Barings (Europe)

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  • 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.

  • 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.

  • 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.

  • 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.

  • Why 2 Degrees Celsius May Beat 2 Percent CPI weblink

    White papers 22 July 2019

    Investors should watch closely as some financial regulators begin to take a more expansive view of their mandates and pay more attention to the planet’s rising temperature.

  • A Man, A Plan, A Canal – A Trade War weblink

    White papers 22 July 2019

    Trade flows, like water, ultimately find their path. If you are looking to measure today’s global trade turmoil, there are worse places than the 51-mile stretch of canal that connects the Atlantic and the Pacific for roughly 6% of the world’s trade. (If you are a tourist passing through, moreover, there are few nearby beaches to compete for your time.)...

  • Views from the LPAC download

    White papers 18 July 2019

    Over our 25 years investing across private markets, Barings has had the opportunity to hold hundreds of Limited Partner Advisory Committee (LPAC) seats—helping mitigate conflicts of interest, and making suggestions to General Partners (GPs) and Limited Partners (LPs) on best practices.

  • Fixed Income: Looking Beyond the Index for Late-Cycle Value weblink

    White papers 16 July 2019

    Head of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, investment grade credit and emerging markets debt.

  • Private Equity: Where LPs Need to Do Their Homework Now weblink

    White papers 12 July 2019

    From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.

  • Assessing the Countries Making Headlines Across EM Debt weblink

    White papers 25 June 2019

    As emerging markets continue to dominate world news, Barings’ Ricardo Adrogué weighs in on the trade frictions with China, Venezuela’s evolving status as a political hotspot, and why he has high conviction in Mexico.

  • Where the Dry Powder Goes Next download

    White papers 18 June 2019

    Stuart Mathieson and Bryan High, portfolio managers for the Global Special Situations strategy, discuss the outlook for distressed debt investing—and explain how they’re finding opportunities throughout the cycle.

  • Four Reasons Security Matters Right Now weblink

    White papers 12 June 2019

    Amid the late stages of an elongated credit cycle, Martin Horne, Barings’ Head of Global High Yield, discusses four reasons why global senior secured bonds—a lesser known and perhaps underappreciated subset of high yield—could be an attractive option in the event of defaults.

  • Is There Style Drift in Middle Market Lending? weblink

    White papers 22 May 2019

    Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.

  • Global Emerging Markets Equities: Where Do We Stand? download

    White papers 9 May 2019

    In this Q&A, William Palmer and Michael Levy, Co-Heads for Emerging and Frontier Equities, discuss their approach to accessing the asset class, current trends, and why recent headwinds may be becoming tailwinds.

  • High Yield: A Swift Rebound weblink

    White papers 29 April 2019

    High yield bonds and loans posted a strong Q1 following the technically induced Q4 sell-off. With defaults still near historical lows, current spreads provide attractive risk-adjusted return potential.

  • EM Debt: Investing with Cautious Optimism weblink

    White papers 23 April 2019

    Sovereign debt outperformed in Q1 as geopolitical headlines continued to garner attention and commodities rallied. Risks remain for the asset class but some notable headwinds have now become tailwinds.

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