Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop.

The popularity of perpetual BDCs and speed of capital raise for some has made it harder for certain managers to selectively deploy capital into true middle market deals—leading to “style drift” that can expose investors to unwanted risks.

Matthew Freund, President of Barings BDC, recently sat down with InvestmentNews’ Gregg Greenberg to discuss his outlook for private credit, where Barings is seeing opportunities to deploy capital, and how rates impact the BDC landscape.

Against a backdrop of reduced values, resilient fundamentals, and the prospect of lower financing costs, potential opportunities are emerging across the U.S. real estate market. But given the uncertainties remaining, caution remains key.

The pace of the recovery in the European real estate market will likely depend on variations in debt funding gaps by location and property type. The Barings Real Estate team discusses how this is shaping opportunities across the market.

From quarterly cashflows to compelling total return potential, CLO equity offers a number of potential benefits. But the asset class is often overlooked, due in large part to its perceived complexity relative to more traditional fixed income investments.