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Fixed Income Insights
Distressed Debt: Capturing Late-Cycle Value
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Barings’ Stuart Mathieson and Bryan High discuss how recent macro events and credit market dynamics are impacting the outlook for distressed debt.
Fixed Income Insights
Beyond the Index – IG Credit: The Hidden Risks of “Safe” Bond Strategies
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Traditional investment grade bond strategies are meant to help their owners sleep at night. But hidden credit and interest rate risks make benchmark-hugging more hazardous than many realize. Counterintuitively, CLOs, ABS and EM debt may be part of the solution.
Fixed Income Insights
Streaming Income - CLOs: Triple C's and Market Unease
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Taryn Leonard and Melissa Ricco, Co-Heads of Barings’ Structured Credit Investment Team, discuss the recent loan market weakness, and how technical pressures are creating value opportunities in the CLO market.
Fixed Income Insights
Streaming Income - EM Debt: Navigating the Geopolitical Noise
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From the Middle East to China to Argentina, investors face no shortage of geopolitical risks and negative headlines. But is there still value to be found across emerging markets? Dr. Ricardo Adrogué weighs in.
Fixed Income Insights
Streaming Income - High Yield: Rates, Recessions and Relative Value
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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.
Fixed Income Insights
Streaming Income - Distressed Debt: How This Cycle May Be Different
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Barings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the significant growth in private credit and European high yield since the last cycle.
Fixed Income Insights
Streaming Income - Fixed Income: Looking Beyond the Index for Late-Cycle Value
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Head of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, investment grade credit and emerging markets debt.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Investing Ideas
Streaming Income - Financing the Internet of Things: Live from Barings 360
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In this episode of Streaming Income recorded live on stage at the Barings 360 Private Markets Conference, Dr. Christopher Smart discusses his latest white paper.
Investing Ideas
Streaming Income - Is There Style Drift in Middle Market Lending?
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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.
Investing Ideas
Streaming Income - High Yield Bonds & Loans: Where to Next?
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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?
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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.