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From Rising Rates to Rising Stars: What’s Ahead for IG Credit?
Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.Short View - 4 min read
Why Now May Be a Good Time to Consider CLOs
A wave of refinancings has tested the CLO market’s capacity, but it has also created relative value opportunities up and down the capital structure—particularly in seasoned, BB deals.Short View - 3 min read
European Private Credit: Positive Momentum
Barings' Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months.Podcast - 31 min listen
Emerging Markets Debt: Navigating A Shifting Landscape
Emerging Markets are rife with opportunity, but managing risks is critical.
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.
High Yield: Finding Opportunity in the Uneven Recovery
In this webinar, Barings' high yield portfolio managers share their latest market views and discuss where they expect to see opportunities going forward.Webinar - 46 min watch
Five Factors Shaping the Global Economy in 2021
From interest rates and inflation to government stimulus and multi-speed recoveries, Dr. Christopher Smart tells us what we know today—and what we still need to find out—about the global economy’s comeback from COVID-19.Podcast - 31 min listen
Three Factors Shaping the Opportunity in European Private Credit
The growing importance of market access, a wider investor base and the impact of ESG on pricing are reshaping the European middle market.Short View - 3 min read
Distressed Debt: The Opportunities Surfacing in COVID's Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.Podcast - 35 min listen
What Robinhood and Bitcoin Reveal About the Future of Technology
The efforts of the disenfranchised to adopt new technologies that democratize access may look chaotic, but they represent an important driver for still further innovation.Research Note - 5 min read
Private Credit: Boring is (Still) Beautiful
Barings' Ian Fowler discusses the current state of the North American private credit market, including insights into deal activity, pricing, and how the Barings team is investing through the pandemic.Podcast - 38 min listen
Four Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.Insights - 11 min read
Are the Most Compelling Post-COVID Opportunities in Offices?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.Insights - 7 min read
Winter is Here, But Spring is Coming
With additional fiscal relief and steady progress in vaccinations in the first half of 2021, the U.S. economy should be regaining momentum by the end of Q2, helping to stabilize real estate demand in the second half of the year. The Barings Real Estate team weighs in.Insights - 11 min read
Finding the Right Sovereign ESG Indicators: A Greek Tragedy?
On our mini odyssey through the vast seas of sovereign ESG indicators, we sought to identify data from reliable third parties—which would provide benchmarking criteria between countries and also serve as an effective screening tool to identify outliers.Insights - 11 min read
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.Podcast - 35 min listen