Viewpoints

Read, watch and listen to the latest insights from our global investment teams.

Public Fixed Income

From Rates, to Growth, to China: What’s Next for EM Debt?

While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt.

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Public Fixed Income

High Yield: Still Strong, Despite Market Jitters

Bouts of short-term volatility are almost a given going forward—but in our view, much of the recent market concern overlooks how strong the average high yield company is today.

Short View - 4 min read

European Real Estate: Finding & Creating Value Today

Portfolio manager, Rory Allan, joins Streaming Income to discuss the health of European real estate markets today, where the team is currently seeing—and creating—the most value, and how ESG considerations are continuing to change the investment landscape.

Podcast - 36 min listen

Public Equities

Uncovering Growth & Innovation in Germany's Hidden Champions

Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.

Insights - 5 min read

Public Fixed Income

IG Credit: Higher Rates on the Horizon

With rate hikes potentially on the horizon, and spreads fairly tight, there may be benefits to a multi credit strategy that looks beyond traditional IG corporate credit—to areas such as EM corporate debt and CLOs.

Short View - 3 min read

Public Fixed Income

CLOs: Supply/Demand Dynamics Driving Opportunities

As heavy supply creates bottlenecks for investors and dealers, refinancing and reset transactions continue to look attractive, particularly BB tranches.

Short View - 4 min read

Public Fixed Income

Measuring a Country’s Carbon Emissions: A Debate with High Stakes

Why some metrics are more accurate, more equitable, and more efficient than others.

Insights - 11 min read

Private Credit

European Private Credit: Winner Takes All?

Mark Wilton, a portfolio manager in Barings’ Global Private Finance Group, describes the competitive backdrop in European private credit, including what's driving manager outperformance and access to deal flow, as well the ever-increasing focus on ESG.

Podcast - 39 min listen

Public Fixed Income

High Yield: Why Fundamentals May Be Stronger Than You Think

Barings’ David Mihalick and Chris Sawyer assess the health of the global high yield bond and loan markets against a backdrop of COVID uncertainty, potentially higher rates and an ever-increasing focus on ESG.

Podcast - 39 min listen

Public Fixed Income

Growing Pains for EM Corporates Amid China's Regulatory Crackdown

Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.

Insights - 8 min read

Keeping Real Estate Portfolios Above Water Amid Rising Sea Levels

As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.

Insights - 6 min read

The Future of Office: From Uncertainty to Opportunity

There are three key drivers that will shape office demand in the recovery ahead—and ultimately determine which assets and markets will be the winners and which will be the losers.

Insights - 6 min read

European Real Estate: To Build or Not to Build?

Higher build costs and longer construction periods pose a potential headwind for profits. But in select markets, developers have the ability to charge a premium rent and potentially exceed required returns.

Insights - 5 min read

Public Equities

Software’s Big Bang

An important transformation is happening in the software industry today, which is likely to see the sector’s growth continue to outpace the rest of the IT industry—and the broader economy—for many years to come.

Insights - 6 min read

Private Credit

How Innovations in Private Credit Are Driving ESG Progress

Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices.

Insights - 7 min read

Public Fixed Income

EM Debt: Assessing the Impact of China’s Crackdowns

Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.

Podcast - 33 min listen

Private Credit

How Innovations in Private Credit Are Driving ESG Progress

Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices.

Insights - 7 min read

Is Real Estate An Effective Inflation Hedge?

Long-term sector structural trends in demographics, technological change and ESG are key to long-term income growth—and therefore capital flows and pricing. The Barings Real Estate team weighs in.

Insights - 10 min read

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