Viewpoints

For global real estate markets, 2026 demands active selection and granular analysis. In this roundtable, Barings and Artemis experts from the U.S., Europe, and Asia Pacific share insights on sector trends and explore where risks and opportunities are emerging across regions.

Despite policy shifts and global uncertainty, markets remain in a ‘Goldilocks’ state—resilient growth without recession. Major asset classes continued to perform well, while AI-driven investment and structural megatrends signal opportunity.

In Pensions & Investments recent industry intel report, Dadong Yan explores how portfolio finance is opening new pathways for stability, diversification and yield in today’s uncertain environment.

Private markets are innovating fast, opening new paths to diversification, income, and downside protection beyond traditional equities and bonds.

Asset-based finance (ABF) is a broad and expansive market that can serve as a complement to traditional private credit. Jim Moore, Head of Private Placements and ABF, shares his views on how to define ABF, who is investing in it, and what makes it attractive.

A short-duration allocation to emerging market (EM) corporate debt offers the potential for attractive carry, incremental yield and portfolio diversification—while reducing interest rate sensitivity and preserving flexibility to reposition as monetary conditions evolve.

Tight spreads meet elevated all‑in yields as policy uncertainty, AI capex, and uneven growth set the stage. We see selective opportunities across High Yield, CLOs, Investment Grade Credit, and Emerging Markets Debt—with 2026 shaping up as a year for rigorous credit picking.

Direct lending isn’t fading—it’s evolving. In this Q&A, Orla Walsh shares her insights on growth, competition, and what disciplined managers need to know as the market matures.

Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations that Barings' clients, investment teams and industry thought leaders engaged in during the event.