• 2 days ago

Despite headlines warning of de-dollarisation and shifting capital flows, the fundamentals of US investment-grade credit remain strong. With new sources of structural demand emerging, rumours of th...

By Muzinich & Co In Macro, Fixed Income

• 3 days ago

As global investors look to add non-US dollar exposure, European high yield stands out as a stable, yield-enhancing alternative, as Thomas Samson and Jamie Cane explain.

By Muzinich & Co In Fixed Income, Macro, Hedge Funds

• 4 days ago

Global credit generated positive returns across the board in June

By Muzinich & Co In Fixed Income

• 4 days ago

In a world of diverging monetary paths and rising event risk, EM credit offers diversification, income and potential valuation upside for global credit allocators, argues Warren Hyland.

By Muzinich & Co In Fixed Income, Portfolio Construction

• 4 days ago

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

By Muzinich & Co In Portfolio Construction

• 6 days ago

In our latest roundup of key developments in markets and economies, we look at the key takeaways from the ECB’s annual conference in Portugal and a busy week of dealmaking between the US and its tr...

By Muzinich & Co In Macro

• 9 days ago

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn sets out six ideas for investors to look out for in the second half of the year.

By Muzinich & Co In Fixed Income

• 13 days ago

In our latest roundup of the key developments in financial markets and economies, we explain why investors need to keep the bigger picture in mind, despite a strong end to the second quarter.

By Muzinich & Co In Industry

• 20 days ago

In our latest roundup of the key developments in financial markets and economies, we look at whether investors are becoming blasé about global risks given the constant headlines surrounding the US...

By Muzinich & Co In Industry, Macro