• 1 day ago

It was a short week due to the Thanksgiving holiday in the US. However, market price action was supportive as positive sentiment returned and our preferred sentiment index, the VIX, fell sharply ba...

By Muzinich & Co In Macro

• 7 days ago

By aligning with regulated bank standards, we believe parallel lending offers a transparent and resilient alternative within a market under increasing scrutiny, argues Gianluca Oricchio.

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

• 8 days ago

The two economic “Jenga blocks” investors were pressing on this past week were inflation and valuations. Equities rarely outperform when central banks turn more hawkish or when financial conditions...

By Muzinich & Co In Industry, Macro, Equities

• 14 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

• 14 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

• 15 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

• 19 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

• 21 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