Viewpoints

IG Credit: Upgrading the Roster

In a landscape rife with risk, there may be benefits to upgrading both credit quality and liquidity.

Short View - 4 min read

High Yield: Bridging the Gap to a Post-COVID World

What lies ahead for high yield markets? Head of Global Public Fixed Income, Martin Horne weighs in on what the bifurcated asset price recovery, record issuance levels and falling default expectations imply for high yield markets in the months ahead.

Podcast - 34 min listen

CLOs: A Bias Toward Quality

CLOs continued their rebound in the third quarter, but the potential for volatility going forward is high. In this environment, there may be benefits to moving up in quality.

Short View - 3 min read

High Yield: Halfway There?

The shock was the story in the first quarter, the stimulus was the story in the second—but we’re decidedly not yet in the post-COVID era, and the path to economic recovery remains unclear. What does that mean for high yield?

Short View - 4 min read

Investible Trends in Real Estate for 2021 and Beyond

A Barings 360 Webinar on Real Estate Equity

Webinar - 62 min watch

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.

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.

Learn More

Post-COVID European Private Credit: A Higher Quality Market?

On the back of COVID, transactions in the European middle market are showing decreased leverage levels, stronger documentation and improvements in pricing—suggesting a rebasing of the market from where it has been for the past several years.

Insights - 7 min read

Emerging Markets Equity: Evolving and Transforming

From leading technologies, shifting consumption patterns, evolving business models to ESG—there are a number of factors shaping the opportunity in EM equities. Join Barings’ EM Equities team as they unpack the structural trends shaping this landscape and discuss the opportunities they expect to see going forward.

Webinar - 36 min watch

ESG in Equities: Better Outcomes Require Better Practices

Not all approaches to ESG are created equal—why a focus on integration, forward-looking dynamics and active engagement is the key to unlocking long-term returns in equity investments.

Insights - 10 min read

ESG in Equities: Not All Approaches are Created Equal

Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how integration, dynamism and active engagement contribute to better outcomes.

Podcast - 36 min listen

Can EM Issuers Pay Their Debt—And Will They?

Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.

Podcast - 34 min listen

The Evolving Opportunity in Distressed Debt

As the pandemic recedes, some companies may have a harder time managing higher debt levels than others—and as weaker issuers undergo restructurings or other stressed situations, there may be opportunities for investors to deploy more capital into distressed debt strategies.

Insights - 7 min read

White Paper - 18 min read

ESG in Mining: A Quiet Revolution is Surfacing

There's a quiet revolution underway in mining that is delivering more change than it has seen in centuries. Investors, like many observers, have long had a negative view of the environmental, social and governance (ESG) records of the mining industry.

Hong Kong-China Equities: Accelerating Areas of Opportunity

As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.

Insights - 5 min read

European Real Estate Research Quarterly

In the midst of a pandemic, some European real estate sectors are thriving, and should emerge stronger in the end, while others are merely surviving. The Barings Real Estate team weighs in on the shifting opportunity set—and why the overall outlook remains positive.

Outlook - 7 min read

U.S. Real Estate Research Quarterly

As businesses and individuals continue to adapt to life in the midst of a pandemic, U.S. real estate sectors and trends continue to evolve. While some changes may be temporary, others will alter the industry and future opportunity set. The Barings Real Estate team weighs in.

Outlook - 8 min read

Investor Series: Private Assets for Insurers

Insurance investors face unique challenges in any environment but especially against today’s backdrop of continued low rates and a global economic slowdown. Barings’ Ann Bryant and Eric Lloyd discuss strategies for incorporating private assets as part of the solution.

Podcast - 37 min listen