Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
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.
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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
Alternatives
The Structural and Cyclical Case for U.S. Real Estate Debt
While the ongoing disruption from the pandemic will put downward pressure on market fundamentals until the virus is no longer a threat, opportunities will likely emerge across the risk-return spectrum in advance of a recovery in demand and property income.
Insights - 12 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
Equities
Emerging Markets Equity: Evolving and 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
Fixed Income
Private Credit: Boring is (Still) Beautiful
Barings' Ian Fowler discusses the current state of the North American private credit market, including insights into deal activity, pricing, and how the Barings team is investing through the pandemic.
Podcast - 38 min listen
Fixed Income
Four Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
Insights - 11 min read
Alternatives
Winter is Here, But Spring is Coming
With additional fiscal relief and steady progress in vaccinations in the first half of 2021, the U.S. economy should be regaining momentum by the end of Q2, helping to stabilize real estate demand in the second half of the year. The Barings Real Estate team weighs in.
Insights - 11 min read
Alternatives
Are the Most Compelling Post-COVID Opportunities in Offices?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
Insights - 7 min read
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
EM Debt: Where is the Value Today?
Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and fluctuating currencies may influence the picture, and the increasing role that ESG is playing in identifying winners and losers.
Podcast - 35 min listen
Equities
The False Dawn of Big Tech Regulation?
Calls for increased regulation of tech giants have indeed grown—but will they have the desired impact? In our opinion, the focus on "big is bad" is simply ineffective in a digital world.
Insights - 6 min read
Fixed Income
CLOs: Cautious Optimism
Coming off a tumultuous year, CLOs look well-positioned going forward—particularly if the economy continues to heal and rates move higher.
Short View - 3 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
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
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