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Insights

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Sep 28, 2026

Muzinich Weekly Market Comment: The Long End Reprices

Strong economic data pushed US Treasury yields sharply higher as markets priced in a more persistent inflation outlook and further Fed tightening, while resilient growth helped keep credit spreads relatively contained.

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Sep 23, 2026

The hidden return in high yield

Much of the European high yield market is trading below par again - headline yield does not show what a potential early call is worth.

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Sep 14, 2026

Muzinich Weekly Market Comment: Economic Reflation

It was a difficult week for investors. Only a portfolio of cash and oil - fully hedged into Japanese yen – would have come out ahead; an unlikely allocation, and barring it, few strategies managed to finish the week with a positive total return.

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