Viewpoints

CLOs continue to offer compelling opportunities for disciplined investors—especially as robust structures provide protection against some of the lingering macroeconomic headwinds.

Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.

While challenges remain for EM debt, technicals, in some cases, have caused market prices to overshoot their fundamental value to the downside—creating opportunities for active, bottom-up managers.

Challenging technical conditions have caused high yield spreads to widen beyond what fundamentals would suggest, potentially setting the stage for strong performance in loans and senior secured bonds, in particular.

Despite the prevailing uncertainty, IG corporate fundamentals appear solid and yields are approaching potentially attractive levels relative to history.

The combination of wider spreads, strong structural protections and low interest-rate sensitivity presents a potentially compelling case for CLOs.

Investors everywhere are facing the reality and urgency of climate change. Our experts discuss where they’re seeing the most material effects across public and private markets today—and what they’re anticipating going forward.

Climate change is already having material impacts on public and private asset classes across developed and emerging markets. A cross-asset panel of Barings investors discuss strategies for both mitigating risks and investing in the companies and assets that may thrive tomorrow.

Across every asset class, investors are facing the reality and urgency of climate change and its associated risks.