Markets Recon

Part of Muzinich & Co

Muzinich & Co

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The archive

Their research,
newest first.

Title Topics Published Actions
Muzinich Weekly Market Comment: Something for everyone: politics, central banks and resilient growth
Aviation finance – a new flightpath for investors
Muzinich Weekly Market Comment: Always Look on the Bright Side of Life
Stronger Together: The Power of Parallel Lending
Muzinich Weekly Market Comment: Occam's Razor
EM monthly - Latin America makes the "Right Turn"
Parallel lending: Five lessons learned
US High Yield: Compelling opportunity to add higher- quality yield
Corporate Credit Snapshot - October 2026
Muzinich Asset Allocation Group Monthly Update - October 2026
Muzinich Weekly Market Comment: Europe's Widening Sovereign Divide
AAA CLOs: High-quality floating rate income for a volatile rate environment
The hidden return in high yield
Muzinich Weekly Market Comment: First Time Ever
Muzinich Weekly Market Comment: Economic Reflation
Corporate Credit Snapshot - September 2026
Muzinich Asset Allocation Group Monthly Update - September 2026
Asia Credit: An underappreciated opportunity
Muzinich Weekly Market Comment: Critical Month for China
Muzinich Weekly Market Comment: Be aware of rising rates
The spread curve is back
Muzinich Weekly Market Comment: It could have been worse
Emerging Markets: The Half-Time Team Talk
Beyond spread: Why Europe’s growing high yield market is creating new opportunities
Muzinich Weekly Market Comment: Fire

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