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What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework f...
Water scarcity and purity are critical risks for semiconductor makers in the AI era. As companies race to capitalize on the AI boom, water security is emerging as a material risk across the value c...
Our latest research into India’s investment opportunities and growth prospects shows why Indian equities warrant focused consideration as a core allocation in investor portfolios.
Global equities showed solid gains in the first half of 2026, supported by strong earnings in semiconductor-related industries. Conventional benchmarks rose across regions, with both global and dev...
A multifaceted perspective is critical for a full understanding of opportunity and risk. At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...
Moody’s upgrade of Argentina is an important milestone, reflecting a genuine improvement in fiscal discipline, external accounts, reserve accumulation and the country’s broader financing framework.
Polen Capital's International Small Cap Equity Portfolio returned +14.97% (net) in Q2 2026, outperforming the MSCI ACWI ex-US Small Cap Index (+9.62%) by over 500 basis points. Top contributors inc...
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