Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
EM Debt: Where is the Value Today?
Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and fluctuating currencies may influence the picture, and the increasing role that ESG is playing in identifying winners and losers.
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Equities
The False Dawn of Big Tech Regulation?
Calls for increased regulation of tech giants have indeed grown—but will they have the desired impact? In our opinion, the focus on "big is bad" is simply ineffective in a digital world.
Insights - 6 min read
Fixed Income
High Yield: Strong Tailwinds, But It May be a Bumpy Ride
High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.
Short View - 4 min read
Fixed Income
CLOs: Cautious Optimism
Coming off a tumultuous year, CLOs look well-positioned going forward—particularly if the economy continues to heal and rates move higher.
Short View - 3 min read
Fixed Income
EMD: Light at the End of the Tunnel
The rollout of the COVID vaccine may be slower across emerging markets, meaning restrictions will likely remain in place for the foreseeable future. But there are bright spots—including in local currencies and companies that have adapted to this ‘new normal’.
Short View - 4 min read
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
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.
Alternatives
Value-Add Beyond the Pandemic
The shock provided by the global pandemic has roiled real estate markets around the world—which means that the quality and location of properties has never been more important.
Insights - 6 min read
Fixed Income
How Healthy is Today's Private Credit Market?
Barings’ Jon Bock weighs in on the dynamics shaping private credit today—from deal activity, to leverage metrics, to spread levels—and discusses how investors can access the opportunity.
Conversations - 6 min read
Fixed Income
Three Reasons Loans May Be Poised for Strong Performance
It’s not as simple as ‘when rates rise buy loans; when rates fall buy bonds.’ Indeed, a combination of several factors has set the stage for loans to potentially deliver attractive total returns going forward.
Insights - 6 min read
Alternatives
The Case for European Real Estate Debt
The supportive pricing fundamentals in the European real estate market, and low leverage relative to previous property cycles, suggest the asset class is well-positioned to withstand the impact of the pandemic.
Insights - 7 min read
Fixed Income
2021 Outlook: The Uneven Recovery
The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.
Conversations - 9 min read
Fixed Income
Private Credit: How Healthy is Today's Middle Market?
Barings’ Jon Bock weighs in on the current dynamics driving today’s private credit markets from deal activity, to leverage metrics, to spread levels, and discusses the pro’s and con’s of investment structures from public and private BDCs to commingled funds.
Podcast - 43 min listen
Alternatives
U.S. Real Estate Research Quarterly
Although the U.S. economy bounced back sharply in the third quarter, the near-term path for the economy and real estate markets remains highly dependent on progress toward a medical solution to COVID and the degree of further lockdowns. The Barings Real Estate team weighs in.
Insights - 11 min read
Alternatives
European Real Estate Research Quarterly
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
Insights - 8 min read
Alternatives
Real Estate Debt: Europe’s Developing Opportunity
Barings Real Estate’s Sam Mellor describes the trends underpinning the structural growth of real estate debt in Europe, and compares and contrasts the asset class with other public and private fixed income alternatives.
Podcast - 34 min listen
Equities
Why Tech Bubble Fears are Overdone
The tech sector’s impressive performance and increasing concentration in indexes has led to concerns of expensive valuations—with some fearing that we could be in bubble territory. In our view, such worries are not justified, and we believe tech’s outlook remains healthy.
Insights - 5 min readWe 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.