Stratégies d’investissement

Points de vue Relatifs

• 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.

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• 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.

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• 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.

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• 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.

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• EM Debt: Fundamentals Back to the Forefront

  The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies.

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• ESG: Managing Climate Risk in EM Corporate Debt Portfolios

  EM companies are making strides when it comes to capturing and disclosing climate risks, but there is work still to be done. Encouragingly, investors and managers are often able to go a few steps further to fill the gaps.

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• ESG Innovations in Private Credit

  Aaron Gillespie, portfolio manager in Barings Global Private Finance group sheds light on the evolving landscape for analyzing and incorporating ESG factors into private credit investing, including recent innovations like sustainability-linked loan agreements.

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• CLOs: The Proof is in the Process

  In this Q&A, Adrienne Butler discusses Barings’ longstanding presence in the CLO market and shares her views on what it takes to navigate the often-misunderstood asset class.

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• Three Factors Shaping the Opportunity in Asian Equities

  Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.

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• EM Debt: How ESG & Economics Are Shaping the Outlook

  Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation.

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• Internet 3.0 and the Next Wave of Innovation

  While Internet 3.0 promises significant disruption, it seems to be more of an evolution of Internet 2.0—and anyone writing off the winners of the Internet 2.0 era should be wary.

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• Global Resources: Poised for Long-Term Growth?

  From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.

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• ESG in High Yield: Three Challenges Facing Managers Today

  High yield portfolio manager, Gareth Hall, provides insight into three ESG challenges facing high yield managers today—from influencing company behavior as debt holders, to measuring carbon emissions and advocating for their reduction, to solving for data limitations.

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• From Diets to Tech: The Opportunity in Sustainable Agriculture

  A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.

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• ESG in Asia: Accelerating Momentum

  The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.

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• Private Credit: What CIOs are Watching Today

  Barings’ Jon Bock hosts a cinema-themed roundtable discussion with leading CIOs and investors in the private credit markets covering the asset class’ recent performance, the current challenges facing LPs and GPs, and how to prepare for what’s next.

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• Can Residential Fill the Retail Investment Gap?

  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 how these trends will drive opportunities through 2021 and beyond.

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• Spring Is Here

  With vaccinations making steady progress, the near-term outlook for the U.S. economy is as bright as it’s been in three decades. However, risks remain—and the recovery will be uneven across and within markets and sectors. The Barings Real Estate team weighs in.

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• From Diversification to ESG: The Evolving Opportunity in ABS

  Asset-backed securities can offer a number of benefits as part of a broader fixed income mandate—particularly given the strong structural protections, diversification benefits and advancements in ESG.

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• CLOs: What's Driving the Opportunity Today?

  Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward.

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• Why Now May Be a Good Time to Consider CLOs

  A wave of refinancings has tested the CLO market’s capacity, but it has also created relative value opportunities up and down the capital structure—particularly in seasoned, BB deals.

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• Has EM Debt Reached a Turning Point?

  There are reasons to believe EM growth will surprise to the upside in the coming months, suggesting the asset class may be poised for strong performance.

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• From Rising Rates to Rising Stars: What’s Ahead for IG Credit?

  Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.

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• Is High Yield in a Sweet Spot?

  High yield continues to benefit from supportive tailwinds—from an improving default picture to lower sensitivity to rising rates—and may be poised for strong performance as the recovery takes hold.

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• Riding the Refinancing Wave

  Private credit has fared well during this crisis, but the real test may come at the back end, say Barings’ head of private assets Eric Lloyd and CFO of Barings BDC Jon Bock.

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• ESG: Three Challenges High Yield Managers are Tackling Today

  From influencing company behavior to seeking better data disclosure, high yield managers are pushing the envelope when it comes to ESG.

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• U.S. Real Estate: Why the Life Sciences Market is Flourishing

  The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.

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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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• 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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• Why the Distressed Debt Opportunity Looks Different This Cycle

  A surge in defaults and distressed opportunities seemed likely when COVID struck—but stimulus measures and creative financing solutions have reshaped both the opportunity set and the timing.

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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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• 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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• 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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• 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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• Avantages d’une gestion active de dettes émergentes

  Ricardo Adroguè, aborde dans cet article la question des risques qui pèsent sur l’économie mondiale, et en particulier dans des pays ou régions tels que la Chine, le MoyenOrient et I'Argentine, et il explique pourquoi une gestion active estessentielle au maintien de la performance d’un portefeuille.

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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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• Dette émergente : Comment gérer au mieux l'actualité géopolitique

  Du Moyen-Orient à la Chine, en passant par l'Argentine, ce ne sont ni les risques géopolitiques, ni les mauvaises nouvelles qui manquent pour les investisseurs. Est-il possible malgré tout de trouver de la valeur sur les marchés émergents?

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• Dette des marchés émergents : une position (en devise) forte

  La performance de l’ensemble des classes d’actifs de la dette des marchés émergents (EMD) a été mitigée au troisième trimestre alors qu’un certain nombre de risques géopolitiques continuaient de se faire sentir sur l’ensemble des marchés émergents.

