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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Macroeconomic & Geopolitical
Economic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the "top-down" and "bottom-up.”
Conversations - 9 min read
Macroeconomic & Geopolitical
2022 Outlook Series: Investing Through Climate Risk
Climate change is already having material impacts on public and private asset classes across developed and emerging markets. A cross-asset panel of Barings investors discuss strategies for both mitigating risks and investing in the companies and assets that may thrive tomorrow.
Podcast - 40 min listen
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
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 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
Public Fixed Income
EM Debt: Why Passive Strategies Often Miss the Mark
When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities.
Insights - 5 min read
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
Three Trends Driving Today’s European Private Credit Market
Incumbency, a laser focus on risk mitigation, and a unique approach to ESG are critical in this “winner-takes-all” environment.
Short View - 5 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
IG Credit: Higher Rates on the Horizon
With rate hikes potentially on the horizon, and spreads fairly tight, there may be benefits to a multi credit strategy that looks beyond traditional IG corporate credit—to areas such as EM corporate debt and CLOs.
Short View - 3 min read
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