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How the macro backdrop has changed for high yield this year
Why the Barings team is bullish today on loans
Contrasting the steady return profile of loans with higher duration assets
Where loans sit from a valuation perspective today
How higher rates may impact the default picture
Liability Management Exercises (LMEs) – why they matter
Why high yield bonds may offer more value than commonly perceived
Risks to watch: Accelerating inflation, term premiums, & geopolitics