Investment Strategies
Our expertise across a wide range of strategies drives innovative solutions.
Barings leverages its depth and breadth of expertise across the global fixed income, equity, real estate and alternative asset markets to help our clients achieve their investment goals. Our global presence across traditional and alternative asset classes provides our clients opportunities to earn risk-adjusted returns that may not be available using traditional benchmark-based strategies.
Fixed Income
Barings’ broad capabilities and expertise provide an opportunity to go beyond traditional fixed income strategies and access credit investments spanning the quality, yield and liquidity spectrum.
High Yield
We seek to identify attractive relative-value opportunities across global high yield asset classes.
Structured Credit
As one of the longest-tenured investors in the market, Barings has developed unique capabilities in understanding and identifying opportunities in global structured credit markets.
Private Credit
Our global private credit team leverages four decades of experience and industry relationships to source private debt investments worldwide.
Emerging Markets
Our team of seasoned investment professionals is well positioned to identify value across corporate and sovereign emerging markets.
Investment Grade
We combine deep resources and a disciplined investment approach seeking to produce a track record of outperformance for our clients across a variety of strategies.
Equities
We build high-conviction portfolios based on fundamental, bottom-up research. Our approach emphasizes quality, growth and upside to identify companies with strong growth potential.
Emerging Markets Equities
Our Emerging markets and Frontier strategies aim to deliver long-term capital growth by drawing on our extensive research platform. Led by our experienced team of investment professionals, we seek to build high conviction portfolios in global emerging and frontier markets.
Small Cap Equities
Our team aims to deliver long-term capital growth by investing in small cap companies. We target strong risk-adjusted returns through a disciplined approach to stock selection.
Global Equities
Our Global and International strategies aim to deliver long-term capital growth. We seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform.
Active Quant Equities
Our team aims to deliver superior risk adjusted returns through financial statement analysis and construction of high conviction solutions to meet our clients’ goals.
Alternatives
The Barings Alternative Investments Platform seeks to find differentiated sources of return across private equity, real assets, asset-based investments and real estate.
Real Estate
We offer a wide range of global opportunities across the four quadrants of real estate—public and private debt and equity markets, with a focus on relative value and risk-adjusted returns.
Funds & Co-Investments
We provide tailored, diversified portfolios of traditional private equity and real assets through integrated portfolio management.
Private Equity/Real Assets
We focus on eight specialty sectors across four major asset types.
Multi Asset
Since 2002, against the backdrop of some of the most challenging financial conditions in history, our robust and repeatable multi asset investment process and experienced Multi Asset Group have achieved equity-like returns with lower relative volatility.
Multi Asset Targeted Return
Aims for targeted returns over cash or inflation that are equivalent to long-term equity returns but with considerably less risk.
RelatedViewpoints
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Four Reasons Security Matters Right Now
Amid the late stages of an elongated credit cycle, Martin Horne, Barings’ Head of Global High Yield, discusses four reasons why global senior secured bonds—a lesser known and perhaps underappreciated subset of high yield—could be an attractive option in the event of defaults.
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Global Emerging Markets Equities: Where Do We Stand?
In this Q&A, William Palmer and Michael Levy, Co-Heads for Emerging and Frontier Equities, discuss their approach to accessing the asset class, current trends, and why recent headwinds may be becoming tailwinds.
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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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High Yield: Identifying Value Amid Shifting Sentiment
Despite the sharp turns in high yield markets over the past two quarters, companies ticked along without flinching—posting strong earnings over the course. David Mihalick, Barings’ Head of U.S. High Yield Investments, explains why.
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German Equities Present Opportunities to Combat Headwinds
In this Q&A, Rob Smith, Manager of the Barings German Growth strategy, shares his thoughts on how German equities are positioned to combat various headwinds, and which sectors the team expects future growth to come from.
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Enterprise Software: Valuation Matters
While industry dynamics remain healthy and growth prospects exist, current enterprise software valuations look stretched.
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Tempering Enthusiasm for Mexico’s Corporate Bond Market
Omotunde Lawal, Head of EM Corporate Debt, reports back from a recent trip to Mexico, where the Barings team conducted on-the-ground research through meetings with a wide variety of corporate issuers, economists and ratings agencies.
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Forecasting The Next Decade: An Analysis Of Asset Returns
Barings Multi Asset Group combines the underlying factors that will drive markets over the long term with today’s valuations to produce total return forecasts for major asset classes over the next ten years.
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Why Russia May be Set for an Explosion in E-commerce Growth
Historically a laggard in the e-commerce world, Russia is showing signs of life. But challenges remain.
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High Yield Bonds & Loans: Where to Next?
High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors factor in risks ranging from possible recession, to ratings downgrades, to liquidity concerns? Barings’ David Mihalick weighs in.
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EM Debt: Investing with Cautious Optimism
Sovereign debt outperformed in Q1 as geopolitical headlines continued to garner attention and commodities rallied. Risks remain for the asset class but some notable headwinds have now become tailwinds.
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Intangible Assets: The Royal Opportunity Set
A subset of Intangibles, pharmaceutical royalties present a particularly compelling investment opportunity. Barings’ Jon Rotolo and David Jin explain why.
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IG Credit: Can the Rally Last?
BBB-rated credits led the first quarter recovery despite early signs of deterioration among fundamentals. With spreads significantly tighter this year, short duration credits may pose an attractive investment option.
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Structured Credit: Receding Headwinds Support CLO Performance
CLOs rebounded in the first quarter as credit concerns receded. Lower interest rates may drive continued interest in the asset class moving forward.
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High Yield: A Swift Rebound
High yield bonds and loans posted a strong Q1 following the technically induced Q4 sell-off. With defaults still near historical lows, current spreads provide attractive risk-adjusted return potential.
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Intangible Assets: A Source of Uncorrelated Income?
In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role these assets are playing in diversified portfolios through a real-world example in the pharma royalty space.
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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: Emerging, Women & Diverse Managers
Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.
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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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Un Fonds de Private Equity ne se Limite pas à ses Chiffres
Chez Barings, contrairement à la croyance populaire, nous pensons que l’identification de gestionnaires de fonds émergents et diversifiés peut générer des rendements attractifs ajustés au risque des investisseurs.
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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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5 Things to Consider When Investing in Private Credit
In this piece from Benefits and Pensions Monitor, Barings’ Ian Fowler discusses five key considerations for investors interested in allocating to private credit.
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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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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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Understanding Where the Risks and Returns are Coming from in Your Short-term Bond Strategy
In this piece from Citywire, Barings portfolio manager David Nagle discusses the importance of understanding the risk / return profile of a short-term bond strategy.
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