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Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
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Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Client Experience
Ep. 22: Partnering with Community Foundations to Strengthen Client Relationships In Uncertain Times - Elena
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In this episode, Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area) explains the foundation’s growing commitment to Racial Equity and how grants during the Coronavirus pandemic are being focused on supporting communities of color. She also describes how some foundations are partnering with advisors as they continue to manage clients’ charitable investments.
Client Experience
Ep 24: Leadership and Diversity - With Shundrawn Thomas
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Shundrawn Thomas, President of Northern Trust Asset Management discusses the role of leaders in DE&I. He also talks about his recent open letter – Breaking the Silence – in which he shares some of the experiences he has encountered as an African-American man in the hopes of giving a voice to the silent pain that many of our collective colleagues, friends and neighbors are currently experiencing.
Client Experience
Ep 25: Podcasting to Reach and Retain Clients in the Digital Age - With Matt Halloran
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For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI. In this episode, podcasting professional Matt Halloran shares his expertise in podcasting and how his company is helping advisors find their voice using this medium.
Fixed Income Insights
Weekly Fixed Income Commentary: Risk-averse market tone proves pervasive
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U.S. Treasury yields ended the week modestly lower, led by longer maturities. Markets appeared focused on escalating coronavirus concerns, despite generally stronger U.S. economic data.
Fixed Income Insights
ESG: The Intent Beyond the Income
ESG is playing an increasingly meaningful role in fixed income investing. At Barings, we formally integrate ESG across our corporate credit asset classes—but the way we apply our analysis is necessarily different due to the nuances of each market.
Fixed Income Insights
ESG in Fixed Income: Progress Over Perfection
Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.
Fixed Income Insights
Beyond the Index - Private Credit: The Turn of the Cycle
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler describe the evolving conditions in the North American and European private credit markets and where opportunities may arise in the months and years ahead.
Fixed Income Insights
Yield Curve Steepening Likely to Continue
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We expect economic data to improve going into the summer, so we anticipate continued Treasury yield curve steepening.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields end virtually unchanged despite an active week
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U.S. Treasury yields ended the week only slightly lower, masking the week’s volatility. Rates rose early in the week, led by longer maturities, when the Federal Reserve (Fed) announced it would begin purchasing individual corporate bonds.
Client Experience
The Search for an Advisor Like Me
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Analysts have been investigating the business case for diversity across industries for years and it has grown stronger. The Wall Street Journal’s research suggests that diverse and inclusive cultures may provide “companies with a competitive edge over their peers.” Companies participating in the study credited maintaining diversity with a range of benefits, including talent retention and better innovation and product development.