Viewpoints

With yields on bonds and loans near historical highs and the credit quality of the high yield market materially higher than in past cycles, investors may not need to take excessive risks to earn attractive returns in below-investment-grade markets today. Scott Roth explains.

Adrienne Butler recently spoke with Asset Securitization Report in this Q&A about developments in the U.S. CLO market and her outlook for the remainder of 2023.

While there are challenges in real estate, the landscape is presenting attractive value opportunities at a point when we are approaching the bottom of the cycle.

In this Q&A, Tyler Gately discusses what’s driving the growing popularity of evergreen vehicles, what the key challenges at the fund structure level are, and how private credit fund structures are likely to evolve going forward.

As investors say goodbye to the beach and return to their desks, the private credit market greeting them upon their return offers some of the most attractive dynamics in years.

Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA's Global High Yield Roundtable and discussed the state of the high yield market today, and how the team are navigating elevated levels of volatility.

Orhan Sarayli, Head of North America on Barings' Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.

With inflation on the way down, we are likely past peak interest rate anxiety and hopefully close to the trough of the European property market cycle. The Barings Real Estate team discusses what this means for opportunities in real estate.

The commercial real estate market downturn persists, but unlike prior downturns, this one has not been accompanied by an economic recession. The Barings Real Estate team discusses how this backdrop is presenting both challenges and opportunities in the U.S. real estate market.