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Thomas Samson
High Yield Portfolio Manager at Muzinich & Co. He manages a large portfolio by high yield standards in Europe, overseeing 4 billion euros at Muzinich High Yield.
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Jul 9, 2025
• 39min
Investor Survey, Trade War and Dollar, 2H Outlook: Credit Crunch
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Thomas Samson, a High Yield Portfolio Manager at Muzinich & Co., oversees a massive €4 billion portfolio. He discusses the results from Bloomberg Intelligence’s latest investor survey on credit markets and analyzes the strong recovery in high yield during the first half of the year. Thomas delves into dollar flows into euro-denominated assets, the effects of the trade war on market dynamics, and investor sentiment moving into the second half. He also touches on private credit trends and the implications for default rates.
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