Central bankers’ next moves remain highly data dependent, although the broad direction—if not the magnitude—of interest rates and therefore market property yields likely remains downward in 2024. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in European real estate.
When considering the substantial correction in real estate prices and profound pull back in liquidity to this point, an inflection point in U.S. real estate appears closer than before. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.
While investing in European real estate still poses challenges, attractive value opportunities are emerging as we approach a cyclical bottom.
Despite risks surrounding the direction of the global economy, high yield bonds and loans continue to offer attractive total return potential for long-term investors willing to look beyond the likelihood of near-term volatility.
Against a hazy backdrop, our real estate debt and equity experts bring today’s biggest challenges into focus—while also weighing in on where opportunities are emerging across the U.S., Europe, and Australia.
With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.
The high yield bond market has undergone a fundamental shift over the last decade, with today’s higher-yielding, higher-quality market looking particularly resilient in the face of a potential downturn.
While further capital declines are still occurring, we are now technically past the trough of the European property cycle. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in the asset class.
High yield looks well-positioned in today’s uncertain environment, not only due to current yield levels, but also because of the historically high credit quality of the market.
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