Fixed Income

Investment analysis for yield and duration-focused investors

The ABC of MAC: how multi-asset credit strategies can offer dynamic performance across the economic cycle
  • 30 Jul 2026

In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 30 Jul 2026

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

Emerging Markets: The Half-Time Team Talk
  • 30 Jul 2026

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...

July FOMC Recap—More Bark Than Bite?
  • 30 Jul 2026

The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.

Bond Bulletin: Cracking under pressure
  • 30 Jul 2026

This week's Bond Bulletin explores how renewed geopolitical tensions in the Middle East are reshaping the oil complex, why the price at the pump has decoupled from the price of crude, and what it a...

Energy Resilience Meets AI
  • 30 Jul 2026

Against this backdrop, the energy supply shock driven by the war in Iran should be viewed less as a temporary commodity event and more as an accelerant of a broader investment cycle within energy r...

On My Mind: Mr. Warsh, How Soon Is Now?
  • 30 Jul 2026

Financial markets read Kevin Warsh’s second press conference as dovish: Expectations of a near-term rate hike fell, long-term bond yields rose, the dollar weakened and so did stocks. Franklin Templ...

Why invest in actively managed ETFs
  • 30 Jul 2026

See how the transparency, tax efficiency, liquidity, and trading characteristics of ETFs position them to deliver compelling benefits to investors in active strategies.

Beyond spread: Why Europe’s growing high yield market is creating new opportunities
  • 29 Jul 2026

Much has been made of historically tight spreads in European high yield, with some investors questioning whether the asset class still offers attractive opportunities. Yet a closer look at the resu...