Investment Grade
Diversified solutions based on a proven investment process.
Our established “through-the-cycle” track record of strong, risk-adjusted returns is built upon our team-based investment approach, our ability to generate investment ideas and a risk management process that uses qualitative and quantitative factors to construct and manage portfolios from a risk and volatility perspective.
Global Investment Grade Strategies
AUM: $161 million (December 31, 2020)
Our flexible, multi-credit strategy utilizes our investment expertise and a unique, time-tested approach to managing interest rate risk in order to identify value across global investment grade sectors.
Active Short Duration
AUM: $2 billion* (December 31, 2020)
Our short duration strategy invests in a broad range of fixed income asset classes including treasuries, Agency MBS, credit and securitized products. The target portfolio duration is quantitatively determined using the shape of the Treasury Yield Curve.
Core Fixed Income
AUM: $13.8 billion* (December 31, 2020)
Our multi-sector approach utilizes a top-down, macroeconomic view coupled with bottom-up, credit analysis and security selection. Measured opportunistic allocations to high yield, convertible bonds, structured credit and emerging market debt provide additional sources of potential alpha.
Core Plus Fixed Income
AUM: $8.2 billion* (December 31, 2020)
Our multi-sector approach utilizes a top-down, macroeconomic view coupled with bottom-up, credit analysis and security selection. Opportunistic allocations to high yield, convertible bonds, structured credit and emerging market debt provide additional sources of potential alpha.
Short Duration
AUM: $3.4 billion (December 31, 2020)
Our short duration strategy invests in a broad range of fixed income asset classes including treasuries, Agency MBS, credit and securitized products. Measured opportunistic allocations to high yield, convertible bonds, structured credit and emerging market debt provide additional sources of potential alpha. This strategy can be run against traditional and non-traditional one to three year and one to five year benchmarks.
Long Duration
AUM: $543 million (December 31, 2020)
Our long duration strategy utilizes a top-down, macroeconomic view coupled with bottom-up, rigorous fundamental credit analysis and security selection while remaining duration neutral to a pre-determined benchmark.
Corporate Credit
AUM: $17.2 billion (December 31, 2020)
A corporate credit strategy that seeks to efficiently identify undervalued securities within a client driven opportunity set through robust credit underwriting and risk management.
Inflation Protected Bonds (TIPS)
AUM: $1 billion (December 31, 2020)
A unique strategy that seeks to generate alpha through two different levers: inflation relative value opportunities and an out-of-index yield enhancing income strategy.
Stable Value
AUM: $22.3 billion (December 31, 2020)
We offer expertise and investment solutions that span a variety of strategies, investment vehicles and wrap providers.
*As a result of an acquisition that took place on January 4, 2021, the AUM shown as of 12/31/20 reflects an additional $11.6B (Core $4.3B, Core Plus $6.7B, Short Duration $598 M) that Barings does not currently have under management. The amended AUM will be reflected in the Q1 2021 AUM number.
RelatedViewpoints
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From Rising Rates to Rising Stars: What’s Ahead for IG Credit?
Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.
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Four Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
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IG Credit: Can the Strong Performance Continue?
After a rollercoaster year, IG corporate credit ended on a high note. But all eyes are on the months ahead, and whether we could see a reversal of some of the trends that buoyed the asset class in 2020.
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IG Credit: Upgrading the Roster
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Investment Grade Credit: Whatever It Takes
After the historic rollercoaster ride IG credit took in the first quarter, U.S. policymakers seem to have won the day, at least for now—with their own version of the phrase made famous by former ECB President Mario Draghi: Whatever it takes.
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ESG: The Intent Beyond the Income
ESG is playing an increasingly meaningful role in fixed income investing. At Barings, we formally integrate ESG across our corporate credit asset classes—but the way we apply our analysis is necessarily different due to the nuances of each market.
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ESG in Fixed Income: Progress Over Perfection
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Investment Grade Credit Markets Make an About-Face
As investment grade markets pivot sharply, with spreads reaching their widest level in over a decade, investors turn disproportionately toward quality and liquidity.
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Rates, Rallies & Risks
Investment grade credit markets posted a banner year in 2019; can the good times continue to roll?
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ABS: Uncovering Opportunities Beyond the (IG) Index
Amid an ongoing search for yield, with several potential risks on the horizon, there may be benefits to exploring opportunities outside of traditional corporate and government bonds—such as parts of the ABS universe.
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IG CLOs: Strong Excess Return Potential, Lower Volatility
IG CLOs can offer investors the benefits of spread pick-up and lower mark-to-market volatility, largely due to underlying collateral performance and structural security. But above all, manager selection is critical—even at the highest-rated tranches.
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Fixed Income: Upending the Conventional Approach
Michael Freno, Head of Global Markets, shares his view on where value can still be found in fixed income, despite the uncertain current environment—and why investors may need to look beyond traditional indexes in high yield, investment grade and emerging markets debt.
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IG Credit: Staying Observant in a Landscape of Uncertainty
Despite healthy corporate fundamentals and a dovish Fed, negative macro headlines pushed high grade spreads wider in the second quarter.
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Fixed Income: Looking Beyond the Index for Late-Cycle Value
Head of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, investment grade credit and emerging markets debt.
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IG Credit: Can the Rally Last?
BBB-rated credits led the first quarter recovery despite early signs of deterioration among fundamentals. With spreads significantly tighter this year, short duration credits may pose an attractive investment option.
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Managing Duration and Interest Rate Risk
David Nagle describes the Active Short Duration strategy’s unique two-pronged investment process.
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