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Market Outlooks
EMD: Further Room to Run?
Emerging markets debt rallied strongly in the second quarter—and while risks remain ever-present, the asset class may benefit from continued monetary stimulus and the potential for a sharper economic bounce-back in the second half of the year.
Market Outlooks
Investment Grade Credit
Whatever It Takes: After the historic rollercoaster ride IG credit took in the first quarter, U.S. policymakers seem to have won the day, at least for now—with their own version of the phrase made famous by former ECB President Mario Draghi: Whatever it takes.
Market Outlooks
CLOs: Looking Down the Road to Recovery
CLOs rallied in the second quarter as liquidity returned and supply/demand dynamics began to normalize. While opportunities have emerged—particularly in high-rated tranches and new issue BBs—active management is key.
Market Outlooks
High Yield: The Power of Flexibility in Volatile Times
Ample liquidity from central banks has driven a significant recovery across markets, including high yield. But with much uncertainty still ahead, we see benefits to moving up the capital structure and considering secured assets.
Market Outlooks
How Will Economics & Politics Shape Markets in H2 2020?
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.
Market Outlooks
The easy part
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It's over. Now investors will have to deal with rising challenges.
Market Outlooks
The consumer returns
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As the economy recovers, where spending is picking up.
Fixed Income Insights
Seeking opportunities in a 'crooked U' recovery
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Dramatic dislocations offer selective potential upside in fixed-income credit.
Market Outlooks
Always pursuing 'a more perfect Union'
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2020's challenges and responses reflect Americans' indelible spirit.
Policy and Regulatory Commentary
The Bare Minimum: What Congress Actually HAS To Do This Year
Members of Congress are have been back in their home states and districts for the last two weeks and won’t return to Washington until July 20.
Market Outlooks
Now what?
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After spring's big rally, a possible pause in a still-bullish scenario.