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Insights

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Jun 08, 2026

Muzinich Weekly Market Comment: Don't forget the economic data

Strong economic data continues to challenge expectations of a slowdown, with activity indicators, labour markets and inflation all proving more resilient than anticipated. As geopolitical risks begin to feed through into prices, investors are increasingly focused on whether central banks are approaching a new tightening phase.

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Jun 04, 2026

The evolution of private credit: Understanding direct and parallel lending

Private credit is no longer one-size-fits-all. Understanding different lending models can help investors evaluate opportunities and balance risk and return, say Kirsten Bode and Gianpaolo Pellegrini.

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Jun 01, 2026

Muzinich Weekly Market Comment: Bittersweet

May delivered strong returns and a renewed appetite for risk, but beneath the optimism lies an increasingly complex reality. While hopes of a US-Iran agreement have eased pressure on energy markets, investors and policymakers must now grapple with the prospect that higher energy prices and tighter supply conditions may prove more persistent than previously assumed.

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