Investment Strategies

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• How to Approach a More Accessible Chinese Equity Market

  Barings’ William Fong and Andrew Lee explore the different ways to access China’s onshore and offshore equity markets following the decision by MSCI to increase the weighting of China A-shares in their benchmarks.

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• Private Equity: Emerging, Women & Diverse Managers

  Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.

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• Monetary Policy’s Effect on EM Debt

  Rate expectations have changed materially across emerging and developed markets in the first quarter of 2019. What does this mean for emerging markets debt? Barings’ Ricardo Adrogué weighs in.

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• The Potential Benefits of Global Senior Secured Loans

  In the current environment, senior secured loans are gaining traction for their potential to offer a blend of attractive yield and protection against both credit and interest rate risk.

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• How We Assess Investment Opportunities

  In this video, Barings Global Emerging Markets Equities team explains its investment approach by discussing an opportunity at one of its weekly meetings.

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• Searching for Unrecognized Growth

  In this video, Barings’ Global Head of Equities, Ghadir Cooper, explains how the equities platform consistently identifies mispriced opportunities.

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• Navigating Change in China

  Barings’ Global Head of Equities, Ghadir Cooper, assesses the transformation of China’s economy, and explains why investors should be encouraged by the country’s decisive policy actions.

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• EM Debt: Navigating a Shifting Macro Backdrop

  After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re currently seeing.

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• An Underappreciated Subset of High Yield

  For investors willing to surrender a nominal amount of yield in favor of greater protection given a default, global senior secured bonds can be an attractive option in a recessionary environment.

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• EM Debt—A Brightening Picture?

  Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.

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• High Yield: Five Takeaways for the Months Ahead

  From trade wars and Brexit to central bank posturing and recessions, there is no shortage of risks facing today’s markets. As we consider high yield in the context of this turbulent environment, there are five takeaways we think are worth considering in the months ahead.

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• CLOs & Leveraged Loans: Beneath the Headlines

  In a recent interview, Barings’ Head of Structured Credit, Matt Natcharian, and Head of U.S.-Managed CLO Funds, Adrienne Butler, discuss the pressures facing these markets today, and the opportunities they pose amid a late-stage credit cycle.

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• The Changing Face of Investment Grade Credit

  In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.

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• Investment Grade Credit—Rates, BBBs and ABS

  From inverted yield curves to potential BBB downgrade risk, Barings’ David Nagle discusses some of the key challenges facing investors in the IG markets today.

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• CLOs & Leveraged Loans—Perception vs. Reality

  Does the recent bout of volatility in below investment-grade markets mean opportunity or risk for CLOs and loans? Barings’ Matt Natcharian and Adrienne Butler weigh in.

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• Brazil: A New Frontier?

  Following the country’s national election, Barings’ Latin American equity team takes a look at how Brazil is positioned and what reforms the new president may consider to boost the economy.

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• Seeking Value in Today’s Private Credit Market

  In this Q&A, Barings’ Eric Lloyd discusses his team’s approach to navigating the risks and capitalizing on the opportunities across the global private credit markets.

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• How Opportunistic Is Your Investment Grade Allocation?

  Michael Freno, Head of Global Markets, discusses the benefits of 'multi-asset' or 'opportunistic' credit portfolios and the newly-launched Barings Global Investment Grade Strategies.

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• Investing in the European Private Credit Market

  Taking a Disciplined Approach is the Key to Delivering Attractive Risk-Adjusted Returns

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• Is it Time to Consider a Blended Approach to EMD?

  How can investors tap into the diverse opportunities within EM debt? Ricard Adrogué, Head of Emerging Markets Debt and Omotunde Lawal Head of Emerging Markets Corporate Credit Research, weigh in.

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• 5 Things to Consider When Investing in Private Credit

  In this piece from Benefits and Pensions Monitor, Barings’ Ian Fowler discusses five key considerations for investors interested in allocating to private credit.

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• Climbing High Yield’s Wall of Worry

  The global high yield markets face a number of risks. Yet, these markets have continued to scale such a ‘wall of worry’ for the last decade. Should we expect more of the same, or are we nearing a turning point in the cycle? Barings’ Martin Horne weighs in.

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• Navigating Risks in Today’s High Yield Markets

  In this Q&A, Barings’ Head of Global High Yield, Martin Horne, discusses how the Barings team is navigating some of the major risks—from a trade war and Brexit negotiations to rising rates and a maturing credit cycle—present in the markets today.

