Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
European Private Credit: Winner Takes All?
Mark Wilton, a portfolio manager in Barings’ Global Private Finance Group, describes the competitive backdrop in European private credit, including what's driving manager outperformance and access to deal flow, as well the ever-increasing focus on ESG.
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Public Fixed Income
High Yield: Why Fundamentals May Be Stronger Than You Think
Barings’ David Mihalick and Chris Sawyer assess the health of the global high yield bond and loan markets against a backdrop of COVID uncertainty, potentially higher rates and an ever-increasing focus on ESG.
Podcast - 39 min listen
Real Estate
Keeping Real Estate Portfolios Above Water Amid Rising Sea Levels
As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.
Insights - 6 min read
Public Equities
Software’s Big Bang
An important transformation is happening in the software industry today, which is likely to see the sector’s growth continue to outpace the rest of the IT industry—and the broader economy—for many years to come.
Insights - 6 min read
Private Credit
How Innovations in Private Credit Are Driving ESG Progress
Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices.
Insights - 7 min read
Public Fixed Income
EM Debt: Assessing the Impact of China’s Crackdowns
Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.
Podcast - 33 min listen
Real Estate
Is Real Estate An Effective Inflation Hedge?
Long-term sector structural trends in demographics, technological change and ESG are key to long-term income growth—and therefore capital flows and pricing. The Barings Real Estate team weighs in.
Insights - 10 min read
Public Equities
ESG in Smaller Companies: An Overlooked Opportunity?
When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.
Insights - 7 min read
Private Equity
Views from the LPAC: Four Trends Shaping Private Equity in 2021
In our 25+ years of investing in private markets, Barings has held hundreds of LPAC seats. Here, we offer insights on the issues and trends currently under debate between LPs and their GPs.
Insights - 10 min read
Public Fixed Income
Three Reasons for EM Corporate Short Duration Debt
While the potential for inflation and rising rates could create a headwind for EM debt, a short duration approach can provide an opportunity to pick up incremental yield and diversification, with less volatility.
Insights - 7 min read
Public Fixed Income
IG Credit: Flexibility is Key
While uncertainty remains around rates and inflation, opportunities continue to emerge across IG credit, including in areas outside of traditional corporate bonds.
Short View - 3 min read
Public Fixed Income
Deja vu for CLOs?
Heavy supply around quarterly payment dates has led to predictable periods of spread widening in the CLO market—creating attractive relative value opportunities up and down the capital structure.
Short View - 3 min read
Public Fixed Income
The Wind Remains at High Yield's Back (For Now)
Accelerating economic growth and improving corporate financial conditions, coupled with a manageable default picture, continue to bolster high yield. But with ongoing uncertainty around inflation and rates, loans in particular may be worth consideration.
Short View - 4 min readWe use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.