Stratégies d’investissement
Sur une large gamme de stratégies, notre expertise est porteuse de solutions innovantes.
Barings capitalise sur sa grande expertise de l’ensemble des marchés, obligations, actions, immobilier et alternatif, afin d’aider nos clients à atteindre leurs objectifs d’investissement. Notre présence sur les classes d’actifs tant alternatives que traditionnelles permet à nos clients d’enregistrer des rendements ajustés du risque que des stratégies indexées traditionnelles ne pourraient pas nécessairement générer.
Obligations taux fixe
Barings, avec son large éventail de capacités et expertises, offre l’opportunité d’aller au-delà des stratégies obligataires traditionnelles et d’avoir accès aux marchés du crédit au travers d’investissements qui répondent aux critères de qualité, de rendement et de liquidité requis.
Haut rendement
Nous cherchons à identifier des opportunités attractives en termes de valorisation sur tous les marchés d’obligations à haut rendement.
Crédits structurés
Barings, l’un des plus anciens investisseurs sur la place, s’est doté de capacités uniques pour analyser et identifier les opportunités qu’offrent les marchés internationaux de crédits structurés.
Crédits privés
Notre équipe internationale de crédits privés met à profit plus de 40 ans d’expérience et de contacts dans l’industrie pour trouver les meilleurs investissements en dette privée à travers le monde.
Marchés Emergents
Notre équipe de professionnels est idéalement positionnée pour déceler de la valeur sur les différents marchés émergents, et ce tant au niveau des obligations d’entreprises que des obligations d’Etat.
Obligations d’entreprises ‘Investment Grade’
Les importantes ressources que nous mettons en œuvre, combinées à une approche d’investissement stricte, participent à notre recherche de surperformance pour nos clients, sur une grande diversité de strategies.
Actions
Nous construisons des portefeuilles de conviction, basés sur une recherche fondamentale et bottom-up. Nous mettons l’accent sur la qualité, la croissance et les perspectives de hausse afin d’identifier les entreprises dont le potentiel de croissance est le plus élevé.
Actions marchés émergents
Identifier les sociétés à forte croissance les plus dynamiques au sein des marchés émergents toute capitalisation boursière confondue.
Gestion Actions Petites Capitalisations
Notre équipe vise la croissance du capital à long terme, en investissant dans des sociétés de petite capitalisation, et en ciblant des rendements ajustés du risque supérieurs grâce à une sélection des valeurs maîtrisée.
Actions monde
Nos stratégies « Actions monde » visent à générer la croissance du capital sur le long terme. La construction de nos portefeuilles, gérés de façon active, reflète nos convictions les plus fortes et s’appuie sur la meilleure expertise de la recherche actions du groupe dans tous les pays.
Gestion alternative
La plateforme Investissements Alternatifs de Barings Alternative identifie des sources de rendement différenciées dans les secteurs du capital-investissement, des actifs réels, des investissements basés sur les actifs et de l'immobilier.
Immobilier
Nous offrons un large éventail d’opportunités mondiales sur les quatre grands quadrants que sont l’immobilier, la dette publique/privée et les actions, en mettant l’accent sur la valeur relative et les rendements ajustés en fonction du risque.
Fonds d’investissements et co-investissements
Nous construisons pour nos clients des portefeuilles diversifiés et sur mesure, en associant le private equity classique aux actifs réels dans le cadre d’une approche intégrée de la gestion de portefeuille.
Investissements en direct
Des investissements sur huit secteurs différents d’activité avec une préférence pour les investissements à haut rendement.
Gestion diversifée
Notre stratégie diversifiée a pour but de créer pour nos clients des portefeuilles qui bénéficient pleinement des hausses de marché tout en limitant les pertes lors des phases de baisse.
Multi Asset Targeted Return
A pour objectif de dégager un rendement déterminé supérieur au cash ou à l’inflation, équivalent au rendement des actions à long terme mais pour un risque très inférieur.
