Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
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.
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Why Now May Be a Good Time to Consider CLOs
A wave of refinancings has tested the CLO market’s capacity, but it has also created relative value opportunities up and down the capital structure—particularly in seasoned, BB deals.
Short View - 3 min read
ESG: Three Challenges High Yield Managers are Tackling Today
From influencing company behavior to seeking better data disclosure, high yield managers are pushing the envelope when it comes to ESG.
Insights - 7 min read
High Yield: Finding Opportunity in the Uneven Recovery
In this webinar, Barings' high yield portfolio managers share their latest market views and discuss where they expect to see opportunities going forward.
Webinar - 46 min watch
ESG in Equities: Identifying Winners in the Energy Transition
Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.
Insights - 5 min read
U.S. Real Estate: Why the Life Sciences Market is Flourishing
The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.
Podcast - 41 min listen
North American Private Credit: Expectations vs. Reality
The impact of COVID on North American private credit has been surprising in some ways and more predictable in others. Ian Fowler sheds light on lessons learned over the past year and offers advice on how to navigate today’s market.
Short View - 4 min read
Distressed Debt: The Opportunities Surfacing in COVID's Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
Podcast - 35 min listen
What Robinhood and Bitcoin Reveal About the Future of Technology
The efforts of the disenfranchised to adopt new technologies that democratize access may look chaotic, but they represent an important driver for still further innovation.
Research Note - 5 min read
ASEAN Equities: “Opportunities in Every Crisis”
Barings’ SooHai Lim discusses the dynamics shaping ASEAN equities today, from lessons learned from the pandemic to the structural trends supporting the region.
Short View - 4 min read
The Structural and Cyclical Case for U.S. Real Estate Debt
While the ongoing disruption from the pandemic will put downward pressure on market fundamentals until the virus is no longer a threat, opportunities will likely emerge across the risk-return spectrum in advance of a recovery in demand and property income.
Insights - 12 min readWe 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.