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Fixed Income Insights
IG CLOs: Strong Excess Return Potential, Lower Volatility
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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?
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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
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.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
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
Private Credit: How Supply/Demand Dynamics are Shaping the Landscape
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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.
Client Life Events
Tips for interacting with people with disabilities
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This guide offers tips on interacting with people who have various special needs and disabilities.
Client Life Events
Beneficiary Planning Case Study
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Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Client Life Events
Government Benefits Guide
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An easy-to-follow roadmap to government benefits for special needs planning and tips on how to incorporate those benefits into your strategy.
Client Life Events
Special Needs Planning Checklist
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Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.