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.
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.
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.
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
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.
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.
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.
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.
Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Erik Ristuben, Russell Investments Chief Investment Strategist, as they share their market outlooks for 2019. Listen as they discuss the unique risks and opportunities associated with late cycle investing.