Viewpoints

EM Debt: Fundamentals Back to the Forefront

The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies.

Three Factors Shaping the Opportunity in Asian Equities

Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.

Article - 3 min read

Asian Equities: A Positive Outlook

The outlook for Asian equities remains positive, supported by an improving global economic backdrop and structural growth tailwinds.

Short View - 3 min read

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

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.

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Barings Global High Yield Bond Fund

INCOME POTENTIAL REVEALED: Capturing Attractive Global Income Opportunities

A Flourishing Income Opportunity In High Yield

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Update: High Yield & Senior Secured Bonds

Barings’ Global High Yield team provides a brief update on high yield and senior secured bonds, discussing how factors like rising rates and inflation could impact the markets going forward.

Short View - 3 min read

ASEAN Equities: “Opportunities in Every Crisis”

SooHai Lim discusses the dynamics shaping ASEAN equities today, from lessons learned from the pandemic to the structural trends supporting the region.

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

Emerging Markets Equity: Evolving & Transforming

Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.

Insights - 9 min read

Hong Kong China Equities: A Positive Outlook, but Headwinds Remain

While Chinese equities have indeed recovered from the troughs of the pandemic, uncertainties remain—from U.S.-China tensions to the rollout of the vaccine. William Fong discusses the risks and opportunities shaping the space today.

Article - 3 min read

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’.

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.

Conversations - 9 min read

2021 Outlook: The Uneven Recovery

The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.

Structural Trends Supporting Asian Equities

There are a number of supportive structural trends shaping the opportunity in Asian equities, many of which—perhaps counterintuitively—have been amplified by the pandemic and U.S.-China trade tensions.

Insights - 6 min read

High Yield: Halfway There?

The shock was the story in the first quarter, the stimulus was the story in the second—but we’re decidedly not yet in the post-COVID era, and the path to economic recovery remains unclear. What does that mean for high yield?

EMD: A Strong Tailwind, But Risks on the Horizon

Segments of the EM debt market have been bright spots in fixed income this year. Will EMs outperform DMs in the months ahead—or are the risks too great? It may come down to country and credit selection.

High Yield: Near-Term Risks & Opportunities

From COVID to trade tensions to the U.S. presidential election, there are a number of risks on the horizon. But opportunities continue to emerge, particularly in higher-rated credits and senior secured bonds.