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Viewpoints

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

Fixed Income

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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Fixed Income

Is High Yield in a Sweet Spot?

High yield continues to benefit from supportive tailwinds—from an improving default picture to lower sensitivity to rising rates—and may be poised for strong performance as the recovery takes hold.

Insights - 7 min read
Fixed Income

European Private Credit: Positive Momentum

Barings' Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months.

Podcast - 31 min listen
Fixed Income

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
Fixed Income

From Rising Rates to Rising Stars: What’s Ahead for IG Credit?

Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.

Short View - 4 min read
Fixed Income

Riding the Refinancing Wave

Private credit has fared well during this crisis, but the real test may come at the back end, say Barings’ head of private assets Eric Lloyd and CFO of Barings BDC Jon Bock.

Article - 6 min read

Built for What’s Next

At Barings Real Estate, we harness the full breadth and depth of our $40+ billion real estate platform to deliver our clients a more complete picture of the opportunities ahead, and the solutions to capitalize on them.
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Fixed Income

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
Fixed Income

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
Equities

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
Alternatives

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
Fixed Income

Why the Distressed Debt Opportunity Looks Different This Cycle

A surge in defaults and distressed opportunities seemed likely when COVID struck—but stimulus measures and creative financing solutions have reshaped both the opportunity set and the timing.

Insights - 6 min read
Fixed Income

Three Factors Shaping the Opportunity in European Private Credit

The growing importance of market access, a wider investor base and the impact of ESG on pricing are reshaping the European middle market.

Short View - 3 min read
Fixed Income

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
Fixed Income

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
Macroeconomic & Geopolitical

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
Equities

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
Alternatives

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 read
Equities

Emerging Markets Equity: Evolving and Transforming

Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.

Insights - 9 min read
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