Content (612)
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White papersEM Debt: Are the Biggest Risks Behind Us?
With many EM elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But with geopolitical tensions continuing to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Some of the major risks facing emerging markets (EM) debt heading into this year have either passed or subsided. Many EM elections, for instance, are now behind us.
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White papersIG Credit: Finding Value in a More Stable Environment
Record-high yields and supportive fundamental and technical factors continue to present opportunities in IG credit amid stabilizing spreads. Slowly declining inflation and the U.S. economy’s ability to grow despite elevated real interest rates—the drivers of the U.S. Federal Reserve’s (Fed) current wait-and-see stance—have created a highly favorable environment for investment grade (IG) credit.
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White papersCollectors vs. selectors & the growing presence of direct lending megadeals
Where does the direct lending market end and the broadly syndicated market begin? With the growing prevalence of mega direct lending deals, the answer is less straightforward than it was even a few years ago.
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White papersBarings: Bigger Is Not Always Better in Private Credit
Stuart Mathieson spoke to Citywire Selector at this year’s SuperReturn about which part of the private debt market offers a better risk-return profile.
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Video10 Minute Masterclass—Senior Secured Loans
Senior secured loans offer a unique blend of attractive yield potential with some protection against both credit and interest rate risk. At a high level, senior secured loans have the potential to provide attractive risk-adjusted returns and other portfolio benefits.
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White papersA Paradigm Shift: Infrastructure Equity 2.0
Historically viewed as a yield-oriented and inflation-protected (but lower returning) asset class, infrastructure equity is transitioning to assets that could drive alpha in an investor’s portfolio.
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White papersPitchbook: Q&A: Barings BDC’s Freund Says Inbound Deal Activity Strong, Pricing May Tighten
Matt Freund recently shared his thoughts on the current state of the private credit market with PitchBook LCD.
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White papersEM Sovereign Debt: Spreads Are Tight… So What?
A superficial look at EM sovereign spreads suggests they may be too tight to offer attractive upside. We disagree, and here’s why.
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VideoHow Insurers Are Addressing Earlier Low-Rate Investments
Ken Griffin recently joined industry leaders on AM Best TV to discuss how insurers are managing assets amid shifting market dynamics and regulatory changes.
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White papersFour Reasons to Revisit EM Corporate Short Duration Debt
Against a potentially higher-for-longer backdrop, a short-dated approach to EM corporate debt can provide an opportunity to pick up income, incremental yield and diversification, with less volatility.
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PodcastGrowing Barings in Private Assets & Beyond
Barings Chairman & CEO, Mike Freno, joins the podcast to discuss recent developments in the firm’s Global Private Finance platform, the strong momentum in its public and private assets businesses, and where he and the Barings team see opportunities for growth ahead.
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White papersSenior Secured Loans: 101
At $1.8 trillion, the global senior secured loan market has grown substantially over the last 15 years. Here, we break down the key characteristics of the asset class and touch on how investors can access the many potential benefits on offer.
