Content (194)

  • ESG - The Intent Beyond the Income

    White papers

    ESG: The Intent Beyond the Income

    2020-06-30T10:03:00Z

    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.

  • 2020 Views from the LPAC

    White papers

    2020 Views from the LPAC

    2020-06-30T09:53:00Z

    Over our 25+ years of investing across private markets, Barings has held hundreds of Limited Partner Advisory Committee (LPAC) seats. From this vantage point, we offer the following insights on the issues and actions currently under debate between LPs and their GPs.

  • ESG in Fixed Income - Progress Over Perfection

    White papers

    ESG in Fixed Income: Progress Over Perfection

    2020-06-30T09:36:00Z

    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.

  • The Irrelevant Election

    White papers

    The Irrelevant Election

    2020-06-30T09:18:00Z

    With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.

  • Coronavirus & Inflation in Advanced Economies - Slower for Longer

    White papers

    Coronavirus & Inflation in Advanced Economies: Slower for Longer

    2020-06-26T09:28:00Z

    If consumers manage to recover quickly and healthily, thanks in part to so much public money being put in their hands, supply may fall short and inflation could come back.

  • Consumers Are Betting On Herd Immunity

    White papers

    Consumers Are Betting On Herd Immunity

    2020-06-18T09:23:00Z

    There is much optimism in a rebound in PMIs, but the fear of a second wave is in the back of many minds. Trade deals continue to come about.

  • Will Europe Waste The Crisis?

    White papers

    Will Europe Waste The Crisis?

    2020-06-12T10:09:00Z

    Investors should be rooting for EU leaders as they attempt reforms that do more than just ease the immediate pain.

  • No Liftoff on the Horizon

    White papers

    No Liftoff on the Horizon

    2020-06-11T10:15:00Z

    The Fed Funds rate is set to remain at its zero-lower bound for several years, while the BOE and BOJ assess current policy next week, and more trade deals appear on the horizon.

  • The EM Default Picture - More Nuanced Than Headlines Imply

    White papers

    The EM Default Picture: More Nuanced Than Headlines Imply

    2020-06-08T09:46:00Z

    The coronavirus pandemic is 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.

  • Private Credit - The Turn of the Cycle

    White papers

    Private Credit: The Turn of the Cycle

    2020-06-08T09:42:00Z

    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.

  • Private Equity’s Return Persistence Through Downturns

    White papers

    Private Equity’s Return Persistence Through Downturns

    2020-06-08T09:13:00Z

    Although downturns are all uniquely challenging, there are historical patterns to consider as we try to understand the likely impact of COVID-19 on our existing private equity portfolio.

  • Why Aren’t Markets Tanking?

    White papers

    Why Aren’t Markets Tanking?

    2020-06-05T10:24:00Z

    There’s a list of reasons that might make an investor squirm, but there may be change afoot they should watch closely.