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• Navigating European Real Estate Markets

  In this Q&A, Paul Stewart, Head of European Real Estate Research & Strategy, discusses how investors in the asset class can allocate capital in an uncertain interest rate environment, while facing potential headwinds such as Brexit and the threat of trade wars.

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• Opportunities Across Energy and Power Generation

  As long-term structural demand trends converge with short-term technological innovations, opportunities are emerging to invest private capital in real assets.

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• Making Sense of Today's EM Debt Environment

  Dr. Ricardo Adrogue, Head of Barings' Emerging Markets Debt Group, discusses risks and opportunities in today's dynamic landscape - and how investors can seek to navigate it.

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• Second Chances

  The market for infrastructure investments has become increasingly competitive. In this piece from i3, Barings’ Naoki Ohta discusses the infrastructure secondaries market and where Barings is seeing opportunities today.

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• Why the German Equity Market is About More Than Autos

  In this Q&A, Rob Smith, manager of the Barings German Growth Trust, shares his thoughts on how German equities are placed amid potential headwinds that include trade disputes with the U.S., Brexit and continued pressure on the autos sector.

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• A Multi-Dimensional Approach to Managing Private Equity Risk

  In the realm of private equity, a robust risk management framework can deliver less volatile, higher-quality performance results over time.

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• Maintaining Discipline in a Maturing Credit Cycle

  With competition high and signs of mispricing of some assets, Eric Lloyd of Barings stresses the importance of a global and diversified approach to portfolio construction.

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• How Diversified Is Your Emerging Markets Debt Strategy?

  There may be significant benefits to using a blended approach to this asset class

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• Why Recent Weakness in EM Equities Presents an Opportunity

  In this commentary, which appears in September’s edition of IPE, William Palmer and Michael Levy explain why they believe the factors that have contributed to the weak share price performance are temporary in nature, and growth prospects for the asset class remain attractive.

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• A Compelling Opportunity in Real Assets

  Compelling structural and cyclical dynamics are creating attractive opportunities in real assets, particularly across the energy value chain and power generation sector.

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• Active Short Duration: A Versatile Strategy

  David Nagle, Head of Multi-Strategy Fixed Income, on what sets Barings’ Active Short Duration strategy apart.

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• Managing Duration and Interest Rate Risk

  David Nagle describes the Active Short Duration strategy’s unique two-pronged investment process.

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• Solving for Tight Spreads & Rising Rates

  David Nagle discusses how the Active Short Duration strategy can help investors to solve some of the challenges fixed income investors face today.

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• Barings Alternative Investments – Who We Are & What We Do

  Across Real Estate, Private Equity and Real Assets we leverage our deep origination capabilities, and on-the-ground knowledge, to provide access to differentiated opportunities.

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• Barings Multi Asset Group 10 Year Forecast

  Barings Multi Asset Group steps back from the day-to-day movements on our screens to consider the secular issues driving markets over the longer-term.

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• Private Market Opportunities

  At Barings, we serve as a strategic partner to our clients, offering customized solutions and access to niche opportunities in areas like real assets, emerging managers and the lower middle market.

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• Investing in Music Publishing & Recording Rights

  From a small investment in 2005 to one of today’s leading independent music publishing companies, learn more about how we helped Concord Music Group to become the success story it is today.

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• Investing in Wireless Infrastructure

  By recognizing a trend early, and actively managing a portfolio of assets, we helped Wireless Infrastructure Group grow into one of the U.K.’s largest wireless infrastructure players.

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• Investing in the Smart Cities Theme

  Stephen Burns, Managing Director, Alternative Investments, discusses the opportunities created as cities become “smarter” in the way they address changes like urbanization and growing population.

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• Investing Through an ESG Lens

  Mina Nazemi, Managing Director of Alternative Investments, weighs in on how investing through an ESG lens can provide a more complete view of risks and opportunities.

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• Madison Centre

  This cutting-edge office tower in Seattle’s central business district exemplifies how global research, coupled with local insights, helps uncover attractive opportunities.

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• Seeking Opportunities Across Global Real Estate Markets

  At Barings, we leverage our deep teams, global presence and expertise across the four quadrants of real estate as we seek to help our clients turn opportunities into real solutions.

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• Case Study: Madison Centre – From Idea to Reality

  This cutting-edge office tower in Seattle’s central business district exemplifies how global research, coupled with local insights, can help uncover attractive opportunities.

