While there is no shortage of risks to consider in today’s high yield markets—from ESG to the end of the credit cycle—Barings’ Martin Horne describes how taking a contrarian approach can help investors uncover pockets of value
The performance of Emerging Markets Sovereign Debt can—and does—vary widely from country to country. In this piece, Barings’ Cem Karacadag explores how an active approach can be key to selecting the most attractive opportunities, while also avoiding the bad apples.
Global leading indicators ticked up slightly in August, but remain in contraction territory. While global growth has slowed, risks are tilted to the downside. The mounting toll of higher trade costs, decreased investment and dwindling confidence are weighing on growth.
Investment Risks Are Harder to Ignore
Economists know that even the freshest data only records what has already happened, and their visibility of what may come is murky at best. Recent sightings in the rearview mirror look increasingly ominous as the U.S. enters a record 123-consecutive months of expansion. The faint glimmers ahead may well prolong it for a little while, but they had better get brighter soon or else be overwhelmed by the gathering gloom.
In the latest episode of Streaming Income, Darryl Lucas, Head of Equity Income, provides insight into how the Barings team seeks to capitalize on the power of compounding dividends while aiming to lower risk in the process.