Viewpoints

CLOs continue to offer durable carry and structural resilience, supported by steady demand and a generally constructive backdrop. As performance grows more differentiated across issuers and sectors, the case for higher‑quality positioning and selectivity has strengthened.

Europe’s CRE market recovery conditions are in place—a stable interest rate outlook, steady property pricing, improved financing access and positive rental growth prospects. Whether the market recovery gains traction in 2026 will depend on wider geopolitical and economic events.

Partnerships are changing the way asset managers build, scale and deliver solutions. Barings Chairman & CEO Mike Freno breaks down how long-term, aligned partnerships are reshaping everything from origination ecosystems to multi-asset client relationships.

The recovery is supported by solid fundamentals, but structural changes are putting greater emphasis on assets and locations that can benefit from—or remain insulated against—economic shifts and a narrower set of demand drivers.

In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.

High yield enters 2026 on solid footing, but tight valuations, shifting technicals, and a more uneven macro backdrop make selective positioning essential.

Hong Kong and China stock markets are nearing a pivotal moment, driven by secular trends, policy support and evolving global dynamics. The key investment themes of the region are technological innovation, sectoral transformation, consumer opportunity and market structure.

Direct lending is evolving fast, bringing both opportunity and complexity. Stuart Mathieson highlights why discipline, strong underwriting and regional insight are key to navigating competition and managing risk in a maturing global market.

Cem Karacadag, Head of Global Sovereign Debt and Currencies, explores the structural improvements, compelling valuations and shifting risk dynamics that are bringing EM debt to the forefront.