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Financial Advice
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 credit exposure while potentially generating compelling returns via an allocation to short-duration...
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Financial Advice
An investor's definition of a 'great' company
The value of a business is the amount of money it will create for its owners over its lifetime, but working out what that figure is beforehand is complicated.
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Financial Advice
Lack of dispersion supports ‘up-in-quality’ bias in credit
Muzinich portfolio manager Ian Horn looks what at investors can learn from comparing mean and median credit spreads, and explains why current market conditions favour quality over beta.
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Financial Advice
The top trends in client portfolios
Discover the common tilts and biases across client portfolios in a shifting market.
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Financial Advice
Bridging the digital physical divide
Wealth management firms have traditionally built their reputation on client service, how this is changing in the digital world?
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Financial Advice
We are in a transition phase for equity markets
Equity markets are at an interesting junction with a soft landing environment and a desynchronised economy. What can investors expect?
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Financial Advice
Amid a hung parliament, should investors hang around?
The second round of the French election still delivered a shock result: the far-right National Rally was pushed into third place in a result that triggers days if not weeks of negotiations between the...
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Financial Advice
Unlocking key trends and opportunities with AI
Consumers have adopted AI for day-to-day tasks but how is it being used in the world of business and finance?
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Financial Advice
European credit losing appeal versus US
Growing political risk and lower credit spread premium is lessening the attractiveness of European credit, says Muzinich & Co.
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Financial Advice
Cutting through the noise of passive funds
When you're picking passive investment funds, there are a wide range of options.
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Financial Advice
Turning the tide on England’s water pollution crisis
Understanding the sources of pollution, why they happen and how the water crisis can be solved.
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Financial Advice
No one size fits all in private markets
Regulation is generally a good thing but applying public market styles to private markets can be problematic. Professional investors only.
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