Viewpoints

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.

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.

In this Q&A, Pieter Welman describes how an evolving political backdrop and the urgency of the energy transition are shaping the opportunity in infrastructure debt.

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.

Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets.

An economic reopening, a recovery in fundamentals, and favorable policy support are creating a compelling, long-term case for Chinese equities.

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.

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.

Today’s securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns.