Read, watch and listen to the latest insights from our global investment teams.
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EM Debt: Warding Off Headwinds with Active Management
Ricardo Adroguè, Head of Global Sovereign Debt and Currencies, addresses the many risks facing the global economy—specifically China, Argentina and the Middle East—and explains why active management is critical to performance.Conversations - 6 min read
European Real Estate Equity: Uncovering Value City by City
Charles Weeks, Head of Real Estate Equity for Europe and Asia Pacific, discusses the backdrop for European real estate markets, where the team is seeing the most value by sector and geography, and why they always take an active approach across strategies and investment styles.Conversations - 8 min read
Coronavirus: Navigating the Volatility
Barings experts across fixed income, equities and real estate share their views on how the spreading coronavirus is impacting global capital markets.Insights - 15 min read
Europe's Time to Shine?
If Brexit headwinds begin to clear, and the German economy sees improvement, it would support the European economy as a whole. At the same time, any weakness in the U.S. dollar could further propel international markets, potentially reversing a decade of underperformance.Short View - 2 min read
2020: An Inflection Point for EM Currencies?
With the financial crisis more than a decade behind us, the global financial system seems poised to begin re-leveraging. This process, which would likely take years to play out, would provide a source of funding for EM currencies, and represent a significant tailwind.Short View - 2 min read
A Bright Spot in Higher-Yielding EM Corporate Debt
Many EM regions have been engulfed in uncertainty for weeks or months. While these situations certainly represent risks, we also continue to find value—often in globally diversified companies that have been unfairly punished by markets because of where they’re domiciled.Short View - 2 min read
How Crucial is a Weaker Dollar in Supporting an EM Rally?
As concerns of a near-term recession seem to have dissipated, we think—in what may be somewhat of a contrarian call—riskier assets look well-positioned to potentially outperform in the year ahead.Short View - 2 min read
Comeback Time for International Equities?
Because the U.S. equity market is broad and deep, there will almost always be opportunities—but in aggregate, we think international equity markets may be more compelling over the next year.Short View - 3 min read
Amid Rising ‘Mequity’ Risk, Boring Can Be Beautiful
In both the U.S. and Europe, there is significant pressure both at the top and bottom ends of the middle market. As a result, we’re seeing potentially attractive value today in the more traditional, true middle market.Short View - 2 min read
The Continued Democratization of Private Equity
Private equity is an asset class that has traditionally been available only to very large, sophisticated institutional investors. But this is changing rapidly—a trend we expect to accelerate in 2020.Short View - 2 min read
U.S. Real Estate: More Reward in Core?
As investors in the market continue to chase yield, the risk premium—or the reward for taking that risk—appears to be diminishing. In this environment, we’re seeing some of the best opportunities in the highest-quality assets.Short View - 2 min read
2020: Risks, Opportunities & Predictions (Part 1/2)
In Part 1 of our 2-part series, Barings' investment professionals touch on topics from politics to trade wars to economic growth—and offer their perspectives on why EM currencies, international equities and EM local debt might outperform in 2020.Podcast - 43 min listen
2020: The Road Ahead
From fixed income and equities to real estate and alternatives, Barings' teams share their predictions for 2020 and views on where the biggest risks and most compelling opportunities may lie.Outlook - 15 min read
2020: Risks, Opportunities & Predictions (Part 2/2)
Where can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings' leaders across high yield and investment grade credit, private credit, private equity and real estate.Podcast - 39 min listen
2020: Bold Predictions
Will 2020 bring with it the democratization of private equity? A wave of downgrades from investment grade to high yield? Barings' experts share their bold predictions for the year ahead.Video - 2 min watch
2020: Compelling Opportunities
Barings' experts across real estate, private equity and fixed income discuss where they expect to see compelling opportunities in the year ahead.Video - 2 min watch
Seeking Big Opportunities in Small Companies
As Europe finds itself in a climate of lackluster growth and political volatility, with an equity market that has been on an unprecedented 10-year bull run, investors are searching for pockets of value. A long-term allocation to small-cap equities is one potential solution.Short View - 4 min read