Viewpoints

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

Public Fixed Income

Growing Pains for EM Corporates Amid China's Regulatory Crackdown

Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.

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Real Estate

The Future of Office: From Uncertainty to Opportunity

There are three key drivers that will shape office demand in the recovery ahead—and ultimately determine which assets and markets will be the winners and which will be the losers.

Insights - 6 min read

Real Estate

European Real Estate: To Build or Not to Build?

Higher build costs and longer construction periods pose a potential headwind for profits. But in select markets, developers have the ability to charge a premium rent and potentially exceed required returns.

Insights - 5 min read

Public Fixed Income

High Yield: Why Fundamentals May Be Stronger Than You Think

Barings’ David Mihalick and Chris Sawyer assess the health of the global high yield bond and loan markets against a backdrop of COVID uncertainty, potentially higher rates and an ever-increasing focus on ESG.

Podcast - 39 min listen

Real Estate

Keeping Real Estate Portfolios Above Water Amid Rising Sea Levels

As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.

Insights - 6 min read

Public Equities

Software’s Big Bang

An important transformation is happening in the software industry today, which is likely to see the sector’s growth continue to outpace the rest of the IT industry—and the broader economy—for many years to come.

Insights - 6 min read

Built for What’s Next

At Barings Real Estate, we harness the full breadth and depth of our $40+ billion real estate platform to deliver our clients a more complete picture of the opportunities ahead, and the solutions to capitalize on them.

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Private Credit

How Innovations in Private Credit Are Driving ESG Progress

Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices.

Insights - 7 min read

Public Fixed Income

EM Debt: Assessing the Impact of China’s Crackdowns

Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.

Podcast - 33 min listen

Real Estate

Is Real Estate An Effective Inflation Hedge?

Long-term sector structural trends in demographics, technological change and ESG are key to long-term income growth—and therefore capital flows and pricing. The Barings Real Estate team weighs in.

Insights - 10 min read

Real Estate

Uneven Recovery Broadens and Gains Pace

The surge in economic activity is flowing through to the U.S. property markets, albeit unevenly and with its usual lag. The Barings Real Estate team weighs in.

Insights - 11 min read

Real Estate

The More Things Change, the More They Stay the Same

Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.

Insights - 9 min read

Public Equities

ESG in Smaller Companies: An Overlooked Opportunity?

When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.

Insights - 7 min read

Private Equity

Views from the LPAC: Four Trends Shaping Private Equity in 2021

In our 25+ years of investing in private markets, Barings has held hundreds of LPAC seats. Here, we offer insights on the issues and trends currently under debate between LPs and their GPs.

Insights - 10 min read

Public Fixed Income

Three Reasons for EM Corporate Short Duration Debt

While the potential for inflation and rising rates could create a headwind for EM debt, a short duration approach can provide an opportunity to pick up incremental yield and diversification, with less volatility.

Insights - 7 min read

Public Fixed Income

IG Credit: Flexibility is Key

While uncertainty remains around rates and inflation, opportunities continue to emerge across IG credit, including in areas outside of traditional corporate bonds.

Short View - 3 min read

Public Fixed Income

Deja vu for CLOs?

Heavy supply around quarterly payment dates has led to predictable periods of spread widening in the CLO market—creating attractive relative value opportunities up and down the capital structure.

Short View - 3 min read

Public Fixed Income

The Wind Remains at High Yield's Back (For Now)

Accelerating economic growth and improving corporate financial conditions, coupled with a manageable default picture, continue to bolster high yield. But with ongoing uncertainty around inflation and rates, loans in particular may be worth consideration.

Short View - 4 min read

Public Fixed Income

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.

Short View - 4 min read

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