Investment Strategies
Our expertise across a wide range of strategies drives innovative solutions.
Barings leverages its depth and breadth of expertise across the global fixed income, equity, real estate and alternative asset markets to help our clients achieve their investment goals. Our global presence across traditional and alternative asset classes provides our clients opportunities to earn risk-adjusted returns that may not be available using traditional benchmark-based strategies.
Fixed Income
Barings’ broad capabilities and expertise provide an opportunity to go beyond traditional fixed income strategies and access credit investments spanning the quality, yield and liquidity spectrum.
High Yield
We seek to identify attractive relative-value opportunities across global high yield asset classes.
Structured Credit
As one of the longest-tenured investors in the market, Barings has developed unique capabilities in understanding and identifying opportunities in global structured credit markets.
Private Credit
Our global private credit team leverages four decades of experience and industry relationships to source private debt investments worldwide.
Emerging Markets
Our team of seasoned investment professionals is well positioned to identify value across corporate and sovereign emerging markets.
Investment Grade
We combine deep resources and a disciplined investment approach seeking to produce a track record of outperformance for our clients across a variety of strategies.
Equities
We build high-conviction portfolios based on fundamental, bottom-up research. Our approach emphasizes quality, growth and upside to identify companies with strong growth potential.
Emerging Markets Equities
Our Emerging markets and Frontier strategies aim to deliver long-term capital growth by drawing on our extensive research platform. Led by our experienced team of investment professionals, we seek to build high conviction portfolios in global emerging and frontier markets.
Small Cap Equities
Our team aims to deliver long-term capital growth by investing in small cap companies. We target strong risk-adjusted returns through a disciplined approach to stock selection.
Global Equities
Our Global and International strategies aim to deliver long-term capital growth. We seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform.
Active Quant Equities
Our team aims to deliver superior risk adjusted returns through financial statement analysis and construction of high conviction solutions to meet our clients’ goals.
Alternatives
The Barings Alternative Investments Platform seeks to find differentiated sources of return across private equity, real assets, asset-based investments and real estate.
Real Estate
We offer a wide range of global opportunities across the four quadrants of real estate - public and private debt and equity markets, with a focus on relative value and risk-adjusted returns.
Funds & Co-Investments
We provide tailored, diversified portfolios of traditional private equity and real assets through integrated portfolio management.
Private Equity / Real Assets
We focus on eight specialty sectors across four major asset types.
Multi Asset
Since 2002, against the backdrop of some of the most challenging financial conditions in history, our robust and repeatable multi asset investment process and experienced Multi Asset Group have achieved equity-like returns with lower relative volatility.
Multi Asset Income
Multi-asset income solutions designed to provide clients with stable, sustainable income in today’s low-yield environment.
Multi Asset Targeted Return
Aims for targeted returns over cash or inflation that are equivalent to long-term equity returns but with considerably less risk.
Balanced
Aims to deliver a long-term annualized return in excess of cash / inflation, with considerably less risk than equity.
RelatedViewpoints
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Distressed Debt: How This Cycle May Be Different
Barings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the significant growth in private credit and European high yield since the last cycle.
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U.S. Loans: Challenged Market or Veiled Opportunity?
With loan and bond yields currently comparable, we believe—in a somewhat contrarian view to what’s happening in the market—there is a good argument for investing in loans, particularly in the U.S., where the economy appears to be marginally stronger than in Europe.
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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.
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Fixed Income: Looking Beyond the Index for Late-Cycle Value
Head of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, investment grade credit and emerging markets debt.
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IG Credit: Mid-Year Roundtable
David Nagle, Managing Director within IG credit, recently hosted a webinar with a panel of experts across corporate, structured credit, emerging markets, securitized products and macro research. They shared their views on the markets, and addressed front-of-mind topics.
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Intangible Assets: The Royal Opportunity Set
A subset of Intangibles, pharmaceutical royalties present a particularly compelling investment opportunity. Barings’ Jon Rotolo and David Jin explain why.
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Private Equity: Emerging, Women & Diverse Managers
Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.
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Navigating Change in China
Barings’ Global Head of Equities, Ghadir Cooper, assesses the transformation of China’s economy, and explains why investors should be encouraged by the country’s decisive policy actions.
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CLOs & Leveraged Loans: Beneath the Headlines
In a recent interview, Barings’ Head of Structured Credit, Matt Natcharian, and Head of U.S.-Managed CLO Funds, Adrienne Butler, discuss the pressures facing these markets today, and the opportunities they pose amid a late-stage credit cycle.
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Seeking Value in Today’s Private Credit Market
In this Q&A, Barings’ Eric Lloyd discusses his team’s approach to navigating the risks and capitalizing on the opportunities across the global private credit markets.
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How Opportunistic Is Your Investment Grade Allocation?
Michael Freno, Head of Global Markets, discusses the benefits of 'multi-asset' or 'opportunistic' credit portfolios and the newly-launched Barings Global Investment Grade Strategies.
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5 Things to Consider When Investing in Private Credit
In this piece from Benefits and Pensions Monitor, Barings’ Ian Fowler discusses five key considerations for investors interested in allocating to private credit.
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Turkey: Where From Here?
On the back of developments in recent months, Barings’ Emerging Europe equities team takes a look at how Turkey is positioned.
