Content (605)
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White papersPrivate Credit: Back to School with Optimism in the Air
As investors say goodbye to the beach and return to their desks, the private credit market greeting them upon their return offers some of the most attractive dynamics in years.
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White papersGlobal High Yield Roundtable
Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA’s Global High Yield Roundtable and discussed that state of the high yield market today, and how the team are navigating elevated levels of volatility.
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PodcastInfrastructure Debt: The Growing Attraction
Orhan Sarayli, Head of North America on Barings’ Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.
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White papersThe Evolving Opportunity in Infrastructure Debt
In addition to infrastructure debt’s defensive nature, diversification benefits and potential to offer compelling risk-adjusted returns, infrastructure’s “essentiality” underscores its appeal throughout the economic cycle.
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White papersThe Short & Long of the AI Rally in Equities
AI is likely to have a major impact on economic productivity and corporate profitability, and—like previous technology paradigm shifts—will likely produce a long list of losers and a short, but growing, list of winners.
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White papersReal Assets 2.0: Riding the Next Wave in Infrastructure Investing
The new generation of infrastructure is creating opportunities with characteristics similar to those of traditional infrastructure—yet often at values the market may not fully recognize.
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White papersWhere is Mexico Headed a Year Out from a Critical Election?
As the single six-year term of leftist Mexican President Andres Manuel Lopez Obrador winds down, preparations for the June 2024 general election are heating up. What does this mean for EM debt investors?
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White papersHigh Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
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VideoPrivate Credit: Opportunity in a Directionless Economy
In this interview, Ian Fowler and Adam Wheeler explore how today’s uncertain macroeconomic environment is shaping private credit, where the greatest challenges and opportunities are emerging, and what lies ahead for the asset class.
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White papersThree Reasons Why the Fixed Income Environment May Be Better Than You Think
While there are a number of risks creating volatility and unease across the market, there are also reasons to believe that today’s fixed income markets offer a range of compelling opportunities.
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PodcastThree Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and “real assets 2.0.”
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VideoBarings 360° Conference
Barings 360° was designed to challenge conventional wisdom, facilitate thought-provoking conversations, and expand investors’ perspectives on a wide range of asset classes.
