Private Credit: Winners & Losers
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler discuss the current landscape in private credit markets, and how structural and cyclical forces are converging to create clear winners and losers among private credit managers.
The Evolving Opportunity in Real Estate Debt
While the current landscape may be challenging to navigate, it is also shaping a compelling opportunity in real estate debt—from core to opportunistic lending.
Private Debt: Past, Present & Future
In the first episode of our new Investing Together series, Mercer's Global Head of Private Debt, David Scopelliti joins Barings' David Mihalick to discuss the evolution of private credit, including how this market developed, what conditions are like today, and where we go next.
Structural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets.
Hong Kong China Equities: Finding Value Amid the Reopening
An economic reopening, a recovery in fundamentals, and favorable policy support are creating a compelling, long-term case for Chinese equities.
Latin American Equities: More Than Meets the Eye
Despite the uncertain global macro backdrop, the combination of long-term structural trends and attractive current valuations is presenting a compelling opportunity in Latin American equities.
The Crucial Role of Resources in the Great Energy Transition Debate
It is becoming increasingly clear that to improve the chances of achieving Net Zero by 2050, natural resources companies are a key part of the solution—not the problem.