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

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

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 Equities

ESG in Asia: Accelerating Momentum

The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.

Short View - 4 min read

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

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

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.

Learn More

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

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

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

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

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

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

Five Factors Shaping the Global Economy in 2021

From interest rates and inflation to government stimulus and multi-speed recoveries, Dr. Christopher Smart tells us what we know today—and what we still need to find out—about the global economy’s comeback from COVID-19.

Podcast - 31 min listen

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

Public Fixed Income

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.

Podcast - 35 min listen

What Robinhood and Bitcoin Reveal About the Future of Technology

The efforts of the disenfranchised to adopt new technologies that democratize access may look chaotic, but they represent an important driver for still further innovation.

Research Note - 5 min read

Public Equities

Emerging Markets Equity: Evolving & Transforming

Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.

Insights - 9 min read

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