Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
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.
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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
Fixed Income
ESG: The Intent Beyond the Income
ESG is playing an increasingly meaningful role in fixed income investing. At Barings, we formally integrate ESG across our corporate credit asset classes—but the way we apply our analysis is necessarily different due to the nuances of each market.
Insights - 12 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
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
Fixed Income
ESG in Fixed Income: Progress Over Perfection
Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.
Podcast - 40 min listen
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.
Streaming Income Podcast
On this show, we dig beneath the headlines to find out what’s really going on in fixed income, equities, 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.
Fixed Income
The EM Default Picture: More Nuanced Than Headlines Imply
The coronavirus pandemic is creating short-term and long-term challenges for emerging markets (EMs). But not all sovereign and corporate issuers can be painted with the same broad brush, and placing too much weight on overly dire forecasts may result in missed opportunities.
Insights - 7 min read
Fixed Income
Private Credit: The Turn of the Cycle
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler describe the evolving conditions in the North American and European private credit markets and where opportunities may arise in the months and years ahead.
Podcast - 44 min listen
Multi Asset
Forecasting the Next Decade: Navigating Uncharted Waters
Barings Multi Asset Group combines the underlying factors that will drive markets over the long term with today’s valuations to produce total return forecasts for major asset classes over the next ten years.
Insights - 32 min read
Fixed Income
What's Next for Private Credit?
Now that the proverbial rubber has met the road, many investors are questioning what’s in store for private credit in the months (and years) ahead. In many ways, the current volatility is setting the stage for significant opportunities—but managing the downside is critical.
Insights - 7 min read
Alternatives
Global Real Estate: Cyclical & Structural Impacts of COVID-19
As investors navigate global real estate markets in the months and years ahead, understanding the interplay between near-term cyclical weakness and long-term structural trends will be key.
Insights - 9 min read
Equities
Volatility, Tech & ESG: COVID’s Impact on Global Equities
COVID-19 has proved challenging for businesses—but opportunities have emerged, particularly for companies with business models built to capitalize on long-term structural trends. Dr. Ghadir Cooper shares her views on equity markets today and what to expect going forward.
Conversations - 8 min read
Fixed Income
EM Debt: Downturns, Defaults & Diamonds in the Rough
Barings’ Omotunde Lawal and Cem Karacadag explain how COVID-19 is impacting the economies of emerging markets, and how lower oil prices and loose monetary policies may influence the future default picture.
Podcast - 38 min listen
Fixed Income
EM Short-dated Debt: A Diamond in the Rough?
COVID-19 and lower oil prices have led to indiscriminate selling across EM corporate debt, creating a potentially compelling opportunity in the shorter-dated, higher-yielding segment of the market.
Insights - 5 min read
Alternatives
Six Considerations for LPs Navigating Private Market Uncertainty
When it comes to finding clarity in an environment mired in uncertainty, an open dialogue between LPs and GPs is as critical as ever.
Insights - 6 min read
Alternatives
Fact-finding and Fortune-telling in U.S. Real Estate
Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.
Podcast - 40 min listen
Equities
Three Reasons to Consider a Long-Term Allocation to Small-Caps
The volatility driven by COVID-19 and the fall in oil prices has created much uncertainty—but it has also provided a potential opportunity to make long-term investments at attractive prices.
Insights - 6 min read
Equities
Equities: Finding Long-term Growth Amid Current Volatility
Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.
Podcast - 30 min listenWe 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.