Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
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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Fixed Income
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.
Insights - 9 min read
Macro & Geopolitical
The Trade War’s Next Front?
Investors have been crossing their fingers that discussions of a pending China trade deal will remove the threat of new tariffs on commerce in the Pacific. But their relief may be short-lived if President Trump turns his sights across the Atlantic.
Leading Thoughts - 3 min read
Alternatives
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.
Podcast - 27 min listen
Equities
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.
Insights - 8 min read
The Opportunity in Real Assets
As long-term structural demand trends converge with short-term technological innovation, we believe attractive opportunities are emerging to invest private capital in real assets.
Five Trends to Watch in 2019
Which cyclical and structural trends will drive markets in 2019? Barings’ teams across public and private markets weigh in.
Barings Quarterly Review & Outlook – January 2019
Read our latest views on the macro and asset class-specific trends driving global markets across fixed income, equities, alternatives and multi asset.
Fixed Income
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.
Short View - 3 min read
Macro & Geopolitical
Just How Crazy Are These Democratic Ideas?
The field of Democratic presidential candidates is growing increasingly crowded, leaving investors wondering about the best way to interpret the steady stream of grand economic plans filling the headlines.
Leading Thoughts - 4 min read
Macro & Geopolitical
2020 Election: How Will Challengers Face the Party of Trump?
Though the 2020 presidential election is far away, the race has already begun. In this Q&A, Barings’ Christopher Smart weighs in on the current political climate, the challenges faced by both parties, and how President Trump may have flipped the traditional script.
Conversations - 7 min read
Macro & Geopolitical
Why The Market Misunderstands Trump’s Asian Diplomacy
Christopher Smart, Head of Macroeconomic & Geopolitical Research, discusses why conventional wisdom relative to U.S. relationships in Asia may be backwards.
Insights - 4 min read
Macro & Geopolitical
U.S. Election 2020: Blurred (Party) Lines
Believe it or not, the 2020 U.S. Presidential campaign has already kicked off. As the candidates and their platforms begin to come into view, Barings’ Christopher Smart offers advice to investors on what to watch for.
Podcast - 27 min listen
Equities
Searching for Unrecognized Growth
In this video, Barings’ Global Head of Equities, Ghadir Cooper, explains how the equities platform consistently identifies mispriced opportunities.
Video - 2 min watch
Equities
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.
Insights - 12 min read
Fixed Income
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.
Conversations - 7 min read
Macro & Geopolitical
The Bright Spot in Europe’s Future
Christopher Smart, Head of Macroeconomic & Geopolitical Research, identifies a few reasons why Europe’s economic future is not as bleak as it may seem.
Leading Thoughts - 3 min read
Fixed Income
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.
Podcast - 27 min listen