Read, watch and listen to the latest insights from our global investment teams.
Barings’ Jon Bock hosts a cinema-themed roundtable discussion with leading CIOs and investors in the private credit markets covering the asset class’ recent performance, the current challenges facing LPs and GPs, and how to prepare for what’s next.Listen
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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.Short View - 3 min read
ESG in Asia: Accelerating Momentum
The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.Short View - 4 min read
Spring Is Here
With vaccinations making steady progress, the near-term outlook for the U.S. economy is as bright as it’s been in three decades. However, risks remain—and the recovery will be uneven across and within markets and sectors. The Barings Real Estate team weighs in.Insights - 11 min read
Can Residential Fill the Retail Investment Gap?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality. The Barings Real Estate team weighs in on how these trends will drive opportunities through 2021 and beyond.Insights - 8 min read
From Diversification to ESG: The Evolving Opportunity in ABS
Asset-backed securities can offer a number of benefits as part of a broader fixed income mandate—particularly given the strong structural protections, diversification benefits and advancements in ESG.Insights - 8 min read
CLOs: What's Driving the Opportunity Today?
Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward.Podcast - 36 min listen
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
European Private Credit: Positive Momentum
Barings' Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months.Podcast - 31 min listen
Is High Yield in a Sweet Spot?
High yield continues to benefit from supportive tailwinds—from an improving default picture to lower sensitivity to rising rates—and may be poised for strong performance as the recovery takes hold.Insights - 7 min read
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
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
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
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
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
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