Hong Kong and China stock markets are nearing a pivotal moment, driven by secular trends, policy support and evolving global dynamics. The key investment themes of the region are technological innovation, sectoral transformation, consumer opportunity and market structure.

Direct lending is evolving fast, bringing both opportunity and complexity. Stuart Mathieson highlights why discipline, strong underwriting and regional insight are key to navigating competition and managing risk in a maturing global market.

Cem Karacadag, Head of Global Sovereign Debt and Currencies, explores the structural improvements, compelling valuations and shifting risk dynamics that are bringing EM debt to the forefront.

As investors broaden their allocations to include a wider range of strategies and asset classes, the opportunity in private credit is expanding. In 45 minutes, the Barings team explores portfolio implications across direct lending, asset-based finance and portfolio finance.

For global real estate markets, 2026 demands active selection and granular analysis. In this roundtable, Barings and Artemis experts from the U.S., Europe, and Asia Pacific share insights on sector trends and explore where risks and opportunities are emerging across regions.

In Pensions & Investments recent industry intel report, Dadong Yan explores how portfolio finance is opening new pathways for stability, diversification and yield in today’s uncertain environment.