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Insights

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May 28, 2026

Paid to wait: double-digit income at a discount in BDCs

Market volatility has created a compelling entry point in Business Development Companies (BDCs), where discounted valuations and resilient fundamentals offer liquid access to private credit, although selective, active allocation remains critical argues Ji He.

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May 26, 2026

Muzinich weekly market comment: Economic divergence

As market momentum fades and inflation surprises ease, a growing divergence between the US and Europe is coming into sharper focus. While AI-driven investment continues to support US growth and reinforce expectations for tighter policy, weakening activity across Europe is raising concerns over stagnation and narrowing central bank options.

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May 19, 2026

Rise above the noise

With yields reset and fiscal dynamics evolving, the fixed income opportunity set is changing. Tatjana Greil-Castro examines why participation, compounding and relative balance-sheet strength support a strategic allocation to corporate credit over sovereign bonds. As investors consider their own pension outcomes, short-dated, actively managed corporate credit can offer a defensive entry point with the potential to outpace inflation.

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