• 3 days ago

With a new US administration promising big changes, many investors expected 2025 to be eventful. But as the weeks turn into months, the level of uncertainty and potential economic fallout have perh...

By Muzinich & Co In Macro, Fixed Income

• 3 days ago

With a new US administration promising big changes, many investors expected 2025 to be eventful. But as the weeks turn into months, the level of uncertainty and potential economic fallout have perh...

By Muzinich & Co In Macro, Fixed Income

• 4 days ago

When looking for evidence of investor panic in response to tariff-induced uncertainty, a single chart illustrates the difference between equities and credit markets, as Anthony DeMeo and Eric Schur...

By Muzinich & Co In Fixed Income, Equities, Macro

• 12 days ago

If we relied solely on the Bloomberg World Large & Mid Cap Price Return Index, a rolling 5-day total return of +2.2% might suggest that all is well in the world. However, this average masks signifi...

By Muzinich & Co

• 15 days ago

Please click to watch our latest Asset Allocation Group video update for the month of April 2025.

By Muzinich & Co In Portfolio Construction

• 17 days ago

Global credit had a mostly risk-off month in March.

By Muzinich & Co In Fixed Income

• 17 days ago

Despite a challenging political backdrop, a supportive central bank and relatively solid sovereign metrics mean Brazil offers compelling opportunities in corporate credit, argue Warren Hyland and M...

By Muzinich & Co In Emerging Markets, Macro, Industry, Fixed Income

• 22 days ago

In our latest roundup of the key developments in financial markets and economies, we compare the management styles of the Chinese, German and US administrations.

By Muzinich & Co In Industry, Emerging Markets, Macro

• 24 days ago

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the recent weakening in spread valuations.

By Muzinich & Co In Fixed Income