Viewpoints

While tighter monetary conditions weigh on economic growth and inflation, U.S. property fundamentals remain stable—and secular demand trends continue to drive value creation over the long term. The Barings Real Estate team discusses.

Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.

A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.

When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.

There are a number of challenges facing the global agriculture industry—from near-term supply disruptions, to growing demand from an increasing global population. But they also create opportunities in companies focused on increasing the productivity and sustainability of farming.

Chris Sawyer, Head of European High Yield, provides an overview of the current conditions in the global loan market and explains why now may prove to be a particularly attractive time to deploy capital into the asset class.

Co-Heads of Global Private Finance, Adam Wheeler and Ian Fowler, describe how the economic backdrop is impacting the asset class, what assets look better-positioned heading into a potential recession and where opportunities may arise going forward.

While challenges remain for EM debt, technicals, in some cases, have caused market prices to overshoot their fundamental value to the downside—creating opportunities for active, bottom-up managers.

Challenging technical conditions have caused high yield spreads to widen beyond what fundamentals would suggest, potentially setting the stage for strong performance in loans and senior secured bonds, in particular.