Content (631)
-
Podcast
Is it Time for Fixed Income?
Global Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations.
-
White papers
Five Reasons to Consider IG Credit in 2024
Given normalizing yield levels, attractive total return potential and ongoing uncertainties, there is a compelling case to be made for IG credit in the year ahead.
-
White papers
Private Credit CLOs: 101
A growing part of the broader $1.3 trillion CLO market, private credit CLOs offer the potential for higher spreads relative to broadly syndicated CLOs—creating an interesting opportunity for long-term buy-and-hold investors.
-
White papers
EM Debt: The Benefits of a Blended Approach
The EM debt universe—larger, more diverse, and of higher-quality than generally perceived—offers compelling opportunities today. But given the uncertainties ahead, there are potential benefits to taking a blended approach.
-
Video
APAC Private Credit
We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.
-
Podcast
BDCs: The Cyclical & Structural Outlook
Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private credit asset class. Barings’ Matthew Freund discusses the cyclical and structural trends shaping the market opportunity today.
-
White papers
CLOs: Quality is Key
While there are potential opportunities across the CLO capital structure, we continue to favor higher-quality tranches.
-
White papers
Emerging Markets Debt: Cautiously Optimistic
Buoyed by a drop in 10-year Treasury yields, moderating inflation, and an economy that continues to chug along, emerging markets debt has entered 2024 on an upbeat note.
-
White papers
IG Credit: Finding Value in Less Conventional Places
While spreads have tightened, investment grade credit continues to offer compelling total return potential as well as many idiosyncratic opportunities.
-
White papers
High Yield: Can the Strength Continue?
Despite risks surrounding the direction of the global economy, high yield bonds and loans continue to offer attractive total return potential for long-term investors willing to look beyond the likelihood of near-term volatility.
-
Podcast
Martello Re: Building a Reinsurer from the Ground Up
Dennis Ho, CEO of Martello Re, sits down with Barings’ Colin Gordon to discuss the creation and rapid growth of Bermuda-based reinsurer Martello Re, and how trusted partnerships have been the key to tackling challenges ranging from investment returns to hiring and beyond.
-
White papers
The (Still) Compelling Case for Broadly Syndicated Loans
Even as the rate-hiking cycle looks close to its end, loans look well-positioned for strong performance in the year ahead, due largely to the high contractual income on offer.