Viewpoints

The likelihood that the E.U.’s Digital Markets and Digital Services Acts achieve their aims, and significantly alter the status quo for major internet companies, remains low.

From capital structure seniority and high historical recovery rates, to lower interest rate sensitivity and compelling yields, global senior secured bonds offer a number of potential advantages.

Illiquid asset classes like private placements and infrastructure debt can offer investors incremental risk-adjusted returns, as well as a number of other compelling competitive advantages.

Co-Head of Structured Credit, Melissa Ricco discusses the current state of the collateralized loan obligation (CLO) market. She provides insight into the year-to-date performance of the asset class, the current credit quality picture, and what risks the team is monitoring.

Though economic growth faces increasing headwinds from geopolitical tensions and inflation, the U.S. commercial property market remains underpinned by healthy macroeconomic fundamentals. The Barings Real Estate team discusses

The duration of the Ukrainian conflict and its macro-economic impact on the rest of the world remains key to assessing market pricing prospects—but the current significant property yield bond spread will soften any fallout. The Barings Real Estate team discusses.

Head of Private Multi-Strategy Investing, John McNichols discusses how private asset portfolios can be constructed to help investors achieve diversification and manage risks from inflation and rising rates to geopolitical conflict.

In the context of a thin new issue pipeline, secondary market CLOs look more interesting, on balance, relative to new issues.

The Russia-Ukraine conflict and rising interest rates have affected all bond markets, but opportunities remain among the investment grade universe.