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Climbing High Yield’s Wall of Worry
The global high yield markets face a number of risks. Yet, these markets have continued to scale such a ‘wall of worry’ for the last decade. Should we expect more of the same, or are we nearing a turning point in the cycle? Barings’ Martin Horne weighs in.
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Navigating Risks in Today’s High Yield Markets
In this Q&A, Barings’ Head of Global High Yield, Martin Horne, discusses how the Barings team is navigating some of the major risks—from a trade war and Brexit negotiations to rising rates and a maturing credit cycle—present in the markets today.
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Navigating European Real Estate Markets
In this Q&A, Paul Stewart, Head of European Real Estate Research & Strategy, discusses how investors in the asset class can allocate capital in an uncertain interest rate environment, while facing potential headwinds such as Brexit and the threat of trade wars.
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Opportunities Across Energy and Power Generation
As long-term structural demand trends converge with short-term technological innovations, opportunities are emerging to invest private capital in real assets.
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Second Chances
The market for infrastructure investments has become increasingly competitive. In this piece from i3, Barings’ Naoki Ohta discusses the infrastructure secondaries market and where Barings is seeing opportunities today.
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Maintaining Discipline in a Maturing Credit Cycle
With competition high and signs of mispricing of some assets, Eric Lloyd of Barings stresses the importance of a global and diversified approach to portfolio construction.
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Why Recent Weakness in EM Equities Presents an Opportunity
In this commentary, which appears in September’s edition of IPE, William Palmer and Michael Levy explain why they believe the factors that have contributed to the weak share price performance are temporary in nature, and growth prospects for the asset class remain attractive.
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Not All Short-Duration Strategies Are Created Equal
Looking to match the return of the broad bond market, with less risk? David Nagle, CFA, Head of Barings’ Multi Strategy Fixed Income Group, highlights a potential solution.
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Barings Alternative Investments – Who We Are & What We Do
Across Real Estate, Private Equity and Real Assets we leverage our deep origination capabilities, and on-the-ground knowledge, to provide access to differentiated opportunities.
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Madison Centre
This cutting-edge office tower in Seattle’s central business district exemplifies how global research, coupled with local insights, helps uncover attractive opportunities.
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Seeking Opportunities Across Global Real Estate Markets
At Barings, we leverage our deep teams, global presence and expertise across the four quadrants of real estate as we seek to help our clients turn opportunities into real solutions.
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A Global Approach to High Yield Investing
In the Conversations piece, Barings’ Sean Feeley and Chris Sawyer discuss the potential benefits of a global approach to high yield.
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Multi Credit Investing: Embracing the High Yield of Today
Over the past decade, the growth and expansion of the global high yield markets have transformed the way investors view the asset class. In this article, we discuss the potential benefits of considering a multi credit, “through-the-cycle” approach, which can give investors’ high yield allocation more flexibility, potentially improving their ability to capitalize on opportunities across the global high yield markets as they materialize throughout the credit cycle.
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CLOs: Accessing the Opportunity
Until fairly recently, it has been difficult for private investors and their advisers to access opportunities in collateralized loan obligations (CLOs), but that situation is slowly changing. In particular, with the advent of high yield multi credit strategies, investors have a means of accessing the broader market opportunities within the high yield universe, including the potential benefits offered by CLOs.
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High Yield Credit: Reaching for More
In this piece from Citywire, Barings’ portfolio managers discuss the benefits of taking a modern approach to global high yield investing.
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German Equity Outlook
While market volatility has risen at the start of 2018, Barings continues to see attractive investment opportunities in German equities. In this viewpoint, we tell readers why and where we see the greatest investment potential.
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Intellectual Property as a Real Asset
In this Viewpoint, we examine the definition of “real assets” and explain how intellectual property exhibits characteristics consistent with other real assets.
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EM Local Debt: Focused on Fundamentals
Barings' combination of quantitative and qualitative analysis and tools provide a comprehensive and rigorous framework for investing in emerging markets local debt. In this Viewpoint, we give readers an inside look into our investment process.
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Seeking Relative Value in Global Private Debt
As institutional investors continue to turn toward private debt for potentially attractive risk adjusted returns in a low-yielding environment, they may benefit from taking a global approach to the asset class.
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Cyclical Evolution and Structural Revolution
In this piece from Preqin, Barings’ heads of U.S. and European real estate research explore the ways in which structural shifts within cities and industries are presenting an evolving set of opportunities and risks for investors.
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Opportunities in Private Equity and Real Assets
Jonathan Rotolo, Head of Private Equity / Real Assets, discusses the potential benefits of an alternative investment strategy focused on real assets and asset-based private equity and what such an approach looks like in practice.
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Multi Credit Investing: A Through-The-Cycle Approach to High Yield
Read about how a multi credit approach to high yield can benefit investors in this Q&A with Barings’ heads of U.S. and European high yield investments.
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An Alternative Approach
In this Viewpoint, we discuss the unique real asset and private equity investing strategy employed by Barings Alternative Investments.
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VIDEO: How is this cycle different?
Head of European High Yield, Martin Horne weighs in on how this credit cycle has differed from those in the past and what that means for investors.
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VIDEO: European High Yield Opportunities
European High Yield Bond Portfolio Manager, Craig Abouchar discusses why the Barings team see value in the single-B market.
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