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• How We Invest in Global Real Estate Markets

  At Barings, we leverage our deep teams, global presence and expertise across the four quadrants of real estate as we seek to help our clients turn opportunities into real solutions.

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• Constructing & Managing a Private Equity Allocation

  In this Q&A, Rick Spencer discusses the potential benefits of an alternative investment strategy focused on funds and co-investments, and touches on some of the less understood challenges facing investors.

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• Can Emerging Markets Withstand Global Monetary Tightening?

  Global central banks have stopped easing, with tightening likely to follow. Is the time to invest in EM behind us, or can these markets thrive as monetary conditions tighten? Ricardo Adrogué, head of Barings' Emerging Markets Debt Group, weighs in.

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• A Global Approach to High Yield Investing

  In the Conversations piece, Barings’ Sean Feeley and Chris Sawyer discuss the potential benefits of a global approach to high yield.

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• Multi Credit Investing: Embracing the High Yield of Today

  Over the past decade, the growth and expansion of the global high yield markets have transformed the way investors view the asset class. In this article, we discuss the potential benefits of considering a multi credit, “through-the-cycle” approach, which can give investors’ high yield allocation more flexibility, potentially improving their ability to capitalize on opportunities across the global high yield markets as they materialize throughout the credit cycle.

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• CLOs: Accessing the Opportunity

  Until fairly recently, it has been difficult for private investors and their advisers to access opportunities in collateralized loan obligations (CLOs), but that situation is slowly changing. In particular, with the advent of high yield multi credit strategies, investors have a means of accessing the broader market opportunities within the high yield universe, including the potential benefits offered by CLOs.

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• High Yield Credit: Reaching for More

  In this piece from Citywire, Barings’ portfolio managers discuss the benefits of taking a modern approach to global high yield investing.

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• German Equity Outlook

  While market volatility has risen at the start of 2018, Barings continues to see attractive investment opportunities in German equities. In this viewpoint, we tell readers why and where we see the greatest investment potential.

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• A New Dawn for Emerging Markets Equities

  EM equities are enjoying a strong rebound following five years of underperformance versus developed markets. In this piece, Barings’ portfolio managers explain why they maintain an optimistic outlook for the asset class.

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• Intellectual Property as a Real Asset

  In this Viewpoint, we examine the definition of “real assets” and explain how intellectual property exhibits characteristics consistent with other real assets.

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• EM Local Debt: Focused on Fundamentals

  Barings' combination of quantitative and qualitative analysis and tools provide a comprehensive and rigorous framework for investing in emerging markets local debt. In this Viewpoint, we give readers an inside look into our investment process.

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• Investing in Commercial Aviation

  By identifying a structural trend and sourcing the right assets, we’ve built and grown a portfolio of commercial aviation assets, generating income and capital appreciation for our investors along the way.

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• How We Invest in Private Equity & Real Assets

  At Barings, our approach to investing in private equity and real assets is different. Learn about how we’ve implemented a consistent and repeatable process to identify, source and actively manage real assets and asset-based businesses for more than a decade.

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• Seeking Relative Value in Global Private Debt

  As institutional investors continue to turn toward private debt for potentially attractive risk adjusted returns in a low-yielding environment, they may benefit from taking a global approach to the asset class.

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• Cyclical Evolution and Structural Revolution

  In this piece from Preqin, Barings’ heads of U.S. and European real estate research explore the ways in which structural shifts within cities and industries are presenting an evolving set of opportunities and risks for investors.

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• Opportunities in Private Equity and Real Assets

  Jonathan Rotolo, Head of Private Equity / Real Assets, discusses the potential benefits of an alternative investment strategy focused on real assets and asset-based private equity and what such an approach looks like in practice.

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• Investing Strategically in High Yield

  Barings’ Martin Horne and David Mihalick discuss the benefits of taking a long-term, multi-credit approach to investing in global high yield bond and loan markets.

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• An Alternative Approach

  In this Viewpoint, we discuss the unique real asset and private equity investing strategy employed by Barings Alternative Investments.

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• VIDEO: How is this cycle different?

  Head of European High Yield, Martin Horne weighs in on how this credit cycle has differed from those in the past and what that means for investors.

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• VIDEO: European High Yield Opportunities

  European High Yield Bond Portfolio Manager, Craig Abouchar discusses why the Barings team see value in the single-B market.

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