Points de vue Relatifs
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Finding the Right Sovereign ESG Indicators: A Greek Tragedy?
On our mini odyssey through the vast seas of sovereign ESG indicators, we sought to identify data from reliable third parties—which would provide benchmarking criteria between countries and also serve as an effective screening tool to identify outliers.
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Three Factors Shaping the Opportunity in European Private Credit
The growing importance of market access, a wider investor base and the impact of ESG on pricing are reshaping the European middle market.
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North American Private Credit: Expectations vs. Reality
The impact of COVID on North American private credit has been surprising in some ways and more predictable in others. Ian Fowler sheds light on lessons learned over the past year and offers advice on how to navigate today’s market.
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Distressed Debt: The Opportunities Surfacing in COVID's Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
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ASEAN Equities: “Opportunities in Every Crisis”
Barings’ SooHai Lim discusses the dynamics shaping ASEAN equities today, from lessons learned from the pandemic to the structural trends supporting the region.
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Emerging Markets Equity: Evolving & Transforming
Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.
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The Structural and Cyclical Case for U.S. Real Estate Debt
While the ongoing disruption from the pandemic will put downward pressure on market fundamentals until the virus is no longer a threat, opportunities will likely emerge across the risk-return spectrum in advance of a recovery in demand and property income.
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Private Credit: Boring is (Still) Beautiful
Barings' Ian Fowler discusses the current state of the North American private credit market, including insights into deal activity, pricing, and how the Barings team is investing through the pandemic.
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Winter is Here, But Spring is Coming
With additional fiscal relief and steady progress in vaccinations in the first half of 2021, the U.S. economy should be regaining momentum by the end of Q2, helping to stabilize real estate demand in the second half of the year. The Barings Real Estate team weighs in.
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Are the Most Compelling Post-COVID Opportunities in Offices?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
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Four Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
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EM Debt: Where is the Value Today?
Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and fluctuating currencies may influence the picture, and the increasing role that ESG is playing in identifying winners and losers.
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The False Dawn of Big Tech Regulation?
Calls for increased regulation of tech giants have indeed grown—but will they have the desired impact? In our opinion, the focus on "big is bad" is simply ineffective in a digital world.
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CLOs: Cautious Optimism
Coming off a tumultuous year, CLOs look well-positioned going forward—particularly if the economy continues to heal and rates move higher.
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EMD: Light at the End of the Tunnel
The rollout of the COVID vaccine may be slower across emerging markets, meaning restrictions will likely remain in place for the foreseeable future. But there are bright spots—including in local currencies and companies that have adapted to this ‘new normal’.
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High Yield: Strong Tailwinds, But It May be a Bumpy Ride
High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.
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How Healthy is Today's Private Credit Market?
Barings’ Jon Bock weighs in on the dynamics shaping private credit today—from deal activity, to leverage metrics, to spread levels—and discusses how investors can access the opportunity.
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Three Reasons Loans May Be Poised for Strong Performance
It’s not as simple as ‘when rates rise buy loans; when rates fall buy bonds.’ Indeed, a combination of several factors has set the stage for loans to potentially deliver attractive total returns going forward.
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2021 Outlook: The Uneven Recovery
The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.
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The Case for European Real Estate Debt
The supportive pricing fundamentals in the European real estate market, and low leverage relative to previous property cycles, suggest the asset class is well-positioned to withstand the impact of the pandemic.
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2021 Outlook: The Uneven Recovery
Listen as Barings' portfolio managers and investment professionals discuss the cyclical and structural trends expected to shape public and private markets in 2021 & beyond.
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Private Credit: How Healthy is Today's Middle Market?
Barings’ Jon Bock weighs in on the current dynamics driving today’s private credit markets from deal activity, to leverage metrics, to spread levels, and discusses the pro’s and con’s of investment structures from public and private BDCs to commingled funds.
