
Viewpoints

U.S. Real Estate: Patience, Vigilance Needed
If a soft landing continues to play out in 2023, then transactional liquidity could return sooner than expected—possibly circumventing a substantial property price correction. The Barings Real Estate team discusses.

European Real Estate: Darkest, Then a New Dawn?
The year ahead likely marks the trough in the property cycle, which will have implications for investment outperformance for years to come. The Barings Real Estate team discusses.

What is a CLO?
CLOs provide an efficient, scalable way of investing in floating-rate loans while offering structural protection that has historically performed well through multiple credit cycles.

Emerging Markets Debt: An Early Spring?
Ricardo Adrogue, Head of Global Sovereign Debt and Currencies discusses the Barings' team's increasingly positive view on the outlook for emerging markets debt.

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

Global Private Credit
In 30+ years of managing private credit, we have learned that a disciplined approach and a truly global platform are key to performing through economic cycles.

ESG Engagement in Sovereign Debt: Key Questions That Must be Asked
When it comes to emerging markets sovereign debt, successful engagement often comes from asking the right questions and monitoring the right metrics.

High Yield: A Compelling Risk-Reward Picture for Long-term Investors
Markets will likely remain on edge in anticipation of a central bank policy pivot, but high yield continues to present compelling total return opportunities for investors willing to ride out the volatility.

IG Credit: Well-positioned in a Challenging Environment
In a potential recessionary environment, robust company balance sheets and normalizing yield levels are creating a compelling case for IG corporate credit.