• 22 hours ago

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses the divergence between the performance of single-B rated European bonds versus their hig...

By Muzinich & Co In Fixed Income

• 1 day ago

In-depth knowledge of underlying holdings is key to riding out periods of uncertainty and volatility, argue Tatjana Greil-Castro, Kirsten Bode and our team of public and private market investment p...

By Muzinich & Co In Private Markets

• 2 days ago

October was anything but a straightforward month for investors. As reflected by our preferred market sentiment index, the VIX, volatility spiked to 25 intra-month - the highest level since Liberati...

By Muzinich & Co

• 9 days ago

Investors spent most of the week in “wait-and-see” mode, ready to adjust expectations and positions as headlines on domestic and geopolitical developments, growth and inflation data and banking and...

By Muzinich & Co In Equities, Macro, Industry

• 16 days ago

This past week, market saw increased volatility, but also optimism, driven by deals done and in progress. On the diplomatic front, the Israel-Hamas ceasefire appears to have given President Trump s...

By Muzinich & Co In Macro, Emerging Markets

• 21 days ago

France shows why corporate bonds can beat sovereigns: some companies now borrow cheaper than the state itself.

By Muzinich & Co In Macro, Fixed Income

• 22 days ago

Active management can unlock alpha in today’s European high yield market, argues Thomas Samson.

By Muzinich & Co In Fixed Income, Hedge Funds

• 23 days ago

There was little in the way of economic data this week with Golden Week in China, no central bank policy meetings (most are scheduled for the last week of October into the first week of November),...

By Muzinich & Co In Emerging Markets, Industry, Equities

• 27 days ago

Global credit generated positive returns across the board in September.

By Muzinich & Co In Fixed Income