Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
Economic Outlook
The economic recovery looks set to continue as we shift focus to 2022, with ongoing support from government spending, business investment, and household demand. But the risks on the horizon include tangled supply chains, lingering price pressures, and further surges of COVID-19.
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Public Equities
Metaverse & the Disruption of the Internet
The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?
Insights - 9 min read
Public Fixed Income
Public & Private Credit Market Roundtable
In this roundtable discussion, our credit market experts across public and private markets offer their views on everything from inflation and the direction of interest rates, to where they’re seeing pockets of value.
Conversations - 7 min read
Public Fixed Income
2022 Public & Private Credit Market Outlook
Barings' credit market experts weigh in on the future prospects for asset classes ranging from high yield and emerging markets debt to CLOs and private credit. From interest rates and inflation, to supply chains and COVID, the group discusses the risks and opportunities ahead.
Podcast - 47 min listen
Public Fixed Income
EM Debt: Why Passive Strategies Often Miss the Mark
When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities.
Insights - 5 min read
Real Estate
Has the Retail Sugar Hit Passed?
In the third quarter, European real estate investment broadly recovered to pre-pandemic levels. The Barings Real Estate team weighs in.
Insights - 8 min read
Real Estate
Recovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
Insights - 10 min read
Private Credit
The Next Generation of Business Development Companies
Jon Bock, CFO of Barings BDC, describes the transformational development of BDCs as an asset class, explains the trends driving M&A in the space and sheds light on why the asset class continues to garner increased attention from investors.
Podcast - 29 min listen
Public Fixed Income
IG Credit: Higher Rates on the Horizon
With rate hikes potentially on the horizon, and spreads fairly tight, there may be benefits to a multi credit strategy that looks beyond traditional IG corporate credit—to areas such as EM corporate debt and CLOs.
Short View - 3 min read
Public Fixed Income
CLOs: Supply/Demand Dynamics Driving Opportunities
As heavy supply creates bottlenecks for investors and dealers, refinancing and reset transactions continue to look attractive, particularly BB tranches.
Short View - 4 min read
Public Fixed Income
From Rates, to Growth, to China: What’s Next for EM Debt?
While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt.
Short View - 4 min read
Public Fixed Income
High Yield: Still Strong, Despite Market Jitters
Bouts of short-term volatility are almost a given going forward—but in our view, much of the recent market concern overlooks how strong the average high yield company is today.
Short View - 4 min read
Real Estate
European Real Estate: Finding & Creating Value Today
Portfolio manager, Rory Allan, joins Streaming Income to discuss the health of European real estate markets today, where the team is currently seeing—and creating—the most value, and how ESG considerations are continuing to change the investment landscape.
Podcast - 36 min listen
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