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Market Outlooks
Streaming Income - Part 2: Barings' Risks, Opportunities & Predictions Podcast
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Where can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings' leaders across high yield and investment grade credit, private credit, private equity and real estate.
Market Outlooks
Streaming Income - Part 1: Barings' Risks, Opportunities & Predictions Podcast
This piece is approved to use with clients.
In Part 1 of our 2-part series, Barings' investment professionals touch on topics from politics to trade wars to economic growth—and offer their perspectives on why EM currencies, international equities and EM local debt might outperform in 2020.
Market Outlooks
A brave new Fed
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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.
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?
Philanthropy
Streaming Income - Social Impact: Changing Lives with Coffee
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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.
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.
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.
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.