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Fixed Income Insights
Streaming Income - EM Debt: Navigating the Geopolitical Noise
This piece is approved to use with clients.
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
IG CLOs: Strong Excess Return Potential, Lower Volatility
This piece is approved to use with clients.
IG CLOs can offer investors the benefits of spread pick-up and lower mark-to-market volatility, largely due to underlying collateral performance and structural security. But above all, manager selection is critical—even at the highest-rated tranches.
Fixed Income Insights
Are High Yield Investors Being Compensated for Risks?
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In the context of today’s fundamental backdrop and default outlook, spread levels suggest investors are being fairly compensated, relative to other points in the cycle, for the amount of risk they are taking.
Fixed Income Insights
Emerging Markets Sovereign Debt: Does Active Management Pay?
This piece is approved to use with clients.
The performance of Emerging Markets Sovereign Debt can—and does—vary widely from country to country. In this piece, Barings’ Cem Karacadag explores how an active approach can be key to selecting the most attractive opportunities, while also avoiding the bad apples.
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.
Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Fixed Income Insights
Did the Fed just go Minority Report?
We believe the Fed is taking a risk — one we hope works — in shifting from reactive to preemptive monetary policy. It was not that long ago that the Fed was more forthright about the uncertainty inherent in economic forecasting as Chairman Powell used the analogy of walking into a dark room and slowing down to avoid furniture as an analogy for the Fed’s situation. Today, they seem more certain that they know the future and aim to alter it.
Fixed Income Insights
Distressed Debt: Seeking Opportunity in Choppy Waters
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Stuart Mathieson, Head of Barings’ Global Special Situations group, and Bryan High, Co-Portfolio Manager of the strategy, discuss how the macro environment is impacting their outlook, and where they're seeing distressed debt opportunities today.
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
Fixed Income: Upending the Conventional Approach
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Michael Freno, Head of Global Markets, shares his view on where value can still be found in fixed income, despite the uncertain current environment—and why investors may need to look beyond traditional indexes in high yield, investment grade and emerging markets debt.
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.
Leveraging Technology & Data
Create, curate and connect: social media for advisors
Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tweet.