While P&C insurers are seeking more conservative strategies and risk reduction in select asset classes, they’re also moving toward illiquid assets—which provide the potential for yield enhancement.

Direct lending deals are getting bigger—but arguably, the most compelling relative value (still) lies in the traditional or “true” middle market.

Emerging markets have become increasingly out of sync with the U.S. in terms of inflation and economic growth. Markets are ignoring the disconnect, which could spell an opportunity for investors.

Life insurers are continuing to move toward less liquid securities—which provide the potential for yield enhancement—while simultaneously de-risking from a credit perspective.

Downward price pressures are easing in the European real estate market. The timing of recoveries in pricing by geographies and sectors likely will occur in line with variations in real estate debt refinancing funding gaps and long-term growth drivers. The Barings Real Estate team discusses how this is shaping investment opportunities.

The U.S. commercial real estate market is approaching stabilization and recovery, supported by consensus that policy rate cuts will happen eventually, followed by lower debt costs. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.