2023: From the Top, Down
Christopher Smart, Head of the Barings Investment Institute, discusses why the top-down outlook for 2023 is difficult to predict with any confidence—making it all the more important to check decisions from the bottom, up.
2023 Outlook: From the Bottom, Up
Roundtable
2023 Credit Market Outlook
In this roundtable discussion, our credit market experts across public and private markets describe how they’re navigating today’s more challenging backdrop and where they’re turning to find strong, risk-adjusted returns.
“Given the magnitude of the rate increases we’ve seen this year, we are much more focused on managing rate risk, in addition to credit risk, than we have been in the past.”
SCOTT ROTH
CO-HEAD OF U.S. HIGH YIELD
Head of Emerging Markets Corporate Debt
Managing Director, Head of Investments, Capital Solutions
Co-Head of U.S. High Yield
Co-Head of Global Private Finance
Investing Through Inflation
In an environment characterized by decades-high inflation and rising rates, some of the most compelling opportunities are likely to be in asset classes that are naturally positioned to survive—and maybe even thrive.
Global Real Estate
2023 Global Real Estate Outlook
In this roundtable discussion, our experts across real estate debt and equity discuss the dynamics shaping the market—and weigh in on where investors can turn to find attractive returns.
Roundtable – 9 min read"We have taken somewhat of a contrarian view when putting money to work recently—as a result of our hyper-local focus, where others see risk, we might see great relative value."
Nasir Alamgir
Head of Real Estate Debt Portfolio Management
Head of Real Estate Debt Portfolio Management
Head of U.S. Real Estate Client Portfolio Management
Head of Europe Value-Add Investing, Portfolio Manager
Managing Director, Head of US Acquisitions and Portfolio Management
Managing Director & Portfolio Manager, Barings European Core Property Fund
What's in Store for 2023?
Emerging Markets Debt: Springtime in January?
With the inflation and geopolitical fogs around the world dissipating, and a monetary policy pivot potentially in the cards, 2023 is shaping up to be a promising year for emerging markets debt.
Don’t be Fooled by Your Office Building Appraisal
The sooner investors can recognize that prices in the U.S. office space are not where benchmarks have indicated, the sooner they can move forward with assessing and capitalizing on opportunities in the sector.
China: This Time is Different
The Chinese economy is facing its hardest test in over two decades, and it will not come out of it easily.
U.S. Commercial Real Estate: A Time for Fear or Greed?
As negative headlines come fast and furious, commercial real estate investors are faced with a question: Is now a time to get defensive, be opportunistic, or prepare for the worst? Learn why Co-Head of U.S. Real Estate, John Ockerbloom says the answer is 'yes'—all of the above.
EM Equities: Is the Bear Market Closer to the End?
A number of the headwinds facing EMs are already reflected in company valuations—and some are even beginning to fade, suggesting that EM equities may be close to a turning point.
High Yield: Value on Offer, But Stormy Seas Ahead
While there are signs that volatility will likely continue in high yield through the coming months, this environment, ultimately, may prove to be a significant opportunity for value creation.
The I's of the Storm: Interest Rates, Inflation & the IMF
Could the market be wrong on inflation? Is China more of a drag on the global economy than commonly perceived? And how can investors navigate this extremely difficult macro backdrop? Ricardo Adrogue answers these questions and more in the latest episode of Streaming Income.
EM Debt: Uncovering Opportunities in a Market Rife with Risk
With a number of risks facing emerging markets today, capital allocation is difficult and often a function of an investor’s appetite—but opportunities do still exist.