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Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.
Investing Ideas
Streaming Income - Is There Style Drift in Middle Market Lending?
This piece is approved to use with clients.
Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.
Fixed Income Insights
High Yield: Identifying Value Amid Shifting Sentiment
This piece is approved to use with clients.
Despite the sharp turns in high yield markets over the past two quarters, companies ticked along without flinching—posting strong earnings over the course. David Mihalick, Barings’ Head of U.S. High Yield Investments, explains why.
Investing Ideas
Streaming Income - High Yield Bonds & Loans: Where to Next?
This piece is approved to use with clients.
High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors factor in risks ranging from possible recession, to ratings downgrades, to liquidity concerns? Barings’ David Mihalick weighs in.
Investing Ideas
Streaming Income - Intangible Assets: A Source of Uncorrelated Income?
This piece is approved to use with clients.
In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role these assets are playing in diversified portfolios through a real-world example in the pharma royalty space.
Client Relationships
Deep Dive: Language - Having effective outcome-oriented client conversations
This podcast dives into how you can tweak their language in order to have more effective client conversations.
Investing Ideas
Navigating Change in China
This piece is approved to use with clients.
Barings’ Global Head of Equities, Ghadir Cooper, assesses the transformation of China’s economy, and explains why investors should be encouraged by the country’s decisive policy actions.
Fixed Income Insights
The Potential Benefits of Global Senior Secured Loans
This piece is approved to use with clients.
In the current environment, senior secured loans are gaining traction for their potential to offer a blend of attractive yield and protection against both credit and interest rate risk.
Investing Ideas
Streaming Income - Private Equity: Emerging, Women & Diverse Managers
This piece is approved to use with clients.
Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.
Investing Ideas
Streaming Income - EM Debt: A Brightening Picture?
This piece is approved to use with clients.
After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
Fixed Income Insights
High Yield: Five Takeaways for the Months Ahead
This piece is approved to use with clients.
From trade wars and Brexit to central bank posturing and recessions, there is no shortage of risks facing today’s markets. As we consider high yield in the context of this turbulent environment, there are five takeaways we think are worth considering in the months ahead.