Viewpoints

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

Fixed Income

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.

Read

Fixed Income

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.

Short View - 4 min read

Fixed Income

European Private Credit: Positive Momentum

Barings' Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months.

Podcast - 31 min listen

Fixed Income

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.

Short View - 4 min read

Fixed Income

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.

Insights - 7 min read

Fixed Income

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.

Article - 6 min read

Fixed Income

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.

Insights - 7 min read

Fixed Income

High Yield: Finding Opportunity in the Uneven Recovery

In this webinar, Barings' high yield portfolio managers share their latest market views and discuss where they expect to see opportunities going forward.

Webinar - 46 min watch

Equities

ESG in Equities: Identifying Winners in the Energy Transition

Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.

Insights - 5 min read

Alternatives

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.

Podcast - 41 min listen

Fixed Income

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.

Insights - 11 min read

Fixed Income

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’.

Short View - 4 min read

Fixed Income

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.

Insights - 6 min read

Fixed Income

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.

Short View - 4 min read

Fixed Income

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.

Short View - 3 min read

Fixed Income

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.

Short View - 4 min read

Fixed Income

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.

Podcast - 35 min listen

Macroeconomic & Geopolitical

What Robinhood and Bitcoin Reveal About the Future of Technology

The efforts of the disenfranchised to adopt new technologies that democratize access may look chaotic, but they represent an important driver for still further innovation.

Research Note - 5 min read

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