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EM Debt: Fundamentals Back to the Forefront
The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies.Short View - 4 min read
ESG: Managing Climate Risk in EM Corporate Debt Portfolios
EM companies are making strides when it comes to capturing and disclosing climate risks, but there is work still to be done. Encouragingly, investors and managers are often able to go a few steps further to fill the gaps.Insights - 7 min read
Views from the LPAC: Four Trends Shaping Private Equity in 2021
In our 25+ years of investing in private markets, Barings has held hundreds of LPAC seats. Here, we offer insights on the issues and trends currently under debate between LPs and their GPs.Insights - 10 min read
Jonathan Bock, Chief Financial Officer of Barings BDC, explains what business development companies (BDCs) are, the benefits they can potentially provide, and how investors can access them.Video - 7 min watch
Private Markets 2021: Market Growth Continues
What's in store for private markets over the next 12-24 months? In this video from the P&I private markets roundtable, Eric Lloyd sheds light on areas that look particularly well-positioned.Video - 8 min watch
Private Markets 2021: Resilient Outcomes Amid a Turbulent Ride
In this roundtable, Eric Lloyd and other industry experts discuss the resilience of private markets and where opportunities are emerging across real estate, private credit & more.Article - 11 min read
Deja vu for CLOs?
Heavy supply around quarterly payment dates has led to predictable periods of spread widening in the CLO market—creating attractive relative value opportunities up and down the capital structure.Short View - 3 min read
The Wind Remains at High Yield's Back (For Now)
Accelerating economic growth and improving corporate financial conditions, coupled with a manageable default picture, continue to bolster high yield. But with ongoing uncertainty around inflation and rates, loans in particular may be worth consideration.Short View - 4 min read
ESG Innovations in Private Credit
Aaron Gillespie, portfolio manager in Barings Global Private Finance group sheds light on the evolving landscape for analyzing and incorporating ESG factors into private credit investing, including recent innovations like sustainability-linked loan agreements.Podcast - 31 min listen
Will America Learn from Canada’s Infrastructure Success?
Canada and the U.S. share a commitment to improving domestic infrastructure—with Canada in the midst of a $180 billion strategy and the U.S. negotiating what could become a $1 trillion infrastructure package. What can these two neighbors learn from each other?Webinar - 40 min watch
Internet 3.0 and the Next Wave of Innovation
While Internet 3.0 promises significant disruption, it seems to be more of an evolution of Internet 2.0—and anyone writing off the winners of the Internet 2.0 era should be wary.Insights - 7 min read
EM Debt: How ESG & Economics Are Shaping the Outlook
Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation.Podcast - 46 min listen
Global Resources: Poised for Long-Term Growth?
From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.Short View - 2 min read
ESG in High Yield: Three Challenges Facing Managers Today
High yield portfolio manager, Gareth Hall, provides insight into three ESG challenges facing high yield managers today—from influencing company behavior as debt holders, to measuring carbon emissions and advocating for their reduction, to solving for data limitations.Podcast - 32 min listen