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Insights

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Aug 17, 2026

Muzinich Weekly Market Comment: August Lull

Second-quarter earnings season kicked off last week and seems to have done what the markets needed it to do: provide an anchor of company-specific fundamentals against a backdrop of geopolitical noise.

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Aug 10, 2026

Muzinich Weekly Market Comment: Don’t forget the micro

Markets have started August on a strong footing, supported by easing geopolitical tensions and lower energy prices. But beneath the macro headlines, a broad-based global earnings upcycle may offer a more compelling explanation for record equity markets and resilient credit spreads.

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Aug 10, 2026

Corporate Credit Snapshot - August 2026

Global credit navigated a volatile backdrop in July, driven primarily by renewed geopolitical tensions in the Middle East.

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