Viewpoints

Read, watch and listen to the latest insights from our global investment teams.

Fixed Income

The Evolving Opportunity in Distressed Debt

As the pandemic recedes, some companies may have a harder time managing higher debt levels than others—and as weaker issuers undergo restructurings or other stressed situations, there may be opportunities for investors to deploy more capital into distressed debt strategies.

Read

Fixed Income

Investor Series: Private Assets for Insurers

Insurance investors face unique challenges in any environment but especially against today’s backdrop of continued low rates and a global economic slowdown. Barings’ Ann Bryant and Eric Lloyd discuss strategies for incorporating private assets as part of the solution.

Podcast - 37 min listen

Alternatives

How the Pandemic Changes Real Estate

The global pandemic is changing the way we live, work and play. Such behavioral changes have been felt acutely across commercial real estate markets, and the impact may only accelerate from here. But which changes are short term and which are here to stay?

Insights - 21 min read

Can EM Issuers Pay Their Debt—And Will They?

Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.

Podcast - 34 min listen

Equities

ASEAN: Where Positive Demographics Meet Supportive Secular Trends

Recent market volatility has created what we view as an attractive opportunity in ASEAN equities—particularly to tap into selective structural growth stories at compelling valuations.

Insights - 8 min read

Fixed Income

Three Reasons for EM Short Duration Debt

Emerging markets debt has shown much resilience despite facing its share of pandemic-induced difficulties. A short-dated approach, in particular, can provide an opportunity to pick up incremental yield and diversification, with less volatility.

Insights - 6 min read

Equities

Hong Kong-China Equities: Accelerating Areas of Opportunity

As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.

Insights - 5 min read

Alternatives

European Real Estate Research Quarterly

In the midst of a pandemic, some European real estate sectors are thriving, and should emerge stronger in the end, while others are merely surviving. The Barings Real Estate team weighs in on the shifting opportunity set—and why the overall outlook remains positive.

Outlook - 7 min read

Alternatives

U.S. Real Estate Research Quarterly

As businesses and individuals continue to adapt to life in the midst of a pandemic, U.S. real estate sectors and trends continue to evolve. While some changes may be temporary, others will alter the industry and future opportunity set. The Barings Real Estate team weighs in.

Outlook - 8 min read

Macroeconomic & Geopolitical

How Will Economics & Politics Shape Markets in H2 2020?

Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.

Podcast - 39 min listen

Fixed Income

High Yield: Liquidity Abounds, But What Lies Ahead?

Ample liquidity from central banks has driven a significant recovery across markets, including high yield. But with much uncertainty still ahead, we see benefits to moving up the capital structure and considering secured assets.

Short View - 4 min read

Fixed Income

Investment Grade Credit: Whatever It Takes

After the historic rollercoaster ride IG credit took in the first quarter, U.S. policymakers seem to have won the day, at least for now—with their own version of the phrase made famous by former ECB President Mario Draghi: Whatever it takes.

Short View - 2 min read

Fixed Income

CLOs: Looking Down the Road to Recovery

CLOs rallied in the second quarter as liquidity returned and supply/demand dynamics began to normalize. While opportunities have emerged—particularly in high-rated tranches and new issue BBs—active management is key.

Short View - 2 min read

Fixed Income

EMD: Further Room to Run?

Emerging markets debt rallied strongly in the second quarter—and while risks remain ever-present, the asset class may benefit from continued monetary stimulus and the potential for a sharper economic bounce-back in the second half of the year.

Short View - 3 min read

Alternatives

European Real Estate: Where the Opportunities are Today

Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.

Podcast - 30 min listen

Fixed Income

High Yield: The Power of Flexibility in Volatile Times

The journey back to normalcy will likely be punctuated with stops and starts. But opportunities will emerge—and being in a position to capture the upside is key.

Insights - 5 min read

Alternatives

2020 Views from the LPAC

Over our 25+ years of investing across private markets, Barings has held hundreds of Limited Partner Advisory Committee (LPAC) seats. From this vantage point, we offer the following insights on the issues and actions currently under debate between LPs and their GPs.

Insights - 8 min read

Alternatives

Real Estate: The Critical Role of Asset Management in a Crisis

Asset management is vital to long-term value creation in real estate debt and equity markets—particularly when it comes to navigating crises like COVID-19.

Insights - 7 min read

You are now leaving Barings.com. We make no representations about the accuracy or completeness of the information contained in any external sites and assume no liability of the content or presentation of external sites.

Would you like to proceed?

Yes Don't Leave

The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

This material should not be construed as a recommendation, and Barings is not soliciting any action based upon such information. Additionally, the strategies and funds may not be available to all investor types in all jurisdictions. In some jurisdictions this website may contain advertising.

Copyright © 2020 Barings. The BARINGS name and logo design are trademarks of Barings and are registered in U.S. Patent and Trademark Office and in other countries around the world. All rights are reserved.

We use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.