How Opportunistic is Your Investment Grade Allocation? – Barings – 11.15.19

Summary:

Now On Demand.

The search for yield is nothing new, but it has certainly intensified in recent months. At the same time, sentiment remains somewhat muted, with a number of macro risks on the horizon. In this environment, there can be potential advantages to exploring opportunities outside of more traditional corporate and government bonds. Certain parts of the asset-backed securities (ABS) universe and investment grade-rated CLOs, for instance, can offer a number of opportunities.

Please join us for an in-depth webcast that will cover:

• Outlook for investment grade markets
• Current opportunity in ABS and IG CLOs
• Potential benefits of a multi-strategy approach

Speakers:

David Nagle is a portfolio manager for Barings’ Investment Grade Fixed Income Group. Dave is responsible for the portfolio management of the firm’s investment grade strategies, including the Global Investment Grade Strategies Fund and Active Short Duration. He has worked in the industry since 1986 and his experience has encompassed multi-sector portfolio and risk management, as well as asset allocation. Dave holds a B.A. in Economics and Finance from Lafayette College and is a member of the CFA Institute.

Daniel McGee is a member of Barings’ Global Business Development Group and the Head of U.S. Retail & Sub-Advisory. Dan is responsible for U.S. wealth distribution and managing some of the firm’s key distribution relationships. Dan has worked in the industry since 1992. Prior to joining the firm in 2013, he spent 20 years at Principal Financial Group in a variety of sales and sales management roles, most recently managing Principal’s Alliance Management Group. Dan holds a B.B.A. in Marketing from the University of Iowa.