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Global semiconductor midyear outlook
Global semiconductor midyear outlook
After turmoil through 2023 across most cyclical semiconductor markets — as the sector grappled with inventory...
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Professional Investors
What investors can learn from Alaskan crab fishermen
What investors can learn from Alaskan crab fishermen
There is a dividing line between job risk and job pay – or, in the markets, company quality and company...
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Professional Investors
US equities lead sustainable investments
US equities lead sustainable investments
The first half of 2024 saw significant shifts in sustainable investment flows, with US equity emerging...
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Professional Investors
Developing an investment approach to financial inclusion
Developing an investment approach to financial inclusion
Understanding the challenges that can occur for vulnerable populations accessing financial services in...
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Professional Investors
Opportunity knocks in emerging market corporate debt
Opportunity knocks in emerging market corporate debt
An improving macro picture and less election noise could provide a tailwind for emerging market corporate...
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Professional Investors
Political impasse: What next for France?
Political impasse: What next for France?
In this podcast, Muzinich & Co. look at the potential scenarios for France to break the deadlock of a...
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Professional Investors
Applying athletic principles to fixed income investment
Applying athletic principles to fixed income investment
Discover how fixed income investing strategies mirror the principles of athletic training for achieving...
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Professional Investors
Why consider active emerging market bond strategies?
Why consider active emerging market bond strategies?
Emerging market debt is well-positioned to outperform other areas of fixed income in the year ahead....
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Professional Investors
A balanced strategy for responsible investing
A balanced strategy for responsible investing
Discover how a pragmatic approach to responsible investing balances stakeholder interests, sustainability,...
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Professional Investors
The $130bn obesity drug market has an insurance problem
The $130bn obesity drug market has an insurance problem
The market for Ozempic and similar GLP-1 receptor agonists is booming, driven by their effectiveness...
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Professional Investors
Stronger for longer in multi-asset credit
Stronger for longer in multi-asset credit
With fears of an economic hard landing abating and rates expected to stay higher for longer, can a greater...
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Professional Investors
Short duration high yield is offering an attractive entry point
Short duration high yield is offering an attractive entry point
With interest rate volatility likely to continue, Muzinich & Co explains how investors can insulate their...
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