Read, watch and listen to the latest insights from our global investment teams.
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Rates, Rallies & Risks
Investment grade credit markets posted a banner year in 2019; can the good times continue to roll?Short View - 3 min read
U.S. Real Estate: More Reward in Core?
As investors in the market continue to chase yield, the risk premium—or the reward for taking that risk—appears to be diminishing. In this environment, we’re seeing some of the best opportunities in the highest-quality assets.Short View - 2 min read
Sentiment Shift Fuels Lower-Rated Rally
Uncovering relative value across high yield in 2020 may require looking in less obvious places.Short View - 3 min read
EM Local Debt’s Time to Shine?
Emerging markets (EM) local currency denominated debt may be poised to outperform.Short View - 3 min read
Beyond the Index
A Modern Approach with a Global Perspective
Streaming Income Podcast
On this show, we dig beneath the headlines to find out what’s really going on in fixed income, equities, real estate and alternatives.
The Barings Investment Institute
Join us as we explore the economic, political and technological forces that shape long-term investment and capital decisions.
The Continued Democratization of Private Equity
Private equity is an asset class that has traditionally been available only to very large, sophisticated institutional investors. But this is changing rapidly—a trend we expect to accelerate in 2020.Short View - 2 min read
Amid Rising ‘Mequity’ Risk, Boring Can Be Beautiful
In both the U.S. and Europe, there is significant pressure both at the top and bottom ends of the middle market. As a result, we’re seeing potentially attractive value today in the more traditional, true middle market.Short View - 2 min read
How Crucial is a Weaker Dollar in Supporting an EM Rally?
As concerns of a near-term recession seem to have dissipated, we think—in what may be somewhat of a contrarian call—riskier assets look well-positioned to potentially outperform in the year ahead.Short View - 2 min read
A Bright Spot in Higher-Yielding EM Corporate Debt
Many EM regions have been engulfed in uncertainty for weeks or months. While these situations certainly represent risks, we also continue to find value—often in globally diversified companies that have been unfairly punished by markets because of where they’re domiciled.Short View - 2 min read
2020: An Inflection Point for EM Currencies?
With the financial crisis more than a decade behind us, the global financial system seems poised to begin re-leveraging. This process, which would likely take years to play out, would provide a source of funding for EM currencies, and represent a significant tailwind.Short View - 2 min read
Fear of Fallen Angels May Be Overblown
Many headlines over the last year have called attention to the growth of the lower-rated BBB portion of the investment grade market—and predicted a wave of fallen angels to high yield. But in the last year, we have seen more HY companies upgraded to IG than the other way around.Short View - 3 min read
Europe's Time to Shine?
If Brexit headwinds begin to clear, and the German economy sees improvement, it would support the European economy as a whole. At the same time, any weakness in the U.S. dollar could further propel international markets, potentially reversing a decade of underperformance.Short View - 2 min read
2020: The Road Ahead
From fixed income and equities to real estate and alternatives, Barings' teams share their predictions for 2020 and views on where the biggest risks and most compelling opportunities may lie.Outlook - 15 min read
2020: Risks, Opportunities & Predictions (Part 1/2)
In Part 1 of our 2-part series, Barings' investment professionals touch on topics from politics to trade wars to economic growth—and offer their perspectives on why EM currencies, international equities and EM local debt might outperform in 2020.Podcast - 43 min listen
2020: Risks, Opportunities & Predictions (Part 2/2)
Where can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings' leaders across high yield and investment grade credit, private credit, private equity and real estate.Podcast - 39 min listen
2020: Bold Predictions
Will 2020 bring with it the democratization of private equity? A wave of downgrades from investment grade to high yield? Barings' experts share their bold predictions for the year ahead.Video - 2 min watch