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Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: US Labor Market Cracks Emerging?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
Anatomy of a Recession: The Lagged Effects of Rate Hikes have Started
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A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?
Fixed Income Insights
High Yield: Bridging the Gap to a Post-COVID World
What lies ahead for high yield markets? Head of Global Public Fixed Income, Martin Horne weighs in on what the bifurcated asset price recovery, record issuance levels and falling default expectations imply for high yield markets in the months ahead.
Fixed Income Insights
Can EM Issuers Pay Their Debt—And Will They?
Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
Market Outlooks
How Will Economics & Politics Shape Markets in H2 2020?
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.
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
EM Debt: Downturns, Defaults & Diamonds in the Rough
Barings’ Omotunde Lawal and Cem Karacadag explain how COVID-19 is impacting the economies of emerging markets, and how lower oil prices and loose monetary policies may influence the future default picture.
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.