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Tax Management
Your words matter! Especially when it comes to TAXES.
Russell Investments has crossed an important milestone with our Tax-Managed Model Strategies. We now have a 15+ year track record to talk about. One thing is very apparent: taxes are hard and the differences between approaches vary wildly.
Fixed Income Insights
Distressed Debt: Seeking Opportunity in Choppy Waters
This piece is approved to use with clients.
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
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
Fixed Income: Upending the Conventional Approach
This piece is approved to use with clients.
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.
Alternative Investments
Streaming Income - Private Equity: Where LPs Need to Do Their Homework Now
This piece is approved to use with clients.
From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
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.
Fixed Income Insights
Private Credit: How Supply/Demand Dynamics are Shaping the Landscape
This piece is approved to use with clients.
Ian Fowler, Co-Head of the North American Private Finance Group, discusses the dynamics of each middle market segment—including upper-end style shift resulting from competitive pressures—and explains why the traditional middle is the sweet spot.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Fixed Income Insights
High Yield: Identifying Value Amid Shifting Sentiment
This piece is approved to use with clients.
Despite the sharp turns in high yield markets over the past two quarters, companies ticked along without flinching—posting strong earnings over the course. David Mihalick, Barings’ Head of U.S. High Yield Investments, explains why.
Fixed Income Insights
The Potential Benefits of Global Senior Secured Loans
This piece is approved to use with clients.
In the current environment, senior secured loans are gaining traction for their potential to offer a blend of attractive yield and protection against both credit and interest rate risk.
Fixed Income Insights
High Yield: Five Takeaways for the Months Ahead
This piece is approved to use with clients.
From trade wars and Brexit to central bank posturing and recessions, there is no shortage of risks facing today’s markets. As we consider high yield in the context of this turbulent environment, there are five takeaways we think are worth considering in the months ahead.
Portfolio Construction Insights
Do your client portfolios carry hidden baggage?
How many of your client portfolios are built on yesterday’s thinking? Our tips for an upgrade.