Standpunkte

The CLO market remains well-supported by strong demand and resilient fundamentals, yet uncertainty persists. As macro forces and credit dynamics evolve, a disciplined, selective approach will be key to capturing opportunity—especially as innovation continues to reshape the landscape.

Europe has managed to weather various geopolitical storms this year, but the hoped for recovery in property investment has stalled. With property pricing also treading water, the opportunity to enter at the start of a new property cycle has been extended.

Barings' Joe Mazzoli sheds light on the factors currently shaping the landscape for business development companies (BDCs)—from the interest rates to credit dynamics—and what may lie ahead for investors in the the space.

High yield continues to be a credible source of income and diversification in today’s environment—but broad market beta is unlikely to deliver outsized returns, making security selection and disciplined positioning paramount.

U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.

The U.S. real estate market held steady in the first quarter as solid underlying fundamentals provide a foothold for rising tariff headwinds.

In this Q&A, Orhan Sarayli explains that although infrastructure debt is not immune to the current market volatility, the powerful tailwinds driving demand are stronger than any economic or political cycle.

A core asset class for insurance balance sheets throughout the economic cycle.

The EM debt universe—larger, more diverse, and of higher-quality than generally perceived—offers compelling opportunities today. But given the uncertainties ahead, there are potential benefits to taking a blended approach.