All Loans articles

  • Developed APAC- Capitalizing on a Compelling Growth Story
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    Developed APAC: Capitalizing on a Compelling Growth Story

    2024-11-29T15:37:00Z By Barings

    The developed APAC direct lending market is relatively nascent compared to the U.S. and Europe but offers similar risk and return characteristics—with the added benefit of diversification and access to a compelling global growth opportunity.

  • Rise of the Residential Whole Loan
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    Rise of the Residential Whole Loan

    2024-11-29T14:43:00Z By Barings

    Given the potential for yield and capital efficiency, residential whole loan mortgages have been the fastest growing asset class in life insurers’ investment allocations in recent years. Partnering with a manager that has the experience and resources to navigate this dynamic market is key.

  • Insurance FixedIncome at the Top of the Cycle
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    Insurance Fixed Income at the Top of the Cycle

    2024-11-08T13:05:00Z By Neuberger Berman

    How a fixed income portfolio split between core government bonds and high quality private assets can both augment yield and build strength for an economic slowdown.

  • MetLife- ABS
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    ABS: Normalizing Delinquent Behavior

    2024-10-31T11:27:00Z By MetLife Investment Management

    Economic uncertainty and recession fears, combined with deteriorating metrics for consumer ABS, have given some investors pause, but we are relatively optimistic.

  • The-US-Opportunity_hero_gradient
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    The U.S. Office Debt Opportunity

    2024-10-30T12:41:00Z By Hines [Real Estate - North America]

    We see a compelling thesis, with multiple complementary investment approaches, forming for investors around the office sector’s current and anticipated capital needs.

  • High Yield- Resilience Amid a Shifting Backdrop
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    High Yield: Resilience Amid a Shifting Backdrop

    2024-10-24T11:38:00Z By Barings

    With the favorable fundamental and technical backdrop firmly in place, and attractive income opportunities remaining in both bonds and loans, the case for high yield continues to be compelling.

  • Demystifying the world of structured credit
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    Demystifying the world of structured credit

    2024-10-16T12:26:00Z By M&G Investments

    As an asset class, Structured Credit has been around for decades. However, despite not being new, many investors remain slightly mystified by it and the role(s) it could play in their portfolios, being labelled as overly complex or an investment area reserved largely for highly experienced investors. Despite the perception, structured credit in fact is very straightforward with a focus on loan and credit products that help provide an integral source of funding for the real economy.

  • article-hero-1200x406-relativevalue_4q24
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    Relative Value & Tactical Asset Allocation Q4 2024

    2024-10-03T14:06:00Z By MetLife Investment Management

    We are anticipating a stable macro environment in the near future, with some uncertainties stemming from U.S. elections and monetary policy. We continue to look for spreads to mostly remain range bound, with a low chance of further tightening. With a low risk of recession, a carry strategy is preferred in the next quarter or two, meaning we prefer investments with attractive yields, while remaining cautious about potential weakness.

  • CIO_1600x500_Hero_2024_09_30
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    CLOs Go Mainstream

    2024-10-03T11:00:00Z By Neuberger Berman

    Rates are on their way down—so why are investors lining up for these floating-rate securities?

  • Prime Time for CLOs
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    Prime Time for CLOs

    2024-09-30T11:34:00Z By Barings

    In this Pensions & Investments Q&A, Adrienne Butler breaks down the qualities that make CLOs a solid investment amid shifting market dynamics and the potential for further rate cuts.

  • The shifting landscape within direct lending
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    The shifting landscape within direct lending

    2024-09-24T11:02:00Z By M&G Investments

    The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.

  • Prime opps in DL_1208x604_thumbnail
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    Prime opportunities within direct lending

    2024-09-23T09:46:00Z By M&G Investments

    Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.

  • apac-private-credit-hero
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    APAC Private Credit

    2024-09-20T15:13:00Z By Barings

    We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.

  • direct-lending-sweet-spot-cover-sept-2024-banner-image
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    Locating the sweet spot in direct lending

    2024-09-20T15:04:00Z By Federated Hermes

    On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.

  • real-estate-debt-cover-blocks-banner-image
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    The Power of Diversification

    2024-08-28T13:23:00Z By Federated Hermes

    Economist Harry Markowitz’s seminal 1952 essay on modern portfolio theory argues that through careful diversification, a portfolio can reduce the ‘specific risk’ associated with individual holdings, and more effectively track wider market performance. In this paper, however, we outline why Markowitz’s theory has limited practical application in private markets, and instead lay out an alternative approach to diversification that we feel is better suited to real estate and private credit.

  • Private_Debt_Few_Facts_Behind_the_Fears_1600x500
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    Private Debt: Few Facts Behind the Fears

    2024-08-22T13:22:00Z By Neuberger Berman

    Despite a rising tide of negative media coverage, we believe that private debt still has tremendous potential to deliver attractive risk-adjusted returns for investors. In this piece, we aim to separate fact from fear when sizing up the private debt market, thereby potentially helping investors and allocators capture the opportunities that lie within it.

  • PIMCO
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    Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market

    2024-07-31T16:27:00Z By Pacific Investment Management Company (PIMCO) (Real Estate - Homepage)

    For commercial real estate (CRE) borrowers and lenders, central banks have been a persistent source of frustration in recent years. Aiming to rein in stubborn inflation, the Federal Reserve and most of its peers have maintained elevated interest rates longer than anticipated. That’s their mandate, of course. But the consequences have been immediate pain for CRE borrowers facing higher debt costs, along with a duller discomfort from falling valuations due to reduced liquidity and higher capitalization rates.

  • CIO_1600x500_Hero_2024_07_29
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    A Soft Landing Is Still a Landing

    2024-07-31T15:26:00Z By Neuberger Berman

    What do slowing growth, lower inflation, tight credit spreads and a steepening yield curve mean for our fixed income views for the rest of the year? If the big story of the moment in equities is the epic rotation out of mega-cap stocks  and into smaller companies, the equivalent in fixed income is the ongoing, sharp unwind of a record-breaking U.S. yield curve inversion.

  • High Yield- A Continued Bright Spot
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    High Yield: A Continued Bright Spot

    2024-07-31T10:47:00Z By Barings

    Compelling income opportunities supported by favorable fundamental and technical conditions continue to attract investors to high yield bonds and loans.

  • CLO Equity- 101
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    CLO Equity: 101

    2024-07-31T10:29:00Z By Barings

    From quarterly cashflows to compelling total return potential, CLO equity offers a number of potential benefits. But the asset class is often overlooked, due in large part to its perceived complexity relative to more traditional fixed income investments.