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Insights

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Jul 23, 2026

EM monthly - Half Time

As markets head into the second half, resilient fundamentals and supportive technicals continue to underpin emerging market credit. Warren Hyland takes stock of an eventful first six months and sets out his starting line-up for navigating the opportunities and risks for the second half of the year.

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Jul 22, 2026

Beyond Traditional Credit – The Growing Role of AAA CLOs in Investor Portfolios

In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market cycles, and how evolving investment structures have broadened access to the asset class.

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Jul 20, 2026

Muzinich Weekly Market Comment: Center of Gravity

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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