Evolving regulation, attractive spreads and capital efficiency are strengthening the case for insurers to consider investing in IG CLOs. In this article, we set out three potential use cases for IG CLO tranches in insurance portfolios.
Learn More Evolving regulation, attractive spreads and capital efficiency are strengthening the case for insurers to consider investing in IG CLOs. In this article, we set out three potential use cases for IG CLO tranches in insurance portfolios.
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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.
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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 reduced bank competition, non-bank lenders are finding stronger structures and better pricing opportunities.
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In this paper, we explore the physical barriers that could have important implications for inflation, corporate margins and infrastructure completion.
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Interest rate volatility is reshaping bond markets. We examine why geopolitical risks have become increasingly linked to bond market volatility since 2025, and discuss the implications for the term premium, fixed income positioning and investment opportunities.
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Barings examines traditional middle market direct lending by looking beyond recent private credit headlines to the fundamentals that define the strategy. The article highlights how seniority, contractual income and downside protection continue to support direct lending’s role in long-term portfolios.
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Barings closed over $19 billion for its Global Direct Lending strategy over a two-year fundraising period, drawing commitments from institutional, insurance and wealth investors.
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Artificial intelligence is moving at breakneck speed. For credit investors, the challenge isn't chasing every headline—it's understanding how AI reshapes business models, cash flows and ultimately, creditworthiness.
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Scalable energy and power platforms are emerging as highly attractive opportunities. These assets combine the core characteristics institutional investors value with speed, flexibility and resilience needed to meet the demands of a rapidly evolving energy landscape.
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Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective.
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Portfolio finance—a lesser-known segment of fund finance—is emerging as a powerful engine helping investors access private markets with more efficiency, diversification and control.
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In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.
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Direct lending isn’t fading—it’s evolving. In this Q&A, Orla Walsh shares her insights on growth, competition, and what disciplined managers need to know as the market matures.
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Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today’s market.
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From increased competition to the blurred lines between private and public markets, there’s no shortage of noise. Our goal is to help you identify the signals that actually matter.
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From tariffs to geopolitics to interest rate moves, there’s no shortage of noise. Our goal is to help you identify the signals that actually matter.
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Infrastructure debt is evolving into a cornerstone of institutional portfolios. Barings explores how macro trends, financing shifts, and investor innovation are reshaping the market and unlocking long-term value.
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With deal volumes projected to hit $230 B in 2025, the secondaries market is booming. Growing investor demand, new capital sources and scalable structures are creating compelling opportunities—though sustained growth will hinge on continued capital access.
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CLOs provide an efficient, scalable way of investing in floating-rate loans while offering structural protection that has historically performed well through multiple credit cycles.
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A core asset class for insurance balance sheets throughout the economic cycle.
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In this Q&A, Michael Searles explains why capital solutions strategies continue to gain attention despite the current uncertain backdrop and looming maturity wall.
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“ABS and Other Structured Securities”, as highlighted by the National Association of Insurance Commissioners (NAIC), has been one of the fastest growing groups of asset class categories for U.S. insurers in recent years.
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Portfolio finance offers a number of potential benefits for insurers seeking to generate enhanced spreads at scale in a growing market.
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Given the potential for yield and capital efficiency, residential whole loan mortgages have been the fastest growing asset class in life insurers’ investment allocations in recent years. Partnering with a manager that has the experience and resources to navigate this dynamic market is key.
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With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.
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The rapid expansion of private markets has created an opportunity for investors to earn attractive returns in private IG credit, underpinned by the financing needs of asset managers and funds. Yet this segment of the market remains little known and less understood.
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In this interview with AM Best, Dadong Yan discusses what portfolio finance is and how it offers an attractive opportunity for insurance companies today.
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Life insurers are continuing to move toward less liquid securities—which provide the potential for yield enhancement—while simultaneously de-risking from a credit perspective.
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While P&C insurers are seeking more conservative strategies and risk reduction in select asset classes, they’re also moving toward illiquid assets—which provide the potential for yield enhancement.
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Greg Eudicone of Barings discusses today’s commercial real estate opportunity set, including sector dispersion, debt versus equity, healthcare real estate, alternative property types, and disciplined asset selection.
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Patrick O’Sullivan, PhD, Head of International Insurance Solutions at Barings, joins the InsuranceAUM.com Podcast to discuss how private and alternative investment-grade assets are reshaping insurance portfolios.
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In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.
Read More*As of March 31, 2026