CLOs: A Case for Higher-Quality
CLOs continue to offer compelling opportunities for disciplined investors—especially as robust structures provide protection against some of the lingering macroeconomic headwinds.
Is the European Residential Sector Losing Its Luster?
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.
High Yield: When Technicals Create Opportunity
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.
IG Credit: Valuations More Attractive, But Uncertainties Loom
Despite the prevailing uncertainty, IG corporate fundamentals appear solid and yields are approaching potentially attractive levels relative to history.
Three Reasons to Consider CLOs
The combination of wider spreads, strong structural protections and low interest-rate sensitivity presents a potentially compelling case for CLOs.
Climate Change Roundtable
Investors everywhere are facing the reality and urgency of climate change. Our experts discuss where they’re seeing the most material effects across public and private markets today—and what they’re anticipating going forward.