Read, watch and listen to the latest insights from our global investment teams.
Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation. They explain why ESG factors are so critical to sustaining long-term growth and performance in these markets.Listen
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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.Podcast - 62 min listen
Internet 3.0 and the Next Wave of Innovation
While Internet 3.0 promises significant disruption, it seems to be more of an evolution of Internet 2.0—and anyone writing off the winners of the Internet 2.0 era should be wary.Insights - 7 min read
Global Resources: Poised for Long-Term Growth?
From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.Short View - 2 min read
ESG in High Yield: Three Challenges Facing Managers Today
High yield portfolio manager, Gareth Hall, provides insight into three ESG challenges facing high yield managers today—from influencing company behavior as debt holders, to measuring carbon emissions and advocating for their reduction, to solving for data limitations.Podcast - 32 min listen
From Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.Insights - 14 min read
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
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
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
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
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
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
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
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
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
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