be tested and where the distinction between a policy inflection and a policy hold may matter a great deal.

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