Nos points de vue
Notre opinion sur l’actualité et les perspectives de marché
- Type de media
- All Media Types
- Focus Investissement
- Obligations taux fixe
- Gestion alternative
- Macroeconomic & Geopolitical
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.Podcast - 40 min ecouter
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.Conversations - 9 min lire
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.Podcast - 43 min ecouter
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.Insights - 11 min lire
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.Insights - 8 min lire
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.Podcast - 34 min ecouter
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.Vue rapide - 4 min lire
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.Insights - 7 min lire
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.Article - 3 min lire
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.Webinar - 36 min voir
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.Podcast - 36 min ecouter
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.Insights - 10 min lire
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.Insights - 9 min lire
Can EM Issuers Pay Their Debt—And Will They?
Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.Podcast - 34 min ecouter
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.Insights - 7 min lire
En utilisant notre site web Barings.com, vous acceptez (1) que nous pouvons utiliser certains cookies sur votre appareil ainsi que d'autres outils de suivi en ligne comme expliqué dans nos Termes et Conditions et Confidentialité du site et (2) vous acceptez les Termes et Conditions.