Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
An Underappreciated Subset of High Yield
For investors willing to surrender a nominal amount of yield in favor of greater protection given a default, global senior secured bonds can be an attractive option in a recessionary environment.
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Macro & Geopolitical
The Bright Spots in Europe’s Future
Christopher Smart, Head of Macroeconomic & Geopolitical Research, identifies a few reasons why Europe’s economic future is not as bleak as it may seem.
Leading Thoughts - 3 min read
Fixed Income
High Yield: Five Takeaways for the Months Ahead
From trade wars and Brexit to central bank posturing and recessions, there is no shortage of risks facing today’s markets. As we consider high yield in the context of this turbulent environment, there are five takeaways we think are worth considering in the months ahead.
Insights - 9 min read
Macro & Geopolitical
Why Investors Should Re-Read the State of the Union
Christopher Smart, Head of Macroeconomic & Geopolitical Research, provides insight into what the political climate in Washington, D.C.–including the recent State of the Union speech and growing field of Democratic hopefuls–means for the future trajectory of economic policy.
Leading Thoughts - 3 min read
Macro & Geopolitical
Ten Crucial Trajectories
From Donald Trump to Nancy Pelosi and more, Christopher Smart, Head of Macroeconomic & Geopolitical Research, shares his thoughts on who and what to watch in the months ahead.
Leading Thoughts - 5 min read
Macro & Geopolitical
Is the Global Economy Really at a Tipping Point?
Christopher Smart, Head of Macroeconomic & Geopolitical Research, believes it's important to keep today's market risks in proper perspective.
Leading Thoughts - 3 min read
Macro & Geopolitical
Political Gridlock Hardly Means Market Calm
With the midterms behind us, conventional wisdom is that political gridlock will allow investors to refocus firmly on fundamentals. Not so fast.
Leading Thoughts - 4 min read
Equities
Turkey: Where From Here?
On the back of developments in recent months, Barings’ Emerging Europe equities team takes a look at how Turkey is positioned.
Insights - 4 min read
Macro & Geopolitical
Pockets of Possible Progress: Washington After the Midterms
Christopher Smart, Head of Macroeconomic & Geopolitical Research, believes Washington might just deliver some small surprises next year.
Leading Thoughts - 5 min read
Fixed Income
Navigating Risks in Today’s High Yield Markets
In this Q&A, Barings’ Head of Global High Yield, Martin Horne, discusses how the Barings team is navigating some of the major risks—from a trade war and Brexit negotiations to rising rates and a maturing credit cycle—present in the markets today.
Conversations - 8 min read
Fixed Income
Making Sense of Today's EM Debt Environment
Dr. Ricardo Adrogue, Head of Barings' Emerging Markets Debt Group, discusses risks and opportunities in today's dynamic landscape - and how investors can seek to navigate it.
Conversations - 5 min read
Equities
Why the German Equity Market is About More Than Autos
In this Q&A, Rob Smith, manager of the Barings German Growth Trust, shares his thoughts on how German equities are placed amid potential headwinds that include trade disputes with the U.S., Brexit and continued pressure on the autos sector.
Conversations - 7 min read
Fixed Income
How Diversified Is Your Emerging Markets Debt Strategy?
There may be significant benefits to using a blended approach to this asset class
Insights - 5 min read
Equities
Why Recent Weakness in EM Equities Presents an Opportunity
In this commentary, which appears in September’s edition of IPE, William Palmer and Michael Levy explain why they believe the factors that have contributed to the weak share price performance are temporary in nature, and growth prospects for the asset class remain attractive.
Article - 4 min read
