Read, watch and listen to the latest insights from our global investment teams.
What lies ahead for EM debt markets in 2022? Risks include higher rates and inflation as well as uncertainties surrounding China and the path of the pandemic. But with defaults still low and spreads wide by historical standards, opportunities look likely to arise.Listen
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High Yield on Solid Footing Despite Omicron, Inflation & Hawkish Fed
The emergence of a new COVID-19 variant and the prospect of higher interest rates have not eroded high yield’s solid fundamental backdrop.Short View - 4 min read
Natural Resources: Bridging the Gap to a Cleaner Future
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.Insights - 7 min read
China: The Great Disconnect
Chinese equities offer many unique attributes, particularly given the improving access to the onshore market, which offers investors direct exposure to China’s economy as it repositions itself for long-term sustainable growth.Insights - 7 min read
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.
Emerging Markets Debt: Navigating A Shifting Landscape
Emerging Markets are rife with opportunity, but managing risks is critical.
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.
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.
CLOs: A Safe Haven Amid Rising Rates?
CLOs offer a number of potential benefits in a rising rate environment, with BB and equity tranches offering particular value.Short View - 4 min read
Climate Change Roundtable
Investors everywhere are facing the reality and urgency of climate change. Our experts discuss where they’re seeing the most material effects across public and private markets today—and what they’re anticipating going forward.Insights - 9 min read
Moving the Earth: The Power of Leverage
Infrastructure debt and private placements offer a number of potential benefits to insurance investors—from a potential spread premium to diversification and strong covenants.Insights - 8 min read
BDCs: A Maturing Asset Class
In this edition of 'Streaming Income in 5,' Barings' Jon Bock explains how BDCs are "growing up" as an asset class, with more transparency on fees, a greater variety of structures and a growing investor base.Video - 5 min watch
Economic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the "top-down" and "bottom-up.”Conversations - 9 min read
2022 Outlook Series: Investing Through Climate Risk
Climate change is already having material impacts on public and private asset classes across developed and emerging markets. A cross-asset panel of Barings investors discuss strategies for both mitigating risks and investing in the companies and assets that may thrive tomorrow.Podcast - 40 min listen
Insurance Asset Allocation Strategies
In this interview with AM Best, Ann Bryant discusses how strategic asset allocation can allow insurers to enhance yield without taking on more default risk.Article - 2 min read
Investing Through Climate Risk
Across every asset class, investors are facing the reality and urgency of climate change and its associated risks.Webinar - 53 min watch
Successfully Deploying Private Debt: The Secret is in the Source
The method used to source private debt can greatly impact risk and return. John McNichols and James Moore examine how origination strategies can supplement syndicated market returns.Webinar - 46 min watch
2022 Economic Outlook
Barings experts across public and private markets explore the outlook for the year ahead from both the "top-down" and "bottom-up," and weigh in on the key trends likely to shape opportunities in 2022 and beyond.Podcast - 45 min listen
The economic recovery looks set to continue as we shift focus to 2022, with ongoing support from government spending, business investment, and household demand. But the risks on the horizon include tangled supply chains, lingering price pressures, and further surges of COVID-19.Webinar - 48 min watch
Metaverse & the Disruption of the Internet
The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?Insights - 9 min read