Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
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.
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Fixed Income
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
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
Emerging Markets Debt: Navigating A Shifting Landscape
Emerging Markets are rife with opportunity, but managing risks is critical.
Streaming Income Podcast
Our latest insights on markets from High Yield and Emerging Markets to Real Estate and Alternatives
The Barings Investment Institute
Join us as we explore the economic, political and technological forces that shape long-term investment and capital decisions.
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
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
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
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
Fixed Income
Private Credit: How Healthy is Today's Middle Market?
Barings’ Jon Bock weighs in on the current dynamics driving today’s private credit markets from deal activity, to leverage metrics, to spread levels, and discusses the pro’s and con’s of investment structures from public and private BDCs to commingled funds.
Podcast - 43 min listen
Fixed Income
How Healthy is Today's Private Credit Market?
Barings’ Jon Bock weighs in on the dynamics shaping private credit today—from deal activity, to leverage metrics, to spread levels—and discusses how investors can access the opportunity.
Conversations - 6 min read
Fixed Income
Three Reasons Loans May Be Poised for Strong Performance
It’s not as simple as ‘when rates rise buy loans; when rates fall buy bonds.’ Indeed, a combination of several factors has set the stage for loans to potentially deliver attractive total returns going forward.
Insights - 6 min readWe use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.