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Alternative Investments
Beyond the Index – European Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
Fixed Income Insights
High Yield: The Power of Flexibility in Volatile Times
The journey back to normalcy will likely be punctuated with stops and starts. But opportunities will emerge—and being in a position to capture the upside is key.
Market Outlooks
Weekly Macro Update: The Trough Is In—Let The Healing Begin
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While there is still a long path to recovery, global June flash PMIs confirmed we have passed the trough as contraction eased. The U.S. Employment report will be released next week, and the pressure is on for Britain and Japan to come up with a deal.
Alternative Investments
Real Estate: The Critical Role of Asset Management in a Crisis
Asset management is vital to long-term value creation in real estate debt and equity markets—particularly when it comes to navigating crises like COVID-19.
Fixed Income Insights
ESG: The Intent Beyond the Income
ESG is playing an increasingly meaningful role in fixed income investing. At Barings, we formally integrate ESG across our corporate credit asset classes—but the way we apply our analysis is necessarily different due to the nuances of each market.
Fixed Income Insights
ESG in Fixed Income: Progress Over Perfection
Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.
Fixed Income Insights
Beyond the Index - Private Credit: The Turn of the Cycle
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler describe the evolving conditions in the North American and European private credit markets and where opportunities may arise in the months and years ahead.
Market Outlooks
Weekly Macro Update: The Irrelevant Election
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With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.
Market Outlooks
Weekly Macro Update: Will Europe Waste The Crisis?
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Investors should be rooting for EU leaders as they attempt reforms that do more than just ease the immediate pain.
Market Outlooks
[Webinar Replay] From Volatility to Opportunity in Emerging Markets Debt
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COVID-19, lower oil prices and the related shock to the global economy have weighed heavily on emerging markets debt—but opportunities have emerged as well. Join us as Barings’ EMD team shares their latest market views and discusses how they are navigating the current environment.
Market Outlooks
Weekly Macro Update: Why Aren’t Markets Tanking?
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There’s a list of reasons that might make an investor squirm, but there may be change afoot they should watch closely.
Market Outlooks
The EM Default Picture: More Nuanced Than Headlines Imply
The coronavirus pandemic is undoubtedly creating short-term and long-term challenges for emerging
markets (EMs). But not all sovereign and corporate issuers can be painted with the same broad brush,
and placing too much weight on overly dire forecasts may result in missed opportunities.