Viewpoints

The market is shifting toward one where value is led by real estate fundamentals, but it's important to “spend time in the tails” as structural changes introduce a broader range of potential outcomes.

In this animated explainer video, we unpack what portfolio finance is, why it’s gaining traction, and how it’s helping investors tap into private markets with flexibility, diversification, and downside protection.

Head of US & European Real Estate Debt, Nasir Alamgir, joins Streaming Income to discuss why investors - especially those focused on private credit - have been increasingly allocating to real estate debt, and how the opportunity set continues to evolve.

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 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.

In this Infrastructure Investor roundtable, Richard Parker joins other industry professionals to explore how U.S. President Trump’s legislation is reshaping the investment opportunity for infrastructure debt.

European high yield has been resilient during periods of lower growth. And, looking forward, we believe there are several key reasons why the asset class remains well-positioned, despite the unknowns on the horizon.