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Structural Trends Supporting Asian Equities
There are a number of supportive structural trends shaping the opportunity in Asian equities, many of which—perhaps counterintuitively—have been amplified by the pandemic and U.S.-China trade tensions.
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Value-Add Beyond the Pandemic
The shock provided by the global pandemic has roiled real estate markets around the world—which means that the quality and location of properties has never been more important.
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European Real Estate Research Quarterly
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
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U.S. Real Estate Research Quarterly
Although the U.S. economy bounced back sharply in the third quarter, the near-term path for the economy and real estate markets remains highly dependent on progress toward a medical solution to COVID and the degree of further lockdowns. The Barings Real Estate team weighs in.
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Real Estate Debt: Die neue Anlagechance in Europa
Sam Mellor von Barings Real Estate beschreibt die Trends, die dem strukturellen Wachstum von Immobilienanleihen in Europa zugrunde liegen, vergleicht die Anlageklasse mit anderen öffentlichen und direkten festverzinslichen Alternativen und stellt sie gegenüber.
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EMD: A Strong Tailwind, But Risks on the Horizon
Segments of the EM debt market have been bright spots in fixed income this year. Will EMs outperform DMs in the months ahead—or are the risks too great? It may come down to country and credit selection.
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Post-COVID European Private Credit: A Higher Quality Market?
On the back of COVID, transactions in the European middle market are showing decreased leverage levels, stronger documentation and improvements in pricing—suggesting a rebasing of the market from where it has been for the past several years.
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Are EM Countries Able (and Willing) to Pay Their Debt?
Capitalizing on opportunities in EM debt will not only require traditional fundamental analysis to determine countries’ ability to satisfy their debt obligations, but also—and perhaps just as importantly—an understanding of their willingness to pay.
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Emerging Markets Equity: Evolving and Transforming
From leading technologies, shifting consumption patterns, evolving business models to ESG—there are a number of factors shaping the opportunity in EM equities. Join Barings’ EM Equities team as they unpack the structural trends shaping this landscape and discuss the opportunities they expect to see going forward.
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The Crisis No One is Talking About
The migration patterns stemming from Venezuela’s economic collapse provide key ESG insights, especially for Colombia and other neighboring countries, and particularly when compared to the case of Syrian refugees in Turkey.
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ESG in Equities: Better Outcomes Require Better Practices
Not all approaches to ESG are created equal—why a focus on integration, forward-looking dynamics and active engagement is the key to unlocking long-term returns in equity investments.
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ESG in Equities: Not All Approaches are Created Equal
Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how integration, dynamism and active engagement contribute to better outcomes.
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The Evolving Opportunity in Distressed Debt
As the pandemic recedes, some companies may have a harder time managing higher debt levels than others—and as weaker issuers undergo restructurings or other stressed situations, there may be opportunities for investors to deploy more capital into distressed debt strategies.
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Three Reasons for EM Short Duration Debt
Emerging markets debt has shown much resilience despite facing its share of pandemic-induced difficulties. A short-dated approach, in particular, can provide an opportunity to pick up incremental yield and diversification, with less volatility.
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Private Credit: The Turn of the Cycle
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler describe the evolving conditions in the North American and European private credit markets and where opportunities may arise in the months and years ahead.
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ESG et émetteurs souverains: Il n’existe pas de modèle unique
Au cours de la dernière décennie, les critères environnementaux, sociaux et de gouvernance (ESG) ont pris une place centrale dans de nombreuses stratégies d’investissement, mais la manière dont les critères ESG sont intégrés dans l’analyse des émetteurs souverains manque encore de cohérence.
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Is There Style Drift in Middle Market Lending?
Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.
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Atténuation de l'enthousiasme suscité par le marché mexicain des obligations de sociétés
Omotunde Lawal, Directrice de la Dette d'Entreprise des Marché émergents, revient d'un récent voyage au Mexique, où l'équipe de Barings a mené des recherches sur le terrain.
