Barings

As investors navigate persistent credit risk, tighter spreads and a growing funding gap across private markets, portfolio finance is drawing increased attention. In the latest Private Debt Investor podcast, Dadong Yan and Matt Hansford discuss how the strategy can help investors access higher-quality exposures, improve portfolio flexibility and address deployment challenges. They also explore the evolving role of private investment grade strategies within institutional portfolios.

Portfolio Finance is gaining traction as investors seek new ways to access private markets. In under 2 minutes, this animated explainer breaks down: - What portfolio finance is - How it's being used across private credit, real estate debt, secondaries, and GP financing - Why it's emerging as a diversifier and enhancement to traditional fixed income

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.

How are CLOs evolving as the market grows and investor access broadens? In this month’s edition of Where Credit Is Due, Steve Page, CFA explores the evolution of the asset class and what could shape its next chapter, including: • What has driven CLOs from a niche strategy to a nearly $1.5 trillion global market • How ETFs are broadening investor access • Where CLO structures are expanding beyond broadly syndicated loans, including infrastructure and private credit • Why manager selection and credit underwriting remain critical as dispersion grows Plus, get to know Steve beyond the markets and where his experience with “building” portfolios really began. Read the latest edition:

Investors need more than access. They need a partner with the experience, scale and flexibility to help navigate changing markets. Barings delivers global capabilities across credit, real assets, capital solutions and emerging markets, helping clients pursue long-term investment objectives.

Barings is a global alternative asset manager partnering with institutional, insurance and wealth clients. Our scale and expertise across credit, real assets, capital solutions and emerging markets create lasting value.