Viewpoints

Uncertainties remain on the horizon—but this is extending an already attractive value-add opportunity to invest at the start of a new property cycle.

In 2024, the life insurance industry continued to evolve, driven by strategic shifts in asset allocations and investment strategies. As insurers navigate a complex economic landscape, they are increasingly focusing on enhancing yield potential while managing risk.

Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.

U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.

While IG credit overall looks compelling today, we believe there are four distinct areas of inefficiencies in credit markets that present an opportunity to generate alpha.

The U.S. real estate market held steady in the first quarter as solid underlying fundamentals provide a foothold for rising tariff headwinds.

In this Q&A, Orhan Sarayli explains that although infrastructure debt is not immune to the current market volatility, the powerful tailwinds driving demand are stronger than any economic or political cycle.

Head of Consumer ABF, Yulia Alekseeva, sheds light on the fast-growing area of asset-backed finance. She provides an overview of the types of assets that comprise the ABF universe and the attributes—such as income and diversification—that are driving growth in the space.

The Barings Structured Credit and Direct Lending teams explain what it took to price the market’s first European middle market CLO.