Barings (Europe)

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  • High Yield: Rates, Recessions and Relative Value weblink

    White papers 10 October 2019

    While there is no shortage of risks to consider in today’s high yield markets—from ESG to the end of the credit cycle—Barings’ Martin Horne describes how taking a contrarian approach can help investors uncover pockets of value...

  • Emerging Markets Sovereign Debt: Does Active Management Pay? download

    White papers 10 October 2019

    The performance of Emerging Markets Sovereign Debt can—and does—vary widely from country to country. In this piece, Barings’ Cem Karacadag explores how an active approach can be key to selecting the most attractive opportunities, while also avoiding the bad apples.

  • September Macro Dashboard download

    White papers 30 September 2019

    Global leading indicators ticked up slightly in August, but remain in contraction territory. While global growth has slowed, risks are tilted to the downside. The mounting toll of higher trade costs, decreased investment and dwindling confidence are weighing on growth.

  • Objects in Mirror Are Closer Than They Appear weblink

    White papers 27 September 2019

    Investment Risks Are Harder to Ignore Economists know that even the freshest data only records what has already happened, and their visibility of what may come is murky at best. Recent sightings in the rearview mirror look increasingly ominous as the U.S. enters a record 123-consecutive months of expansion. The faint glimmers ahead may well prolong it for a little while, but they had better get brighter soon or else be overwhelmed by the gathering gloom.

  • Equities: Is it Time for Dividends to Come Back in Style? weblink

    White papers 25 September 2019

    In the latest episode of Streaming Income, Darryl Lucas, Head of Equity Income, provides insight into how the Barings team seeks to capitalize on the power of compounding dividends while aiming to lower risk in the process.

  • Are High Yield Investors Being Compensated for Risks? weblink

    White papers 24 September 2019

    In the context of today’s fundamental backdrop and default outlook, spread levels suggest investors are being fairly compensated, relative to other points in the cycle, for the amount of risk they are taking.

  • ECB Easing and Trade Deescalation Boost Markets download

    Asset Manager News 13 September 2019

    The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.

  • Britain’s Most Likely Destination weblink

    White papers 13 September 2019

    It Won’t Become Some Sort of Hermit Kingdom in the North Sea.

  • Is short-term noise masking a long-term opportunity in EM Equities? download

    White papers 1 September 2019

    Emerging markets (EMs) are in the headlines on a regular basis—both with positive and negative news flow—but rarely do we hear the whole story.

  • Distressed Debt: Seeking Opportunity in Choppy Waters download

    White papers 28 August 2019

    Investors are increasingly looking to distressed debt as the credit cycle matures. But with a competitive landscape and significant growth in private credit and European high yield, this cycle could look different than those of the past. Stuart Mathieson, Head of Barings’ Global Special Situations group, and Bryan High, Co-Portfolio Manager of the strategy, discuss how the macro environment is impacting their outlook, and where they’re seeing opportunities today.

  • Distressed Debt: Seeking Opportunity in Choppy Waters download

    White papers 22 August 2019

    Stuart Mathieson, Head of Barings’ Global Special Situations group, and Bryan High, Co-Portfolio Manager of the strategy, discuss how the macro environment is impacting their outlook, and where they’re seeing distressed debt opportunities today.

  • European Smaller Companies: An Evergreen Growth Opportunity download

    White papers 20 August 2019

    In this Q&A, Nick Williams, Barings’ Head of Small Cap Equities, discusses the opportunities his team is seeing in the current environment, and explains why an active approach, combined with rigorous, bottom-up stock selection, is key to identifying high-quality companies.

  • U.S. Loans: Challenged Market or Veiled Opportunity? weblink

    White papers 20 August 2019

    With loan and bond yields currently comparable, we believe—in a somewhat contrarian view to the market—there is a good argument for investing in loans, particularly in the U.S., where the economy appears to be marginally stronger than in Europe.

  • Don't Panic - Just Yet - How to navigate the buoys and the rocks of today’s markets. weblink

    White papers 19 August 2019

    There’s a moment that sends a chill down the spine of any sailor when a rock suddenly appears, off wrong side of the bow. It doesn’t really matter whether the chart was wrong or the skipper missed a buoy—it’s undeniably a sign of trouble.  That same cold jolt struck investors this month with the arrival of inverted yield curves, wilting inflation expectations and an array of other economic oddities that weren’t on their charts. But it would be wrong to panic now.

  • Distressed Debt: How This Cycle May Be Different weblink

    White papers 15 August 2019

    Barings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the significant growth in private credit and European high yield since the last cycle.

  • U.S. Loans: Challenged Market or Veiled Opportunity? weblink

    White papers 13 August 2019

    With loan and bond yields currently comparable, we believe—in a somewhat contrarian view to the market—there is a good argument for investing in loans, particularly in the U.S., where the economy appears to be marginally stronger than in Europe.

  • Pick a Number, Any Number weblink

    White papers 6 August 2019

    Among Three Central Rate Forecasts, The Middle Still Feels Right. While most of the financial world stares at the U.S. Treasury curve with a mix of discomfort and confusion, those investors who are taking a view mostly line up around three forecasts for 10-year yields. These predictions may be carefully modeled and explicit, or they could be more like a feeling in their bones. But it helps to know where you line up as you put your own money on the table.

  • The Great Disappearing Trade Deal weblink

    White papers 5 August 2019

    The Great China Trade Deal evaporated before our eyes last week and investors should stop hoping it back into existence. In the increasingly tense relationship between Washington and Beijing, tariffs, retaliation and escalation are all just part of the furniture now.

  • What We Know, What We Don’t Know, What We Think weblink

    White papers 29 July 2019

    It’s not even clear that central banks themselves understand what’s going on. Lower unemployment doesn’t seem to nudge inflation higher, as it once did. Commodity prices may, but not reliably.

  • Fixed Income: Upending the Conventional Approach download

    White papers 23 July 2019

    Michael Freno, Head of Global Markets, shares his view on where value can still be found in fixed income, despite the uncertain current environment—and why investors may need to look beyond traditional indexes in high yield, investment grade and emerging markets debt.

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