Viewpoints

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

Private Credit

Private Credit: What CIOs are Watching Today

Barings’ Jon Bock hosts a cinema-themed roundtable discussion with leading CIOs and investors in the private credit markets covering the asset class’ recent performance, the current challenges facing LPs and GPs, and how to prepare for what’s next.

Listen

Real Estate

Can Residential Fill the Retail Investment Gap?

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 how these trends will drive opportunities through 2021 and beyond.

Insights - 8 min read

Real Estate

Spring Is Here

With vaccinations making steady progress, the near-term outlook for the U.S. economy is as bright as it’s been in three decades. However, risks remain—and the recovery will be uneven across and within markets and sectors. The Barings Real Estate team weighs in.

Insights - 11 min read

Public Fixed Income

From Diversification to ESG: The Evolving Opportunity in ABS

Asset-backed securities can offer a number of benefits as part of a broader fixed income mandate—particularly given the strong structural protections, diversification benefits and advancements in ESG.

Insights - 8 min read

Public Fixed Income

CLOs: What's Driving the Opportunity Today?

Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward.

Podcast - 36 min listen

Public 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.

Short View - 3 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.

Learn More

Public 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

Public 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

Public 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

Private Credit

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

Private Credit

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

Public 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

Public 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

Public 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

Real Estate

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

Public 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

Real Estate

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

Private Credit

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

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