Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
An Underappreciated Subset of High Yield
For investors willing to surrender a nominal amount of yield in favor of greater protection given a default, global senior secured bonds can be an attractive option in a recessionary environment.
Read
- Media Type
-
- All Media Types
- Read
- Watch
- Listen
- Investment Focus
-
- All
- Fixed Income
- Equities
- Alternatives
- Multi Asset
- Macro & Geopolitical
Fixed Income
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.
Insights
Macro & Geopolitical
Just How Crazy Are These Democratic Ideas?
The field of Democratic presidential candidates is growing increasingly crowded, leaving investors wondering about the best way to interpret the steady stream of grand economic plans filling the headlines.
Leading Thoughts - 4 min read
Barings Quarterly Review & Outlook – January 2019
Read our latest views on the macro and asset class-specific trends driving global markets across fixed income, equities, alternatives and multi asset.
Five Trends to Watch in 2019
Which cyclical and structural trends will drive markets in 2019? Barings’ teams across public and private markets weigh in.
The Opportunity in Real Assets
As long-term structural demand trends converge with short-term technological innovation, we believe attractive opportunities are emerging to invest private capital in real assets.
Macro & Geopolitical
Les Points Positifs Pour L’Avenir de L’Europe
Christopher Smart, Directeur du département de recherche macroéconomique et géopolitique, identifie certaines raisons pour lesquelles l’avenir économique de l’Europe n’est pas aussi sombre que cela puisse paraître.
Leading Thoughts - 3 min read
Fixed Income
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.
Podcast - 27 min listen
Macro & Geopolitical
Pourquoi Les Investisseurs Devraient Relire Le Discours Sur L’état De L’Union
Leading Thoughts - 3 min read
Macro & Geopolitical
All Eyes On Earnings
Christopher Smart, Head of Macroeconomic & Geopolitical Research, provides details on why earnings may be the best economic indicator for the investors in the coming year.
Leading Thoughts - 4 min read
Fixed Income
Investment Grade Credit—Rates, BBBs and ABS
From inverted yield curves to potential BBB downgrade risk, Barings’ David Nagle discusses some of the key challenges facing investors in the IG markets today.
Podcast - 23 min listen
Fixed Income
CLOs & Leveraged Loans—Perception vs. Reality
Does the recent bout of volatility in below investment-grade markets mean opportunity or risk for CLOs and loans? Barings’ Matt Natcharian and Adrienne Butler weigh in.
Podcast - 24 min listen
Fixed Income
Seeking Value in Today’s Private Credit Market
In this Q&A, Barings’ Eric Lloyd discusses his team’s approach to navigating the risks and capitalizing on the opportunities across the global private credit markets.
Conversations - 8 min read
