Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
Economic Outlook
The economic recovery looks set to continue as we shift focus to 2022, with ongoing support from government spending, business investment, and household demand. But the risks on the horizon include tangled supply chains, lingering price pressures, and further surges of COVID-19.
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Public Fixed Income
Public & Private Credit Market Roundtable
In this roundtable discussion, our credit market experts across public and private markets offer their views on everything from inflation and the direction of interest rates, to where they’re seeing pockets of value.
Conversations - 7 min read
Public Equities
Metaverse & the Disruption of the Internet
The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?
Insights - 9 min read
Public Fixed Income
2022 Public & Private Credit Market Outlook
Barings' credit market experts weigh in on the future prospects for asset classes ranging from high yield and emerging markets debt to CLOs and private credit. From interest rates and inflation, to supply chains and COVID, the group discusses the risks and opportunities ahead.
Podcast - 47 min listen
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.
Private Credit
The Next Generation of Business Development Companies
Jon Bock, CFO of Barings BDC, describes the transformational development of BDCs as an asset class, explains the trends driving M&A in the space and sheds light on why the asset class continues to garner increased attention from investors.
Podcast - 29 min listen
Private Credit
Making BDCs More Investor-Friendly
Read Institutional Investor Magazine’s take on how Jonathan Bock and the Barings’ team are aiming to make the BDC asset class more investor-friendly by focusing on alignment and structuring innovative M&A transactions.
Article - 4 min read
Public Equities
Uncovering Growth & Innovation in Germany's Hidden Champions
Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.
Insights - 5 min read
Public Fixed Income
CLOs: Supply/Demand Dynamics Driving Opportunities
As heavy supply creates bottlenecks for investors and dealers, refinancing and reset transactions continue to look attractive, particularly BB tranches.
Short View - 4 min read
Public Fixed Income
From Rates, to Growth, to China: What’s Next for EM Debt?
While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt.
Short View - 4 min read
Public Fixed Income
High Yield: Still Strong, Despite Market Jitters
Bouts of short-term volatility are almost a given going forward—but in our view, much of the recent market concern overlooks how strong the average high yield company is today.
Short View - 4 min read
Public Fixed Income
Measuring a Country’s Carbon Emissions: A Debate with High Stakes
Why some metrics are more accurate, more equitable, and more efficient than others.
Insights - 11 min read
Private Credit
European Private Credit: Winner Takes All?
Mark Wilton, a portfolio manager in Barings’ Global Private Finance Group, describes the competitive backdrop in European private credit, including what's driving manager outperformance and access to deal flow, as well the ever-increasing focus on ESG.
Podcast - 39 min listenWe 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.