- AUM $7.9 billion
(December 31, 2018)
- Inception Date 2001
- Vehicles Available
- Separate Account
Constructing a diversified portfolio containing multiple targeted overweights and underweights across sectors, issuers and credit curves is the most effective method to consistently deliver outperformance while minimizing risk.
Our Value Add
- Repeatable Process: Our well-established risk management culture and framework has allowed us to outperform during challenging markets and has contributed to our established track record of delivering strong, risk-adjusted returns across a variety of market conditions.
- The size of our team: The size and scope of our corporate research team permits a bottom-up approach that generates a rich source of investment ideas across the entire ratings spectrum and credit curve.
- Our unique approach to constructing portfolios: Portfolios are constructed to generate excess returns from a series of targeted active overweights/underweights with an emphasis on optimal portfolio diversification across sectors, issuers and credit curves.
- Integrated Risk Management: A long-tenured risk management process that utilizes both qualitative and quantitative measures to construct and review portfolios from a risk and volatility perspective. Coupled with our proprietary portfolio structure tool RACE (Risk Adjusted Credit Exposure) we seek to construct tailored portfolios aimed to maximize return even against unique client drive benchmarks.
The Changing Face of Investment Grade Credit
In a recent interview, David Nagle, head of Barings’ multi strategy fixed income group, discussed the state of the investment grade credit market, including how the market has evolved through the years.View
Podcast: 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.View
VIDEO: Finding Opportunities in Investment Grade Credit
Co-Head of Investment Grade Corporate Credit, Charles Sanford identifies two opportunities in fixed income markets today.View
Credit Market Investing: Stop Watching the Clock. The Fundamentals Matter More.
In this paper, we explain why we believe investors should focus on fundamentals rather than trying to time the credit cycle. Specifically, we highlight opportunities in high yield, investment grade credit and emerging markets debt.View