Deep-Value Alpine Investment Offers 8.7% Yield and Recession Resistant Retirement Income

Tuesday, Oct 14, 2025 9:17 am ET1min read

Alpine is a deep-value investment option with an 8.7% yield that is resistant to recessions, making it suitable for retirement income. The investment has an attractive yield component, typically above 5%, and is suitable for those seeking recession-resistant income.

The Barings Global Short Duration High Yield Fund (the “Fund”) (NYSE: BGH) has announced its monthly dividend for October 2025, amounting to $0.1223 per share, payable on November 3, 2025. This dividend represents an annualized yield of 9.49% based on the Fund’s September 30, 2025 share price of $15.46 per share, according to a

.

The Fund has also projected similar monthly dividends of $0.1223 per share for November 2025 and December 2025. The dividend schedule for these months is as follows:

MonthEx-DateRecord DatePayable DateAmount
October10/22/202510/22/202511/03/2025$0.1223
November11/19/202511/19/202512/01/2025$0.1223
December12/19/202512/19/202501/02/2026$0.1223

Barings Global Short Duration High Yield Fund is managed by Barings LLC and focuses on investing in short-duration, global high yield bonds. The fund aims to generate as high a level of current income as possible while preserving capital, with a secondary objective of capital appreciation. The press release noted the Fund expects to maintain a weighted average portfolio duration, including the effects of leverage, of 3 years or less.

The Fund's distribution rate is designed to reflect net investment income actually earned, with a portion of each distribution potentially treated as paid from sources other than net investment income, such as short-term capital gain, long-term capital gain, or return of capital. The press release explains that the final determination of the source and tax characteristics of these distributions will be made after the Fund’s year end and will be detailed in a Form 1099-DIV sent to investors.

The release also noted Barings is a global asset management firm with $456 billion in assets under management as of June 30, 2025. The firm partners with institutional, insurance, and intermediary clients, offering flexible financing solutions across public and private markets.

Deep-Value Alpine Investment Offers 8.7% Yield and Recession Resistant Retirement Income

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