All Credit articles
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White papersWhere next for credit markets?
There are a host of challenging questions for credit investors right now, among them:
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Research Report
Asset Allocation: Think portfolio construction
Using a factors-first lens to find opportunities in today’s alternatives market
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White papers
How Innovations in Private Credit Are Driving ESG Progress
Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices.
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White papers
Private Debt, Capital Solutions and the Early-Cycle/Later-Cycle Paradox
Early-cycle growth prospects should incentivize investment, but later-cycle valuations can give pause: Private debt and capital solutions could resolve the paradox.
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White papers
The Preferred Option
How tailored solutions deploying preferred stock can help private equity-owned companies solve a pressing challenge in their capital structures—and earn very attractive risk-adjusted returns in the process.
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White papers
CLO equity: Where does it fit in investor allocations?
CLO equity has garnered increasing levels of investor interest, primarily due to the potential for high returns driven by a robust yield profile – a relative rarity in today’s low-yield investment landscape.
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White papers
Blog | Credit where credit’s due; refining European high-yield indexes for the post-Covid economy
High-yield markets performed strongly despite Covid…
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White papers
Fiorino: banks versus shadow banks, a heavyweight battle emerges from new financial fields
Money gives weight to power, with the all-pervasive field of banking typically behind this transformation. However, as Fiorino discovers, a previously hidden force in the banking universe is now revealing its massive influence…
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White papers
2021 Midyear Global Credit Outlook
Credit performance was mixed in the first half against a backdrop of accelerating growth and strong monetary and fiscal support for the economy. We remain constructive, with a watchful eye on inflation trends and a focus on selectivity, embracing complexity and global opportunities.
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Podcast
The Investment Podcast: Sustainability in private credit – can the two go hand in hand?
While sustainability has been most obviously implemented within public markets, appetite from investors to access private market opportunities has grown.
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White papers
Private credit markets - opportunities opening up across the spectrum
With countries around the world rolling out their vaccine programmes and with growing optimism about the outlook for the global economy, has a potential return to normality been reflected in private and illiquid credit?
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White papers
Views from the credit desk: Bullish and Bearish Cases
2021 has seen a wide dispersion in asset price returns, driven by a more inflationary environment. Commodities, stocks and high-yield are up, but investment-grade and government bonds are down.
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White papers
Economic Transparency means a creditworthy sovereign
In this paper, Eaton Vance Management explores the relationship between Economic Transparency and Yield Spreads, Credit Ratings, Stock Price Volatility and Trust in Government across 130 countries.
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White papers
CLOs: What’s Driving the Opportunity Today?
Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward.
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White papers
SDG Engagement High Yield Credit Annual 2020 Report
Seeking twin objectives of strong financial performance and positive social and environmental impacts that contribute to achieving the 17 Sustainable Development Goals (SDGs), we launched SDG Engagement High Yield Credit in October 2019.
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White papers
Strategies for Navigating an Unrecognisable Bond Market
As the saying goes, there’s no rest for the weary, and many bond investors understand that feeling right now.
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White papers
European Private Credit: Positive Momentum
Barings’ Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months.
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White papers
Three Strategies for Navigating Turbulent Bond Markets
Today’s market environment taps into bond investors’ primal fears. Extremely low yields make it tough to find sufficient income and potential return. Economic growth is rebounding from its 2020 collapse, but the world’s grip on recovery is uncertain.
