Viewpoints

Strong economic growth and resilient corporate fundamentals continue to support high yield. With all-in yields near their highest levels in more than two decades, investors may be able to generate attractive income while remaining disciplined on credit quality.

This month, with the help of Steve Page, CFA, Portfolio Manager in Barings’ Structured Credit group, we explore what a CLO is, why investor interest continues to grow and what the future may hold for the market.

Contractual income, a deep and stable institutional investor base and diversification benefits have helped loans deliver resilient performance across a wide range of market environments, reinforcing their role as a strategic portfolio allocation.

Chairman, President & CEO Mike Freno Mike Freno spoke with IPE about Barings’ approach to long-term growth and the evolving opportunity across private markets.

In this Infrastructure Investor roundtable, Orhan Sarayli discusses the expanding infrastructure debt opportunity and why staying selective will be key as investor demand and competition continue to grow.

The EM debt universe is larger, more diverse and higher quality than many investors perceive, offering compelling opportunities today. Given the uncertainties ahead, investors may benefit from taking a blended approach.

In the latest issue of the AFIRE Summit Journal, Lincoln Janes explores the reindustrialization of the U.S. economy, examining how reshoring, AI infrastructure investment and increased defense spending are creating new sources of industrial real estate demand.

As banks pull back and valuations shift, opportunities are emerging across both real estate debt and equity. Greg Eudicone joined the InsuranceAUM.com podcast to discuss how real estate has become increasingly selective and why active management is critical to identifying opportunities across sectors and markets.

Commercial mortgages offer similar benefits as private debt along with the security and optionality of real estate equity. Amid a wave of refinancing needs and lower bank activity, non-bank lenders are finding stronger structures and better pricing opportunities.