All Investors articles – Page 15
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White papersThe curious case of rising US Treasury yields
A number of factors are likely prompting the move.
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White papersSI Brochure – Taking action!
Join us on our journey through sustainable investing in real assets
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White papersTreasury market turmoil: How might the Fed react?
The US Treasury market has come under pressure after President Donald Trump’s sweeping tariff announcements triggered a widespread sell-off in bonds. As policy decisions with deep financial implications are rapidly made and reversed, it is understandable that holders of US assets might feel a sense of unease.
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White papersBeyond traditional fixed income: Diversifying into specialty finance
Investors are seeking to diversify their fixed income and credit exposure. Of the options available, structured finance has emerged as a compelling choice as a complementary allocation. Learn how it can help diversify and enhance returns within portfolios.
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White papersCold Storage: A Niche Property Heating Up
The cold storage sector was viewed as a non-institutional property type for most of the last century, but that view has changed in the last 15 years. Institutional capital began to gravitate toward the sector in a meaningful way beginning in the early 2010s, and that process has accelerated in recent years. Since 2015, cold storage transactions accounted for only 0.4% of total commercial real estate investment activity in dollar terms.
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PodcastVolatility: Finding True Diversifiers
As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how can tools like dynamic diversification help strengthen portfolios?
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VideoCLOs: Past, Present & Future
Barings’ Head of Global CLOs, Adrienne Butler, retraces the history of the CLO asset class from its emergence in the late-1990s through the trials of the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.
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White papersRationalized
Trevor Slaven and Ben Gillingham of Barings’ Multi-Asset Strategy & Allocation team explore how investors can manage risk and capitalize on opportunities in this analysis of the Trump administration’s announced tariffs and their resulting impact on global economies and markets.
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White papersDriving Opportunities Through Bespoke Capital Solutions
In this Q&A, Michael Searles explains why capital solutions strategies continue to gain attention despite the current uncertain backdrop and looming maturity wall.
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White papersPrivate Credit 2.0 Is Here
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
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White papersEquity Outlook: Finding Silver Linings in Very Cloudy Markets
As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.
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PodcastOuterblue Talks Research - Seat belts fastened for the global economic rewire
The market roller coaster continues. After riding a wave of optimism in Europe in the wake of the German fiscal bazooka to increase defence spending, the confirmation of US tariffs sent markets suddenly plunging. What will be the economic impact of Trump’s approach to trade and tariffs?
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WebinarWhat’s Next for Europe and the World
Against a backdrop of rising geopolitical tensions and a shifting transatlantic relationship, our panel of experts - Monica Defend, Head of Amundi Investment Institute & Chief Strategist; Amaury D’Orsay, Head of Fixed Income; and Barry Glavin, Head of Equity - share their initial assessments of recent trade tariffs and their implications for the global economy and markets, with a special focus on Europe.
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White papersTariffs explained: Assessing global economic impact
The much-anticipated “Liberation Day” on 2 April has provided investors with more details on the direction of US trade policy under the Trump administration. Despite hopes of a more moderate approach, the tariffs were much more substantial than expected, raising the prospect of lower economic growth, higher inflation and interest rate cuts.
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White papersApproaching peak uncertainty in the Strait of the Sirens
Adding to stocks, trusting the sailors.
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