Viewpoints

Conversations - 9 min read

Intangible Assets: The Royal Opportunity Set

A subset of Intangibles, pharmaceutical royalties present a particularly compelling investment opportunity. Barings’ Jon Rotolo and David Jin explain why.

Real Estate Debt: A Time for Balance

Dean Dulchinos, Head of Real Estate Debt Portfolio Management and Capital Markets, recently spoke with PERE about how he expects the U.S. real estate debt market to shape up in 2019—including the opportunities it presents, the shift in both investor types and risk-reward profiles sought, and how credit cycle placement is affecting the asset class.

Article - 6 min read

Tempering Enthusiasm for Mexico’s Corporate Bond Market

Omotunde Lawal, Head of EM Corporate Debt, reports back from a recent trip to Mexico, where the Barings team conducted on-the-ground research through meetings with a wide variety of corporate issuers, economists and ratings agencies.

Short View - 5 min read

Multi Asset

Forecasting The Next Decade: An Analysis Of Asset Returns

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 - 21 min read

Why Russia May be Set for an Explosion in E-commerce Growth

Historically a laggard in the e-commerce world, Russia is showing signs of life. But challenges remain.

Short View - 3 min read

An Active Approach to International Smaller Companies

Barings’ Nick Williams discusses the characteristics of the International Smaller Companies asset class, and explains why an active approach to investing in the sector best positions investors to generate attractive returns.

Insights - 9 min read

EM Debt: Investing with Cautious Optimism

Sovereign debt outperformed in Q1 as geopolitical headlines continued to garner attention and commodities rallied. Risks remain for the asset class but some notable headwinds have now become tailwinds.

High Yield: A Swift Rebound

High yield bonds and loans posted a strong Q1 following the technically induced Q4 sell-off. With defaults still near historical lows, current spreads provide attractive risk-adjusted return potential.

Structured Credit: Receding Headwinds Support CLO Performance

CLOs rebounded in the first quarter as credit concerns receded. Lower interest rates may drive continued interest in the asset class moving forward.

IG Credit: Can the Rally Last?

BBB-rated credits led the first quarter recovery despite early signs of deterioration among fundamentals. With spreads significantly tighter this year, short duration credits may pose an attractive investment option.

Intangible Assets: A Source of Uncorrelated Income?

In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role these assets are playing in diversified portfolios through a real-world example in the pharma royalty space.

Podcast - 27 min listen

How to Approach a More Accessible Chinese Equity Market

Barings’ William Fong and Andrew Lee explore the different ways to access China’s onshore and offshore equity markets following the decision by MSCI to increase the weighting of China A-shares in their benchmarks.

Insights - 8 min read

Private Equity: Emerging, Women & Diverse Managers

Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.

Podcast - 27 min listen

Monetary Policy’s Effect on EM Debt

Rate expectations have changed materially across emerging and developed markets in the first quarter of 2019. What does this mean for emerging markets debt? Barings’ Ricardo Adrogué weighs in.

Short View - 3 min read

The Potential Benefits of Global Senior Secured Loans

In the current environment, senior secured loans are gaining traction for their potential to offer a blend of attractive yield and protection against both credit and interest rate risk.

Insights - 10 min read

How We Assess Investment Opportunities

In this video, Barings Global Emerging Markets Equities team explains its investment approach by discussing an opportunity at one of its weekly meetings.

Video - 3 min watch