Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
Private Credit: Where We’ve Been, Where We’re Going
Industry veterans Ian Fowler and Adam Wheeler describe the dramatic evolution of private credit markets and explain why quality of earnings and varied definitions of ‘senior’ risk could be at the center of the next credit market storm.
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Equities
What Can German Equity Investors Expect in the Months Ahead?
While the phase one U.S.-China trade deal may provide a near-term boost for German equities, there are a number of risks on the horizon that could introduce volatility in the months ahead—making stock selection as important as ever.
Short View - 2 min read
Fixed Income
Beyond the Index
A Modern Approach with a Global Perspective
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.
Alternatives
U.S. Real Estate: More Reward in Core?
As investors in the market continue to chase yield, the risk premium—or the reward for taking that risk—appears to be diminishing. In this environment, we’re seeing some of the best opportunities in the highest-quality assets.
Short View - 2 min read
Equities
Comeback Time for International Equities?
Because the U.S. equity market is broad and deep, there will almost always be opportunities—but in aggregate, we think international equity markets may be more compelling over the next year.
Short View - 3 min read
Alternatives
The Continued Democratization of Private Equity
Private equity is an asset class that has traditionally been available only to very large, sophisticated institutional investors. But this is changing rapidly—a trend we expect to accelerate in 2020.
Short View - 2 min read
Fixed Income
Amid Rising ‘Mequity’ Risk, Boring Can Be Beautiful
In both the U.S. and Europe, there is significant pressure both at the top and bottom ends of the middle market. As a result, we’re seeing potentially attractive value today in the more traditional, true middle market.
Short View - 2 min read
Fixed Income
A Bright Spot in Higher-Yielding EM Corporate Debt
Many EM regions have been engulfed in uncertainty for weeks or months. While these situations certainly represent risks, we also continue to find value—often in globally diversified companies that have been unfairly punished by markets because of where they’re domiciled.
Short View - 2 min read
Fixed Income
2020: An Inflection Point for EM Currencies?
With the financial crisis more than a decade behind us, the global financial system seems poised to begin re-leveraging. This process, which would likely take years to play out, would provide a source of funding for EM currencies, and represent a significant tailwind.
Short View - 2 min read
Fixed Income
Fear of Fallen Angels May Be Overblown
Many headlines over the last year have called attention to the growth of the lower-rated BBB portion of the investment grade market—and predicted a wave of fallen angels to high yield. But in the last year, we have seen more HY companies upgraded to IG than the other way around.
Short View - 3 min read
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