Viewpoints

European CLOs offer resilient, floating-rate credit exposure backed by strong protections and a rapidly maturing market.

ASEAN is emerging as one of the world’s most dynamic growth engines, powered by rising consumption, rapid digitalization and shifting global trade flows. With under researched opportunities across small and mid cap markets, the region offers compelling potential for investors.

Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.

CLOs continue to offer durable carry and structural resilience, supported by steady demand and a generally constructive backdrop. As performance grows more differentiated across issuers and sectors, the case for higher‑quality positioning and selectivity has strengthened.

Europe’s CRE market recovery conditions are in place—a stable interest rate outlook, steady property pricing, improved financing access and positive rental growth prospects. Whether the market recovery gains traction in 2026 will depend on wider geopolitical and economic events.

Partnerships are changing the way asset managers build, scale and deliver solutions. Barings Chairman & CEO Mike Freno breaks down how long-term, aligned partnerships are reshaping everything from origination ecosystems to multi-asset client relationships.

The recovery is supported by solid fundamentals, but structural changes are putting greater emphasis on assets and locations that can benefit from—or remain insulated against—economic shifts and a narrower set of demand drivers.

In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.

High yield enters 2026 on solid footing, but tight valuations, shifting technicals, and a more uneven macro backdrop make selective positioning essential.