Viewpoints
Read, watch and listen to the latest insights from our global investment teams.
Investing in China: Tapping into Long-Term Opportunities
Ghadir Cooper, Global Head of Equities, recently joined a round table with Pensions & Investments to discuss the opportunity set in China. Despite slowed growth and trade concerns, she believes there are several reasons why investors should remain optimistic.
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Fixed Income
Assessing the Countries Making Headlines Across EM Debt
As emerging markets continue to dominate world news, Barings’ Ricardo Adrogué weighs in on the trade frictions with China, Venezuela’s evolving status as a political hotspot, and why he has high conviction in Mexico.
Article - 2 min read
Fixed Income
A CIO's Perspective
Barings' Jonathan Bock caught up with industry veteran, William Spitz, on trends in today's private markets.
Video - 4 min watch
Fixed Income
Private Credit: How Supply/Demand Dynamics are Shaping the Landscape
Ian Fowler, Co-Head of the North American Private Finance Group, discusses the dynamics of each middle market segment—including upper-end style shift resulting from competitive pressures—and explains why the traditional middle is the sweet spot.
Conversations - 6 min read
Equities
Global Emerging Markets Equities: Where Do We Stand?
In this Q&A, William Palmer and Michael Levy, Co-Heads for Emerging and Frontier Equities, discuss their approach to accessing the asset class, current trends, and why recent headwinds may be becoming tailwinds.
Conversations - 5 min read
Fixed Income
High Yield: Identifying Value Amid Shifting Sentiment
Despite the sharp turns in high yield markets over the past two quarters, companies ticked along without flinching—posting strong earnings over the course. David Mihalick, Barings’ Head of U.S. High Yield Investments, explains why.
Conversations - 8 min read
Equities
German Equities Present Opportunities to Combat Headwinds
In this Q&A, Rob Smith, Manager of the Barings German Growth strategy, shares his thoughts on how German equities are positioned to combat various headwinds, and which sectors the team expects future growth to come from.
Conversations - 6 min read
Fixed Income
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
Equities
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
Fixed Income
High Yield Bonds & Loans: Where to Next?
High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors factor in risks ranging from possible recession, to ratings downgrades, to liquidity concerns? Barings’ David Mihalick weighs in.
Podcast - 27 min listen
Alternatives
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.
Conversations - 9 min read
Equities
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 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.