Viewpoints

In an environment of higher rates and uncertainty, the combination of seniority and security, relatively lower interest rate sensitivity, and high current yields presents a compelling case for senior secured bonds.

Capital solutions constitute an increasingly popular investment category that seeks to provide equity-like returns with less correlated market risk throughout the credit cycle.

Emerging market fundamentals remain strong and continue to provide opportunities despite risks in developed markets that raise cautionary flags.

Banking stresses added volatility to first-quarter markets already coping with rising rates and recession fears. Still, with corporate fundamentals sound, high yield investors and issuers are more cautious than fearful.

CLOs continue to offer compelling opportunities for disciplined investors—especially as robust structures provide protection against some of the lingering macroeconomic headwinds.

Barings 360° was designed by LPs, for LPs, in an effort to challenge conventional wisdom and expand investors’ perspectives on a wide range of asset classes.

Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.

Chris Sawyer, Head of European High Yield, provides an overview of the current conditions in the global loan market and explains why now may prove to be a particularly attractive time to deploy capital into the asset class.

Challenging technical conditions have caused high yield spreads to widen beyond what fundamentals would suggest, potentially setting the stage for strong performance in loans and senior secured bonds, in particular.