Viewpoints

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

Macroeconomic & Geopolitical

Economic Outlook

The economic recovery looks set to continue as we shift focus to 2022, with ongoing support from government spending, business investment, and household demand. But the risks on the horizon include tangled supply chains, lingering price pressures, and further surges of COVID-19.

Watch

Macroeconomic & Geopolitical

2022 Economic Outlook

Barings experts across public and private markets explore the outlook for the year ahead from both the "top-down" and "bottom-up," and weigh in on the key trends likely to shape opportunities in 2022 and beyond.

Podcast - 45 min listen

2022 Public & Private Credit Market Outlook

As the global economy continues its climb back from the depths of the pandemic, credit investors have no shortage of uncertainties to consider.

Webinar - 62 min watch

Public Fixed Income

EM Debt: Navigating the Noise

Possible U.S. rate hikes, Omicron, and China are causes for concern, but select opportunities exist across sovereign, corporate and local debt.

Insights - 6 min read

Public Fixed Income

High Yield on Solid Footing Despite Omicron, Inflation & Hawkish Fed

The emergence of a new COVID-19 variant and the prospect of higher interest rates have not eroded high yield’s solid fundamental backdrop.

Short View - 4 min read

Public Fixed Income

CLOs: A Safe Haven Amid Rising Rates?

CLOs offer a number of potential benefits in a rising rate environment, with BB and equity tranches offering particular value.

Short View - 4 min read

Public Fixed Income

From Rates & Inflation to ESG: What’s Next for IG Credit?

Despite heightened risks, IG corporate bonds remain supported by an improving economy and robust corporate fundamentals.

Short View - 3 min read

Macroeconomic & Geopolitical

Climate Change Roundtable

Investors everywhere are facing the reality and urgency of climate change. Our experts discuss where they’re seeing the most material effects across public and private markets today—and what they’re anticipating going forward.

Insights - 9 min read

Macroeconomic & Geopolitical

Economic Outlook Roundtable

The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the "top-down" and "bottom-up.”

Conversations - 9 min read

Macroeconomic & Geopolitical

2022 Outlook Series: Investing Through Climate Risk

Climate change is already having material impacts on public and private asset classes across developed and emerging markets. A cross-asset panel of Barings investors discuss strategies for both mitigating risks and investing in the companies and assets that may thrive tomorrow.

Podcast - 40 min listen

Public Fixed Income

Investing Through Climate Risk

Across every asset class, investors are facing the reality and urgency of climate change and its associated risks.

Webinar - 53 min watch

Public Equities

Metaverse & the Disruption of the Internet

The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?

Insights - 9 min read

Public Fixed Income

Public & Private Credit Market Roundtable

In this roundtable discussion, our credit market experts across public and private markets offer their views on everything from inflation and the direction of interest rates, to where they’re seeing pockets of value.

Conversations - 7 min read

Public Fixed Income

2022 Public & Private Credit Market Outlook

Barings' credit market experts weigh in on the future prospects for asset classes ranging from high yield and emerging markets debt to CLOs and private credit. From interest rates and inflation, to supply chains and COVID, the group discusses the risks and opportunities ahead.

Podcast - 47 min listen

Public Fixed Income

EM Debt: Why Passive Strategies Often Miss the Mark

When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities.

Insights - 5 min read

Has the Retail Sugar Hit Passed?

In the third quarter, European real estate investment broadly recovered to pre-pandemic levels. The Barings Real Estate team weighs in.

Insights - 8 min read

Recovery Gathers Further Momentum

The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.

Insights - 10 min read

Private Credit

The Next Generation of Business Development Companies

Jon Bock, CFO of Barings BDC, describes the transformational development of BDCs as an asset class, explains the trends driving M&A in the space and sheds light on why the asset class continues to garner increased attention from investors.

Podcast - 29 min listen

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