Content (625)

  • CLOs- Quality is Key

    White papers

    CLOs: Quality is Key

    2024-02-08T15:19:00Z

    While there are potential opportunities across the CLO capital structure, we continue to favor higher-quality tranches.

  • quarterly-emd-hero

    White papers

    Emerging Markets Debt: Cautiously Optimistic

    2024-02-08T15:17:00Z

    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.

  • IG Credit- Finding Value in Less Conventional Places

    White papers

    IG Credit: Finding Value in Less Conventional Places

    2024-02-08T15:15:00Z

    While spreads have tightened, investment grade credit continues to offer compelling total return potential as well as many idiosyncratic opportunities.

  • High Yield- Can the Strength Continue?

    White papers

    High Yield: Can the Strength Continue?

    2024-02-08T15:07:00Z

    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.

  • Martello Re- Building a Reinsurer from the Ground Up

    Podcast

    Martello Re: Building a Reinsurer from the Ground Up

    2024-02-08T14:47:00Z

    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.

  • The (Still) Compelling Case for Broadly Syndicated Loans

    White papers

    The (Still) Compelling Case for Broadly Syndicated Loans

    2024-02-08T14:44:00Z

    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.

  • Bond Investment for Tough Times

    White papers

    Bond Investment for Tough Times

    2024-02-08T14:37:00Z

    Martin Horne recently spoke with IPE about his outlook for credit, what we can expect in the new era for fixed income and what sets Barings apart.

  • A Compelling Value Proposition in EM IG Corporate Debt

    White papers

    A Compelling Value Proposition in EM IG Corporate Debt

    2024-01-05T16:30:00Z

    Elevated yields, improving credit quality and lower interest rate risk are presenting a strong case for EM investment grade corporate debt—especially in a soft landing scenario.

  • The Turning Tide in Technology

    White papers

    The Turning Tide in Technology

    2024-01-05T16:06:00Z

    With all the headlines surrounding OpenAI’s recent management turmoil and nVidia’s exceptional earnings, is the market paying enough attention to the signs of recovery in the core bedrock of technology? Is this a harbinger of even better times for the tech sector?

  • 2024 Outlook- Direct Lending

    White papers

    2024 Outlook: Direct Lending

    2024-01-05T15:50:00Z

    Our direct lending experts bring into focus the biggest challenges and opportunities shaping private credit markets in the U.S., Europe and Asia Pacific.

  • 2024 Direct Lending Outlook

    Podcast

    2024 Direct Lending Outlook

    2024-01-05T15:34:00Z

    Can the impressive growth of the direct lending asset class continue? Or will higher rates and increased competition mean more defaults and lower spreads are on the horizon? Our experts across the U.S., Europe and Asia-Pac weigh in on the prospects for the asset class in 2024.

  • European High Yield- Can the Winning Streak Continue?

    Video

    European High Yield: Can the Winning Streak Continue?

    2024-01-05T15:26:00Z

    Craig Abouchar, Managing Director, European High Yield, discusses the key factors that have made European high yield bonds compelling this year—and explores the outlook for the asset class against an uncertain macroeconomic backdrop.