All High Yield articles – Page 4
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White papers
Credit Roundtable: What Comes Next for Corporate Credit?
Do liquidity walls pose a danger to credit markets? While both investment grade and high yield defaults have remained mild, are these numbers expected to stay low? Katie Klingensmith, Bill Zox and Andrew Bogle (Brandywine Global) discuss the outlook for corporate credit.
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White papers
Higher for Longer, Longer the Stronger
We are leaning into quality as markets start to focus away from near-term tailwinds and onto medium-term headwinds.
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White papers
SDG Engagement High Yield Credit, H1 2023 Report
Achieving true sustainability in fixed income is no mean feat: it takes time, expertise, dedication and resources.
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White papers
Long the Strong
The prolonged adjustment to higher rates is just beginning, and we think it will likely be more painful for some than others.
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White papers
Africa’s Investment Outlook Depends on Macroeconomic Adjustments
Performance within Sub-Saharan Africa credits so far in 2023 has largely been driven by positioning and technicals which presents investors with opportunities.
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Video
Bonds are Back And so is Risk
The search for yield is over. The risk-management challenge has just begun.
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White papers
Go global for higher income
There is a new reality taking shape in global markets and investors may need to reset their expectations.
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White papers
Unlock income opportunities across key credit sectors
As rate cycles around the world move toward their peak, we could now be at an inflection point for fixed income.
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White papers
Working the Margins
While this is no time to be making major calls on asset allocation, in our view, there are abundant opportunities for generating incremental returns.
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White papers
From Low Ranger to High Plains Drifter
With the vast majority of rate hikes behind us, market volatility is set to fall. A tailwind from the reemergence of the “search for yield” is likely to follow.
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White papers
Global High Yield Roundtable
Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA’s Global High Yield Roundtable and discussed that state of the high yield market today, and how the team are navigating elevated levels of volatility.
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Podcast
Infrastructure Debt: The Growing Attraction
Orhan Sarayli, Head of North America on Barings’ Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.
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White papers
The what, why and how of the global fixed income and municipal markets
The evolving fixed income market environment: Key 2023 themes
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White papers
Under Pressure? High Yield Can Hold Up (Your Income Portfolio)
Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so.
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White papers
Mid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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White papers
On the Curve Carries On: Investing in Intermediate Corporate Fixed Income
Last year we highlighted the relative attractiveness of the intermediate part of the corporate curve. And a year later, we believe we continue to see value in the intermediate corporate credit space. In this paper, we highlight the potential opportunities for investors amidst the current valuations in high grade fixed income strategies across the curve.
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Video
The lasting bond: Will global yields retain their highs?
After several years of being at rock bottom, bond yields have entered a very intriguing place.
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White papers
Navigating rising distress levels in leveraged loans
A direct lending strategy focused on the northern European senior secured segment offers one of the best protected high yielding opportunities at the present time, says Laura Vaughan, Head of Direct Lending.
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White papers
High Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
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White papers
Fixed-Income Midyear Outlook: Surfing Lessons
Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities.