With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.
From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.
In today’s uncertain environment, high yield multi-asset credit strategies look compelling—especially given their strong track record through the cycle and the potential for attractive income.
Uncertainty over the direction of interest rates has led to a significant widening of spreads in the agency mortgage-backed securities market, creating a potentially attractive opportunity for investors.
The high yield bond market has undergone a fundamental shift over the last decade, with today’s higher-yielding, higher-quality market looking particularly resilient in the face of a potential downturn.
Is all the doom and gloom around commercial real estate warranted? Or are there still opportunities for savvy investors? Joe Gorin discusses this and why tomorrow's real estate equity portfolios may ultimately look significantly different than those of today.
While further capital declines are still occurring, we are now technically past the trough of the European property cycle. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in the asset class.
Tight financial conditions brought about by monetary policy are causing investors to rethink their yield requirements—and this is putting continued pressure on property prices. The Barings Real Estate team discusses how this backdrop is presenting both challenges and opportunities in U.S. real estate.
CLOs have enjoyed strong demand this year as investors perceived a favorable risk-return balance—but the path ahead looks less straightforward.