Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
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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Fixed Income
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.
Conversations - 3 min read
Fixed Income
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.
Insights - 10 min read
Alternatives
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.
Conversations - 9 min read
Fixed Income
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.
Conversations - 7 min read
Equities
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.
Insights - 4 min read
Fixed Income
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.
Conversations - 3 min read
Fixed Income
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.
Podcast - 24 min listen
Fixed Income
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.
Conversations - 8 min read
Alternatives
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.
Conversations - 8 min read
Fixed Income
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.
Article - 6 min read
Equities
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.
Article - 4 min read
Fixed Income
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.
Insights - 15 min read
Alternatives
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.
Video - 3 min watch
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