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Market Outlooks
A brave new Fed
This piece is approved to use with clients.
What does an inverted yield curve tell us? And how much should we plan for a recession? In this episode, we dive into current events in the fixed income markets and what it means for portfolios and clients.
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.
Goals/Needs-Based Investing
It’s personal: The growing need for financial wellness programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs. Phyllis Klein is a senior director at Captrust Financial Advisors, a firm that specializes in institutional advisory work. In this episode, Phyllis discusses the benefits and challenges of helping employers implement financial wellness programs for their employees.
Goals/Needs-Based Investing
Risk management: Life insurance
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?
Business Development
Modern marketing: Components of an advisor marketing strategy
As a financial advisor, you have a lot of responsibilities in managing your clients. At times you might not even feel like you have the time and resources to shift your priorities to grow your business further. Enter Matt Halloran, CEO of Top Advisor Marketing.
Philanthropy
Streaming Income - Social Impact: Changing Lives with Coffee
This piece is approved to use with clients.
On this special episode, we hear from Cemal Ezel, CEO & Founder of Change Please, a U.K. social enterprise that employs and trains members of the homeless community to become coffee baristas, and ultimately helps them to rebuild their lives.
Fixed Income Insights
Streaming Income - Distressed Debt: How This Cycle May Be Different
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.
Goals/Needs-Based Investing
Managing wealth for same-sex couples
Of course, working with same-sex clients is largely no different than working with any other group of clients, but in order to properly serve this community, advisors should understand the mindset, key issues, and changing laws and policies that directly impact their money and wealth.
Business Development
Purpose-led productivity: Achieving more with less
Time is a limited resource, and as a financial advisor, you have an increasing number of demands for your time. On this episode, we discuss productivity in many forms. We look at productivity through technology, systems, mindsets, and even personal habits and routines.
Philanthropy
Creating a lasting impact through financial education and mentorship
As financial professionals, we think about objectively managing finances almost every day. But for many, a lack of financial education makes this a difficult and intimidating task.
Business Development
Modern marketing: The secrets to a successful blog
This is the latest in a series of episodes where we take you “in the trenches” with financial advisors that are using modern media strategies to build their business.