Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
IG Credit: Flexibility is Key
While uncertainty remains around rates and inflation, opportunities continue to emerge across IG credit, including in areas outside of traditional corporate bonds.
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Public Fixed Income
EM Debt: Fundamentals Back to the Forefront
The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies.
Short View - 4 min read
Public Fixed Income
ESG: Managing Climate Risk in EM Corporate Debt Portfolios
EM companies are making strides when it comes to capturing and disclosing climate risks, but there is work still to be done. Encouragingly, investors and managers are often able to go a few steps further to fill the gaps.
Insights - 7 min read
Public Fixed Income
The More Things Change, the More They Stay the Same
Core CMLs can offer a number of benefits—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.
Insights - 9 min read
Disciplined in the Good Times. Here Through the Challenging Ones.
In 25+ years of managing private credit, we have learned that a disciplined approach is key to enduring shocks and capitalizing on longer-term opportunities.
Emerging Markets Debt: Navigating A Shifting Landscape
Emerging Markets are rife with opportunity, but managing risks is critical.
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.
Streaming Income Podcast
Our latest insights on markets from High Yield and Emerging Markets to Real Estate and Alternatives
The Barings Investment Institute
Join us as we explore the economic, political and technological forces that shape long-term investment and capital decisions.
Private Credit
Demystifying BDCs
Jonathan Bock, Chief Financial Officer of Barings BDC, explains what business development companies (BDCs) are, the benefits they can potentially provide, and how investors can access them.
Video - 7 min watch
Public Fixed Income
Three Reasons for EM Corporate Short Duration Debt
While the potential for inflation and rising rates could create a headwind for EM debt, a short duration approach can provide an opportunity to pick up incremental yield and diversification, with less volatility.
Insights - 7 min read
Public Fixed Income
Deja vu for CLOs?
Heavy supply around quarterly payment dates has led to predictable periods of spread widening in the CLO market—creating attractive relative value opportunities up and down the capital structure.
Short View - 3 min read
Public Fixed Income
The Wind Remains at High Yield's Back (For Now)
Accelerating economic growth and improving corporate financial conditions, coupled with a manageable default picture, continue to bolster high yield. But with ongoing uncertainty around inflation and rates, loans in particular may be worth consideration.
Short View - 4 min read
Private Credit
ESG Innovations in Private Credit
Aaron Gillespie, portfolio manager in Barings Global Private Finance group sheds light on the evolving landscape for analyzing and incorporating ESG factors into private credit investing, including recent innovations like sustainability-linked loan agreements.
Podcast - 31 min listen
Public Fixed Income
CLOs: The Proof is in the Process
In this Q&A, Adrienne Butler discusses Barings’ longstanding presence in the CLO market and shares her views on what it takes to navigate the often-misunderstood asset class.
Conversations - 6 min read
Private Credit
Will America Learn from Canada’s Infrastructure Success?
Canada and the U.S. share a commitment to improving domestic infrastructure—with Canada in the midst of a $180 billion strategy and the U.S. negotiating what could become a $1 trillion infrastructure package. What can these two neighbors learn from each other?
Webinar - 40 min watch
Public Equities
Internet 3.0 and the Next Wave of Innovation
While Internet 3.0 promises significant disruption, it seems to be more of an evolution of Internet 2.0—and anyone writing off the winners of the Internet 2.0 era should be wary.
Insights - 7 min read
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