• 06 Aug 2026

After years of unusually flat credit spread curves, the market is beginning to differentiate more clearly between short- and longer-dated risk. As issuance, rate uncertainty and technical factors r...

By Muzinich & Co In Fixed Income

• 03 Aug 2026

July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...

By Muzinich & Co In Thematic / Megatrends, Macro

• 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...

By Muzinich & Co In Emerging Markets, Fixed Income, Portfolio Construction

• 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...

By Muzinich & Co In Fixed Income, Portfolio Construction

• 27 Jul 2026

Wildfires, geopolitical tensions and renewed questions over AI investment unsettled markets this week, driving higher oil prices and bond yields while exposing clear differences across credit markets.

By Muzinich & Co In Thematic / Megatrends, Commodities, Fixed Income

• 23 Jul 2026

As markets head into the second half, resilient fundamentals and supportive technicals continue to underpin emerging market credit. Warren Hyland takes stock of an eventful first six months and set...

By Muzinich & Co In Emerging Markets, Fixed Income, Equities

• 22 Jul 2026

In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...

By Muzinich & Co In Fixed Income, Portfolio Construction

• 20 Jul 2026

Second-quarter earnings season kicked off last week and seems to have done what the markets needed it to do: provide an anchor of company-specific fundamentals against a backdrop of geopolitical no...

By Muzinich & Co In Equities

• 15 Jul 2026

Tight spreads often push investors to reach for yield in lower-quality credit. We think more durable opportunities lie elsewhere – pull-to-par, carry earned without taking on distressed credit risk...

By Muzinich & Co In Equities, Fixed Income