Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
2021 Outlook: The Uneven Recovery
The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.
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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
Alternatives
Value-Add Beyond the Pandemic
The shock provided by the global pandemic has roiled real estate markets around the world—which means that the quality and location of properties has never been more important.
Insights - 6 min read
Alternatives
U.S. Real Estate Research Quarterly
Although the U.S. economy bounced back sharply in the third quarter, the near-term path for the economy and real estate markets remains highly dependent on progress toward a medical solution to COVID and the degree of further lockdowns. The Barings Real Estate team weighs in.
Insights - 11 min read
Alternatives
European Real Estate Research Quarterly
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
Insights - 8 min read
Alternatives
Real Estate Debt: Europe’s Developing Opportunity
Barings Real Estate’s Sam Mellor describes the trends underpinning the structural growth of real estate debt in Europe, and compares and contrasts the asset class with other public and private fixed income alternatives.
Podcast - 34 min listen
Equities
Why Tech Bubble Fears are Overdone
The tech sector’s impressive performance and increasing concentration in indexes has led to concerns of expensive valuations—with some fearing that we could be in bubble territory. In our view, such worries are not justified, and we believe tech’s outlook remains healthy.
Insights - 5 min read
Fixed Income
High Yield: Halfway There?
The shock was the story in the first quarter, the stimulus was the story in the second—but we’re decidedly not yet in the post-COVID era, and the path to economic recovery remains unclear. What does that mean for high yield?
Short View - 4 min read
Fixed Income
High Yield: Bridging the Gap to a Post-COVID World
What lies ahead for high yield markets? Head of Global Public Fixed Income, Martin Horne weighs in on what the bifurcated asset price recovery, record issuance levels and falling default expectations imply for high yield markets in the months ahead.
Podcast - 34 min listen
Alternatives
Investible Trends in Real Estate for 2021 and Beyond
A Barings 360 Webinar on Real Estate Equity
Webinar - 62 min watch
Fixed Income
Post-COVID European Private Credit: A Higher Quality Market?
On the back of COVID, transactions in the European middle market are showing decreased leverage levels, stronger documentation and improvements in pricing—suggesting a rebasing of the market from where it has been for the past several years.
Insights - 7 min read
Equities
Emerging Markets Equity: Evolving and Transforming
From leading technologies, shifting consumption patterns, evolving business models to ESG—there are a number of factors shaping the opportunity in EM equities. Join Barings’ EM Equities team as they unpack the structural trends shaping this landscape and discuss the opportunities they expect to see going forward.
Webinar - 36 min watch
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