Emerging markets have become increasingly out of sync with the U.S. in terms of inflation and economic growth. Markets are ignoring the disconnect, which could spell an opportunity for investors.
Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.
Life insurers are continuing to move toward less liquid securities—which provide the potential for yield enhancement—while simultaneously de-risking from a credit perspective.
Downward price pressures are easing in the European real estate market. The timing of recoveries in pricing by geographies and sectors likely will occur in line with variations in real estate debt refinancing funding gaps and long-term growth drivers. The Barings Real Estate team discusses how this is shaping investment opportunities.
The U.S. commercial real estate market is approaching stabilization and recovery, supported by consensus that policy rate cuts will happen eventually, followed by lower debt costs. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.
Against a backdrop of stickier-than-expected inflation, higher-for-longer rates, and persistent geopolitical risks, what is the outlook for high yield bonds and senior secured loans? Global High Yield Portfolio Manager, Brian Pacheco, weighs in.
Given their floating-rate nature and attractive incremental yield potential, CLOs continue to stand out in this year’s credit market rally.
A closer look at the dynamics shaping today’s high yield bond and loan markets reveals the potential for continued strong performance ahead.
The upbeat note on which EM debt entered the year continues to prevail. While tailwinds exist, there is also a myriad of potential risks to navigate in the coming months.
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