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Fixed Income Insights
Research in Action: Banks cash in on rising rates
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Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Client Life Events
Invested in Connecting Women: How Community Builds Confidence
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In this episode of Invested in Connecting Women, host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.
Client Life Events
Emergency savings: Planning for the unplannable
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The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.
Fixed Income Insights
Beyond the Index – A Traders’ View on How Fixed Income Markets are Operating
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Dr. Christopher Smart hosts a conversation with Barings’ senior traders, Steve DiVittorio and Rishi Kapur on the mechanics of how fixed income markets are functioning in the current crisis, how that compares to past periods of extreme volatility, and what opportunities may result.
Fixed Income Insights
Beyond the Index – EM Debt: When Prices Decouple from Fundamentals
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Dr. Ricardo Adrogué discusses how the global pandemic has impacted emerging markets, including implications for sovereign and corporate debt markets, as well as interest rates and currencies.
Fixed Income Insights
High Yield: Navigating COVID-19
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Barings’ Martin Horne puts the recent volatility in high yield markets into context and describes how the Barings team is both managing risks and finding value opportunities through the crisis.
Fixed Income Insights
Private Credit: Why Last Cycle's Playbook Won't Work This Time
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Barings’ Jon Bock discusses the recent Insights paper he authored, which describes the mistakes that investors continue to make when allocating to private credit—and, importantly, how to avoid them.
Fixed Income Insights
Distressed Debt: Capturing Late-Cycle Value
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Barings’ Stuart Mathieson and Bryan High discuss how recent macro events and credit market dynamics are impacting the outlook for distressed debt.