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 Strategy
AUM: $125 million (March 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: $1.8 billion (March 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: $13.3 billion (March 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: $6.9 billion (March 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: $3.1 billion (March 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: $661 million (March 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: $14.4 billion (March 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 (March 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: $19.8 billion (March 31, 2020)
As one of the Top 10 largest managers of stable value*, we offer expertise and investment solutions that span a variety of strategies, investment vehicles and wrap providers.
*Pensions and Investments, Largest Money Managers May 2014
RelatedViewpoints
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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
Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.
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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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IG Credit: The Hidden Risks of “Safe” Bond Strategies
Traditional investment grade bond strategies are meant to help their owners sleep at night. But hidden credit and interest rate risks make benchmark-hugging more hazardous than many realize. Counterintuitively, CLOs, ABS and EM debt may be part of the solution.
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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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Investment Grade: Stable Fundamentals with Hints of Wear & Tear
IG fundamentals held up relatively well in Q3, despite dampened sentiment and growing macro uncertainty. Spreads were unchanged, but may move wider before year-end.
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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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The Changing Face of Investment Grade Credit
In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.
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Investment Grade Credit—Rates, BBBs and ABS
From inverted yield curves to potential BBB downgrade risk, Barings’ David Nagle discusses some of the key challenges facing investors in the IG markets today.
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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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Active Short Duration: A Versatile Strategy
David Nagle, Head of Multi-Strategy Fixed Income, on what sets Barings’ Active Short Duration strategy apart.
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Solving for Tight Spreads & Rising Rates
David Nagle discusses how the Active Short Duration strategy can help investors to solve some of the challenges fixed income investors face today.
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Not All Short-Duration Strategies Are Created Equal
Looking to match the return of the broad bond market, with less risk? David Nagle, CFA, Head of Barings’ Multi Strategy Fixed Income Group, highlights a potential solution.
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The Risks and Returns in Your Short-term Bond Strategy
In this piece from Citywire, Barings portfolio manager David Nagle discusses the importance of understanding the risk/return profile of a short-term bond strategy.
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