All Global articles
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White papersGlobal Investment Views - October 2024
Capital markets whipsawed between a weakening US labour market and hopes that the Fed would successfully steer the economy towards a soft landing. Markets are optimistically interpreting the latest policy action, which could potentially boost consumption and investment. The other narrative is that the Fed would not have implemented a big cut without having apprehensions on the economic front.
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White papersQ3 2024 CIO Review and Outlook
Many emerging markets have delivered a robust performance this quarter amid a number of headwinds and we expect key geographies to build on that in the coming months.
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White papersGlobal Risk Report: Resilient Investing Amid Geopolitical Uncertainty
Investors face a challenging dilemma. While geopolitical strife calls for rethinking risk management, shocks may appear too frequent, and too great in number, to effectively mitigate their impact. Some investors feel the best course of action is to focus on trends that are more predictable or quantifiable—and deal with geopolitical surprises when they transpire.
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White papersAchieving impact in direct lending
The Alcentra European direct lending team looks at the key characteristics and evolution of impact investing and discusses whether this could be a well-suited investment strategy to achieve impact and financial goals.
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VideoA falling rate environment
The outlook for money market funds remains buoyant, says Debbie Cunningham, CIO, Global Liquidity Markets.
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White papersInfrastructure Debt: ‘A Critical Part of the Capital Solution’
In this podcast with Infrastructure Investor, Pieter Welman participated in a lively conversation on how infrastructure debt is a core part of the capital solution in the transition to a cleaner and more digital-dependant world. Listen to the full episode to hear his latest insights on the infrastructure debt market, including where he and the Barings team are seeing opportunities today.
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White papersAll to Play for in 2024
In this PDI Q&A, Bryan High discusses the trends and dynamics likely to shape direct lending through the remainder of 2024.
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White papersHigh Yield: Scaling the Maturity Wall
The maturity wall facing high yield bond issuers has garnered much attention. But given the market’s short duration profile, lower prices and higher-quality relative to history, the reality facing issuers is less daunting.
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White papersFixed income perspectives Q3 2024: A resilient U.S. economy
Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. economy. And while the Fed continues to navigate a potential soft landing, global central banks are actively transitioning onto a path of easing policy.
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VideoNot all strategies look like ours: Sustainable Global Equity
In this video, Martin Todd and Henry Biddle highlight the key differentiators that have driven the strategy’s success and made it stand out in a competitive market.
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PodcastOuterblue Convictions – Global Investment Views – Back to reality
This August financial markets went on a rollercoaster ride. Stock markets started the month with huge declines and soaring volatility, before recovering towards month end. What lessons should investors take away from this summer’s events, as the market jitters continue into September?
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White papersMacroeconomic and financial market forecasts - September 2024
Macroeconomic forecasts as of 5 September 2024
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White papersWhen the stars align: Opportunities in global investment grade corporate bonds
The turn in the interest rate cycle toward lower rates potentially provides a strong backdrop for fixed income. And with its high quality, attractive yield and duration profile, we believe investment grade credit could be well positioned to provide investors with strong returns over the coming investment cycle.
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White papersCross Asset Investment Strategy - September 2024
Topic of the Month - The JPY carry trade: what’s next?
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White papersPrivate equity fosters agritech innovation
The growth of impact investing in private equity strategies is enabling a broader set of investors to benefit from companies delivering transformative agritech solutions and regenerating broken food systems.
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White papersGlobal Equity ESG, H1 2024 Report
To make ESG investing truly effective, investors must integrate high-quality data into the investment process. For our Global Equity ESG team, the EU’s Principal Adverse Indicators (PAIs) are a useful tool to support portfolio analysis and direct engagement with companies.
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White papersAccessing private assets: One structure doesn’t fit all
Governments and regulators around the world continue to make private markets more accessible. We explore the fund structures gaining the most attention outside the US, like RAIF, Part II UCI, ELTIF, and SPC.
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White papersAddressing climate impacts and nature loss through real assets
The effects of climate change are a megatrend on a global scale, influencing the expected risk-return profile of real assets investments and the opportunity set for investors. The increasing frequency and severity of physical climate hazards, as well as nature loss resulting from changing ecosystems requires new ways of thinking about financial risk and return in real assets investments.
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Asset Manager NewsThe IHA 2024/25 finalists at a glance
The International High-Rise Award is aimed at architects and developers whose buildings are at least 100 meters high and have been completed in the past two years. The jury evaluates the nominated projects with the criteria: future-oriented design, functionality, innovative building technology, integration into urban development schemes, sustainability and cost-effectiveness.
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White papersGlobal small caps: headwinds turning into tailwinds
Alan Rowsell, fund manager of the Premier Miton Global Smaller Companies Fund, looks at what has affected small caps around the world and whether the odds are in favour for a small cap resurgence.
