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.

Watch

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

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

Public Fixed Income

Investing Through Climate Risk

Across every asset class, investors are facing the reality and urgency of climate change and its associated risks.

Webinar - 53 min watch

Private Credit

Successfully Deploying Private Debt: The Secret is in the Source

The method used to source private debt can greatly impact risk and return. John McNichols and James Moore examine how origination strategies can supplement syndicated market returns.

Webinar - 46 min watch

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

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.

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2022 Public & Private Credit Market Outlook

As the global economy continues its climb back from the depths of the pandemic, credit investors have no shortage of uncertainties to consider.

Webinar - 62 min watch

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

Has the Retail Sugar Hit Passed?

In the third quarter, European real estate investment broadly recovered to pre-pandemic levels. The Barings Real Estate team weighs in.

Insights - 8 min read

Recovery Gathers Further Momentum

The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.

Insights - 10 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

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

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 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

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

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