High yield portfolio manager, Kelly Burton sheds light on the technical and fundamental picture for high yield bonds amidst an increasingly noisy macroeconomic and political backdrop. Full timestamps: 02:30 – Kelly’s background and role at Barings 05:18 – What market technicals are telling us about high yield 09:26 – Assessing issuer fundamentals against a noisy macro backdrop 15:32 – Liability management exercises and where defaults could go in a recession scenario 20:14 – How high yield may fare in a slower economic environment 25:49 – How to think about the maturity wall 27:35 – Why credit spreads don’t tell the full story 30:04 – Senior secured bonds: what they are and why Kelly & team like them 38:25 – What the U.S. election could mean for high yield 42:54 – Final thoughts Listen or Watch the full episode now: Barings: https://ow.ly/x0BT50SX7un Apple Podcasts: https://ow.ly/1OaI50SXx2k Spotify: https://ow.ly/2Xr650SXx3E YouTube: https://ow.ly/4a6n50SXwXz #HighYield #HighYieldBonds #FixedIncome #Barings
Barings
Financial Services
Charlotte, North Carolina 62,453 followers
Investing Together.
About us
Barings is a $409+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more at www.Barings.com. *As of June 30, 2024
- Website
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http://www.barings.com
External link for Barings
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Charlotte, North Carolina
- Type
- Privately Held
- Specialties
- Fixed Income, Real Estate, High Yield, Private Credit, Emerging Markets, Equities, Institutional, Direct Lending, Middle Market Lending, Real Estate Debt, Commercial Real Estate, Emerging Market Debt, Alternative Investments, Distressed Debt, Credit, CLO, Bond, Loan, and BDC
Locations
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Primary
300 S Tryon St
Charlotte, North Carolina, US
Employees at Barings
Updates
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Over the past month our teams around the globe have come together to give back and make a positive difference in our communities. 300+ teammates across 16 offices spent over 1,500 hours volunteering for causes meaningful to them. We’ve demonstrated that when we unite for a common cause, we can create real, lasting change. Thank you to our colleagues and our community partners for their time, energy, and passion.
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Barings’ Diversified Alternative Equity team was honored to participate in the New Jersey Division of Investment (NJDOI) 2024 New Jersey Emerging Managers Virtual Symposium. Mina Pacheco Nazemi, Elizabeth Weindruch and Elizabeth Hartnett moderated engaging discussions with industry thought leaders on how to build and maintain emerging managers programs, how to seek out differentiated strategies, and how to navigate today’s fundraising environment. We appreciate our partnership with the team at NJDOI and the opportunity to participate in this prestigious event. Learn more about the symposium: https://lnkd.in/eZmYMFJN New Jersey Department of the Treasury #EmergingManagers #PrivateEquity #InvestingTogether
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“Nothing in the corporate earnings that we are seeing coming through tells me we are headed for a hard landing just yet.” Omotunde Lawal joined Anna Edwards and Guy Johnson on Bloomberg’s The Opening Trade to discuss this week’s market turbulence, commodity prices, and the likelihood of the Fed cutting rates. Watch now: https://ow.ly/WmkE50STMv1 (1:12:38)
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Mina Pacheco Nazemi, Barings’ Head of Diversified Alternative Equity, recently spoke with Chief Investment Officer Bailey McCann about the benefits that allocating to emerging managers can bring to LPs, including high-touch relationships and diversification. Read full story here: https://ow.ly/rGcY50ST4OS
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Did you know that in addition to an attractive yield potential, #SeniorSecuredLoans offer investors some protection against credit and interest rate risk as well as low relative volatility? Learn all about #Loans in our 10-minute Masterclass: https://ow.ly/m4GL50SRcnN #BroadlySyndicatedLoans #LeveragedLoans #BankLoans #FloatingRateLoans #FixedIncome #HighYield
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A closer look at the numbers suggests #HighYield bonds & loans have the potential for continued strong performance ahead. Read our team’s latest views: https://ow.ly/OQtg50SO7AH
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“Spreads are tight, but it’s not the whole story. We still like the price discounts and what we’re getting in terms of spread per duration in our market overall.” Barings High Yield Portfolio Manager Kelly Burton joins Sonali Basak on Bloomberg Real Yield. Watch here: https://ow.ly/hs3K50SN6wc
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Current yields and total return prospects make a strong case for #InvestmentGrade credit—but a global and flexible approach is key to capturing the diverse range of potential opportunities. Read the latest views from the team: https://ow.ly/QrT850SKoxq
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Today, on #NationalInternDay, we celebrate the contributions of our interns who bring fresh perspectives, innovative ideas, and enthusiasm to our global teams. Their commitment and continued hard work has been invaluable and we look forward to seeing the amazing things they will continue to achieve! #BaringsInterns
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