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Fixed Income Insights
Are High Yield Investors Being Compensated for Risks?
This piece is approved to use with clients.
In the context of today’s fundamental backdrop and default outlook, spread levels suggest investors are being fairly compensated, relative to other points in the cycle, for the amount of risk they are taking.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Fixed Income Insights
Emerging Markets Sovereign Debt: Does Active Management Pay?
This piece is approved to use with clients.
The performance of Emerging Markets Sovereign Debt can—and does—vary widely from country to country. In this piece, Barings’ Cem Karacadag explores how an active approach can be key to selecting the most attractive opportunities, while also avoiding the bad apples.
Fixed Income Insights
Streaming Income - High Yield: Rates, Recessions and Relative Value
This piece is approved to use with clients.
While there is no shortage of risks to consider in today’s high yield markets—from ESG to the end of the credit cycle—Barings’ Martin Horne describes how taking a contrarian approach can help investors uncover pockets of value.
Policy and Regulatory Commentary
Washington Update: Reg BI - A Case Study in Politically Fueled Regulatory Whiplash
This piece is approved to use with clients.
Earlier this week, a U.S. district court in New York state dismissed a consolidated lawsuit that had sought to halt implementation of the U.S. Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rule.
IN MEMORIAM - Jud Bergman Chairman and Chief Executive Officer (1957-2019)
It is with immeasurable sadness that we share the news that Jud Bergman, our Chairman and Chief Executive Officer, passed away as the result of a terrible car accident on Thursday, Oct. 3. His wife, Mary Miller, also sadly perished in this tragedy. As Envestnet’s founder, Jud was a remarkable leader whose vision, brilliance and drive built the foundation for Envestnet’s success.
Policy and Regulatory Commentary
Washington Update: Impeachment - A Bust for Legislation, a Boon for Regulation
This piece is approved to use with clients.
Normally, news of a sitting U.S. congressman resigning from office just before he pleads guilty to insider trading charges would consume much of the conversation inside the Beltway. But these, of course, are not normal times.
Market Outlooks
The Market Has a Math Problem
This piece is approved to use with clients.
The market has a math problem—or does it? It all depends on where rates go.