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Obligations et prêts à haut rendement : Quelle est la prochaine étape ?
Les marchés des obligations à haut rendement ont connu un retour en force au premier trimestre. Les fondamentaux et les paramètres techniques du marché peuvent-ils maintenir la vigueur du marché ? David Mihalick, Barings, nous donne son avis.
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Dette des marchés émergents : Investir avec un optimisme prudent
La dette souveraine a surperformé au premier trimestre, les nouvelles géopolitiques ayant continué de dominer l’actualité et les matières premières s'étant redressées. Des risques subsistent pour la classe d'actifs, mais certains facteurs défavorables importants sont maintenant devenus des facteurs favorables.
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Haut rendement : Une reprise rapide
Les obligations et les prêts à haut rendement ont affiché un solide premier trimestre après les ventes techniques du quatrième trimestre. Les défauts de paiement se situant encore près des planchers historiques, les spreads actuels offrent des possibilités attrayantes de rendement ajusté en fonction du risque.
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Real Estate Debt: A Time for Balance
Dean Dulchinos, Head of Real Estate Debt Portfolio Management and Capital Markets, recently spoke with PERE about how he expects the U.S. real estate debt market to shape up in 2019—including the opportunities it presents, the shift in both investor types and risk-reward profiles sought, and how credit cycle placement is affecting the asset class.
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Private Equity : Gestionnaires émergents, femmes ou ayant des profils divers
Dans cet entretien, Mina Nazemi, Barings, nous explique en quoi les allocations à des gestionnaires émergents, femmes ou ayant des profils divers peuvent potentiellement contribuer à combattre cette tendance.
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The Potential Benefits of Global Senior Secured Loans
In the current environment, senior secured loans are gaining traction for their potential to offer a blend of attractive yield and protection against both credit and interest rate risk.
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EM Debt: Navigating a Shifting Macro Backdrop
After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re currently seeing.
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EM Debt—A Brightening Picture?
Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
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L’évolution du Crédit Investment Grade
In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.
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Obligations à Haut Rendement: Cinq Points Clés pour les Mois à Venir
Des guerres commerciales et du Brexit aux positions des banques centrales et aux récessions, les risques auxquels font face les marchés d’aujourd’hui ne manquent pas. Dans le contexte de cet environnement turbulent sur le marché des obligations à haut rendement, nous avons retenu cinq points qui méritent d’être pris en compte dans les mois à venir.
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Un Fonds de Private Equity ne se Limite pas à ses Chiffres
Chez Barings, contrairement à la croyance populaire, nous estimons que l'identification d'opportunités de haute qualité parmi les gestionnaires de capital-investissement émergents et diversifiés peut offrir aux investisseurs des rendements ajustés au risque attrayants.
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Brésil: une Nouvelle Frontière?
Après l'élection nationale du pays, l'équipe des actions latino-américaines de Barings examine la position du Brésil et les réformes que le nouveau président pourrait envisager pour stimuler l'économie.
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Is it Time to Consider a Blended Approach to EMD?
How can investors tap into the diverse opportunities within EM debt? Ricard Adrogué, Head of Emerging Markets Debt and Omotunde Lawal Head of Emerging Markets Corporate Credit Research, weigh in.
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How We Invest in Global Real Estate Markets
At Barings, we leverage our deep teams, global presence and expertise across the four quadrants of real estate as we seek to help our clients turn opportunities into real solutions.
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German Equity Outlook
While market volatility has risen at the start of 2018, Barings continues to see attractive investment opportunities in German equities. In this viewpoint, we tell readers why and where we see the greatest investment potential.
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EM Local Debt: Focused on Fundamentals
Barings' combination of quantitative and qualitative analysis and tools provide a comprehensive and rigorous framework for investing in emerging markets local debt. In this Viewpoint, we give readers an inside look into our investment process.
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