Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
Why Now May Be a Good Time to Consider CLOs
A wave of refinancings has tested the CLO market’s capacity, but it has also created relative value opportunities up and down the capital structure—particularly in seasoned, BB deals.
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Fixed Income
From Rising Rates to Rising Stars: What’s Ahead for IG Credit?
Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.
Short View - 4 min read
Fixed Income
ESG: Three Challenges High Yield Managers are Tackling Today
From influencing company behavior to seeking better data disclosure, high yield managers are pushing the envelope when it comes to ESG.
Insights - 7 min read
Fixed Income
High Yield: Finding Opportunity in the Uneven Recovery
In this webinar, Barings' high yield portfolio managers share their latest market views and discuss where they expect to see opportunities going forward.
Webinar - 46 min watch
Equities
ESG in Equities: Identifying Winners in the Energy Transition
Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.
Insights - 5 min read
Alternatives
U.S. Real Estate: Why the Life Sciences Market is Flourishing
The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.
Podcast - 41 min listen
Fixed Income
Finding the Right Sovereign ESG Indicators: A Greek Tragedy?
On our mini odyssey through the vast seas of sovereign ESG indicators, we sought to identify data from reliable third parties—which would provide benchmarking criteria between countries and also serve as an effective screening tool to identify outliers.
Insights - 11 min read
Fixed Income
EMD: Light at the End of the Tunnel
The rollout of the COVID vaccine may be slower across emerging markets, meaning restrictions will likely remain in place for the foreseeable future. But there are bright spots—including in local currencies and companies that have adapted to this ‘new normal’.
Short View - 4 min read
Fixed Income
Why the Distressed Debt Opportunity Looks Different This Cycle
A surge in defaults and distressed opportunities seemed likely when COVID struck—but stimulus measures and creative financing solutions have reshaped both the opportunity set and the timing.
Insights - 6 min read
Fixed Income
High Yield: Strong Tailwinds, But It May be a Bumpy Ride
High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.
Short View - 4 min read
Fixed Income
Three Factors Shaping the Opportunity in European Private Credit
The growing importance of market access, a wider investor base and the impact of ESG on pricing are reshaping the European middle market.
Short View - 3 min read
Fixed Income
North American Private Credit: Expectations vs. Reality
The impact of COVID on North American private credit has been surprising in some ways and more predictable in others. Ian Fowler sheds light on lessons learned over the past year and offers advice on how to navigate today’s market.
Short View - 4 min read
Fixed Income
Distressed Debt: The Opportunities Surfacing in COVID's Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
Podcast - 35 min listen
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