Content (735)
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White papersEM Debt: The Case for a Blended Approach
The EM debt universe is larger, more diverse and higher quality than many investors perceive, offering compelling opportunities today. Given the uncertainties ahead, investors may benefit from taking a blended approach.
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White papersMike Freno on Barings’ Approach to Growth
Chairman, President & CEO Mike Freno Mike Freno spoke with IPE about Barings’ approach to long-term growth and the evolving opportunity across private markets.
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White papersDebunking 5 Myths About EM Debt
Welcome to this month’s edition of Where Credit Is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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PodcastThe Expanding CLO Opportunity
Barings’ Steve Page discusses the growth of the CLO market, and why an increasingly diverse range of investors are attracted to the asset class
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White papersAI Infrastructure: Physical Barriers to a Digital World
In this paper, we explore the physical barriers that could have important implications for inflation, corporate margins and infrastructure completion.
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PodcastEM Debt: Still Undervalued?
Head of Global Sovereign Debt & Currencies, Cem Karacadag shares insight into the broad EM Debt universe and explains why spreads may be overcompensating for default risk.
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White papersHigh Yield Has Changed. Have Perceptions Kept Up?
Welcome to this month’s edition of Where Credit is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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White papersCLOs: A More Selective Opportunity Set
CLOs remain supported by resilient fundamentals, strong demand and attractive carry, but compressed spreads and growing collateral dispersion are raising the bar for credit selection, manager discipline and portfolio construction.
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White papersThe New Role of Geopolitical Risk in Bond Investing
Interest rate volatility is reshaping bond markets. We examine why geopolitical risks have become increasingly linked to bond market volatility since 2025, and discuss the implications for the term premium, fixed income positioning and investment opportunities.
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PodcastReplacing Equity Beta with High-Carry Credit
Trevor Slaven joins the podcast to discuss the rationale for and conclusions of his recent piece, Replacing Equity Beta with High-Carry Credit.
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White papersHigh Yield Holding Firm as Opportunities Evolve
High yield bonds and loans remain well supported by resilient fundamentals and strong demand, with attractive all-in yields continuing to drive investor interest even as spreads remain tight.
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White papersRe-Rating Korea: A Structural Case
Korean equities have rallied strongly since 2025, driven by AI and advanced technology demand that has lifted earnings expectations, particularly for semiconductor leaders. Beyond tech, improving governance, shareholder-friendly reforms, and broader opportunities support the investment case.