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• Le haut rendement: un potentiel de valeur relative à saisir

  En dépit de la montée des risques géopolitiques, les marchés à haut rendement ont produit des résultats globalement positifs au troisième trimestre, renforçant ce qui a été jusqu’à présent une bonne année pour la classe d’actifs dans son ensemble.

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• Haut rendement : taux, récessions et valeur relative

  Bien que les risques ne manquent pas sur les marchés du haut rendement à l'heure actuelle, qu'il s'agisse des facteurs ESG ou de la fin du cycle du crédit, Martin Horne de chez Barings explique comment une approche à contre-courant peut permettre aux investisseurs de découvrir des niches de valeur.

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• Dette souveraine émergente: la gestion active est-elle payante?

  Dans ce document, Cem Karacadag, Responsable de la dette émergente souveraine chez Barings, nous explique comment une approche active peut permettre de sélectionner les opportunités les plus attrayantes tout en évitant les mauvaises surprises.

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• Immobilier européen: valeur en fin de cycle de Manchester à Munich

  Peut-on encore trouver (ou créer) de la valeur dix ans après le début du cycle du marché immobilier européen? Et si oui, quels secteurs, zones géographiques et profils de risque semblent les plus convaincants? Charles Weeks de Barings intervient.

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• Immobilier européen: Sa valeur, ville par ville

  Dans cet entretien, Charles Weeks, évoque la situation des marchés immobiliers européens, où son équipe voit le plus de potentiel de plusvalue par secteur et par région, et explique pourquoi cette équipe a adopté sur tous les fronts une approche active dans l’ensemble de ses stratégies et modes d’investissement.

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• Distressed Debt: Comment le cycle actuel pourrait s’avérer être différent

  Stuart Mathieson et Bryan High de chez Barings font le point sur les perspectives des dettes de sociétés en difficulté et examinent les conséquences de la forte croissance du crédit privé et du haut rendement européen depuis le dernier cycle.

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• Petites entreprises européennes : Une opportunité de croissance continue

  Nick Williams, explique pourquoi une approche active et une sélection bottom-up rigoureuse des titres sont essentielles pour identifier des entreprises de qualité.

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• Crédit structuré : les spreads AAA ont tendance à baisser en raison du resserrement des prix des tranches

  Avec le resserrement des écarts et la syndication réussie des tranches AAA par les gestionnaires, les CLO ont gagné du terrain au deuxième trimestre.

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• Dette des marchés émergents : Optimisme prudent

  Les classes d'actifs d'EMD, en particulier les monnaies locales, ont connu une forte hausse au deuxième trimestre, sous l'impulsion des mesures de stimulation de la banque centrale et des prévisions favorables de la politique monétaire.

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• Haut rendement : De bons rendements, mais l'incertitude demeure

  Dans la foulée des bons résultats du deuxième trimestre, les obligations et prêts mondiaux à haut rendement continuent d'offrir aux investisseurs des opportunités intéressantes de rendement ajusté au risque.

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• Crédit investment grade : Rester attentif dans un contexte d'incertitude

  Malgré des fondamentaux solides pour les entreprises et une Fed accommodante, les gros titres macroéconomiques ont élargi les spreads de qualité supérieure au deuxième trimestre.

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• Quatre raisons pour lesquelles les garanties sont importantes en ce moment

  Martin Horne, explique quatre raisons pour lesquelles les obligations senior garanties mondiales pourraient constituer une option intéressante en cas de défaut de paiement, alors que nous nous trouvons en fin d’un long cycle du crédit.

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• Dette des Marchés Emergents: Pays qui dominent l’actualité

  Alors que les marchés émergents continuent de dominer l’actualité internationale, Ricardo Adrogué de chez Barings fait le point sur les tensions commerciales avec la Chine, l’évolution de la situation politique au Venezuela et les raisons de sa forte conviction à l’égard du Mexique.

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• Actions marchés émergents global : Où en sommes-nous ?

  Dans ce Questions/Réponses, William Palmer et Michael Levy, co-directeurs de l’équipe Actions Marchés Émergents et Marchés Frontières, se penchent sur leur façon de se positionner sur cette classe d'actifs, les tendances actuelles et les raisons pour lesquelles les récents facteurs défavorables pourraient devenir favorables.

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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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• Haut Rendement : Repérer de la valeur alors que le sentiment évolue

  Dans ce Questions/Réponses, David Mihalick, Directeur des Investissements à Haut Rendement Américains chez Barings, se penche sur les fluctuations du sentiment des investisseurs que les marchés à haut rendement ont connues ces deux derniers trimestres, et explique où l'équipe de Barings trouve actuellement de la valeur.

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• Les actions allemandes offrent des opportunités pour faire face aux facteurs défavorables

  Dans ce Questions/Réponses, Rob Smith, partage son point de vue sur la manière dont les actions allemandes sont positionnées pour faire face aux différents facteurs défavorables et précise les secteurs qui sont susceptibles de générer la croissance future selon l'équipe.

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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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• 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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• 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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