• 4 days ago

Recent headlines about a handful of private credit defaults have ignited a fierce debate in financial circles. If there’s one default, should we expect more? Like spotting a cockroach in the kitche...

By Muzinich & Co In Private Markets, Fixed Income

• 4 days ago

Tracy Zhao and Mel Siew review how Chinese credit has performed and where’s its headed, as the Chinese economy shows some green shoots.

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

• 5 days ago

Last week, the US federal government shutdown came to end. Investors now expect an avalanche of delayed data over the next few weeks to help fine-tune the market’s views of US economic momentum as...

By Muzinich & Co In Macro

• 9 days ago

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

By Muzinich & Co In Portfolio Construction

• 11 days ago

Global credit generated positive returns across the board in October, although the month was anything but straightforward as spreads in most markets made a round trip.

By Muzinich & Co In Fixed Income

• 12 days ago

After “melt-up” October, November started on a choppy and defensive note. Government bond yields have edged higher globally, corporate credit spreads have widened, and both the Japanese yen and the...

By Muzinich & Co In Fixed Income, Macro, Commodities, Digital Assets, Equities

• 17 days 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

• 18 days 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

• 19 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