Emerging Markets Debt Blended Total Return
- AUM $439 million
(30 June 2019)
- Inception Date 2014
- Benchmark 3M LIBOR + 500bps
- Vehicles Available
- US 40 Act Fund
- Separate Account
The strategy seeks to achieve maximum total return, consistent with preservation of capital and prudent investment management, through high current income generation and, where appropriate, capital appreciation.
Our Value Add
Seasoned emerging markets debt team supported by an extensive platform of proprietary quantitative analysis tools.
- Experienced Team and Extensive Platform: An experienced portfolio management team, proprietary quantitative models and fundamental analysis tools differentiate Barings from its competitors.
- Investment Process: Our investment process includes macroeconomic forecasts and bottom-up security selection. Dynamic instrument selection across the EM debt spectrum is agnostic to how individual asset classes perform.
- Portfolio Construction: Our fundamental bottom-up research, return forecasts and dynamic portfolio construction and monitoring enables us to outperform our peers when macroeconomic fundamentals drive the market.
Emerging Markets Debt: Taking a Hard (Currency) Stance
EMD performance was muted in Q3, but valuations remain attractive and emerging economies are growing at a measured pace. We continue to favor hard currency assets, which are benefitting from lower rate expectations.View
Fixed Income: Upending the Conventional Approach
Michael Freno, Head of Global Markets, shares his view on where value can still be found in fixed income, despite the uncertain current environment—and why investors may need to look beyond traditional indexes in high yield, investment grade and emerging markets debt.View
EM Debt: Investing with Cautious Optimism
Sovereign debt outperformed in Q1 as geopolitical headlines continued to garner attention and commodities rallied. Risks remain for the asset class but some notable headwinds have now become tailwinds.View
EM Debt: Navigating a Shifting Macro Backdrop
After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re currently seeing.View
EM Debt—A Brightening Picture?
Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.View