Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
U.S. Loans: Challenged Market or Veiled Opportunity?
With loan and bond yields currently comparable, we believe—in a somewhat contrarian view to what’s happening in the market—there is a good argument for investing in loans, particularly in the U.S., where the economy appears to be marginally stronger than in Europe.
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Fixed Income
Distressed Debt: How This Cycle May Be Different
Barings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the significant growth in private credit and European high yield since the last cycle.
Podcast - 23 min listen
Alternatives
Views from the LPAC
Barings has held hundreds of LPAC seats over the past 25+ years investing across private markets—mitigating conflicts of interests, and suggesting best practices to GPs and LPs. As the landscape has evolved, we’ve seen several trends arise—and offer the following insights.
Insights - 8 min read
Equities
European Smaller Companies: An Evergreen Growth Opportunity
In this Q&A, Nick Williams, Barings’ Head of Small Cap Equities, discusses the opportunities his team is seeing in the current environment, and explains why an active approach, combined with rigorous, bottom-up stock selection, is key to identifying high-quality companies.
Conversations - 7 min read
Fixed Income
Fixed Income: Upending the Conventional Approach
Michael Freno, Head of Global Markets, shares his view on where value can still be found in fixed income, despite the uncertain current environment—and why investors may need to look beyond traditional indexes in high yield, investment grade and emerging markets debt.
Conversations - 7 min read
Alternatives
Private Equity: Where LPs Need to Do Their Homework Now
From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
Podcast - 26 min listen
Fixed Income
High Yield: Strong Performance, But Uncertainty Remains
On the heels of strong Q2 performance, global high yield bonds and loans continue to provide attractive risk-adjusted return opportunities for investors—particularly those with the flexibility to look beyond the traditional indexes.
Outlook - 2 min read
Fixed Income
Structured Credit: AAA Spreads Trend Lower as Tranches Price Tighter
As spreads tightened and managers successfully syndicated AAA tranches, CLOs gained positive traction in the second quarter.
Outlook - 2 min read
Fixed Income
IG Credit: Staying Observant in a Landscape of Uncertainty
Despite healthy corporate fundamentals and a dovish Fed, negative macro headlines pushed high grade spreads wider in the second quarter.
Outlook - 2 min read
Fixed Income
EM Debt: Cautious Optimism
EMD asset classes—particularly local currencies—came out of the gate strong in the second quarter, driven by central bank stimuli and favorable monetary policy expectations.
Outlook - 3 min read
Fixed Income
Fixed Income: Looking Beyond the Index for Late-Cycle Value
Head of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, investment grade credit and emerging markets debt.
Podcast - 28 min listen
Fixed Income
Four Reasons Security Matters Right Now
Amid the late stages of an elongated credit cycle, Martin Horne, Barings’ Head of Global High Yield, discusses four reasons why global senior secured bonds—a lesser known and perhaps underappreciated subset of high yield—could be an attractive option in the event of defaults.
Article - 3 min read
Fixed Income
Assessing the Countries Making Headlines Across EM Debt
As emerging markets continue to dominate world news, Barings’ Ricardo Adrogué weighs in on the trade frictions with China, Venezuela’s evolving status as a political hotspot, and why he has high conviction in Mexico.
Article - 2 min read
Equities
Investing in China: Tapping into Long-Term Opportunities
Ghadir Cooper, Global Head of Equities, recently joined a round table with Pensions & Investments to discuss the opportunity set in China. Despite slowed growth and trade concerns, she believes there are several reasons why investors should remain optimistic.
Article - 14 min read
Fixed Income
Where the Dry Powder Goes Next
Stuart Mathieson and Bryan High, portfolio managers for the Global Special Situations strategy, discuss the outlook for distressed debt investing—and explain how they’re finding opportunities throughout the cycle.
Article - 4 min read
Alternatives
Highlights from the Barings 360 Private Markets Conference
Watch Barings CEO, Tom Finke, and other senior leaders discuss their key takeaways from the firm's signature private assets event.
Video - 2 min watchWe 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.