All Global articles
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White papersFuture Quality Insights: The path to clean, secure and affordable energy
Investment Insights from the Global Equity Team: Today’s choices and tomorrow’s returns
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Podcast
Navigating Secondaries Amid Choppy Markets
Private equity investors continue to experience a complex market environment, facing many macro headwinds and prolonged uncertainty.
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White papers
Bonds are back: credit markets focus during 2023
This year, we expect the global economic environment to feature sluggish growth and an extended period of sustained high inflation. For the credit market, it will be a tale of two halves:
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White papers
Come Together: Opportunities Among Divergent Views
If there was ever a market environment that called for unbiased views and the ability to pivot, this would be it. With higher volatility, diverging macroeconomic conditions, and heightened uncertainty, investors are wondering what they could be doing differently and where they should stay the course.
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Podcast
Emerging Markets Debt: An Early Spring?
Ricardo Adrogue, Head of Global Sovereign Debt and Currencies discusses the Barings’ team’s increasingly positive view on the outlook for emerging markets debt.
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Video
Global Private Credit
In 30+ years of managing private credit, we have learned that a disciplined approach and a truly global platform are key to performing through economic cycles.
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White papers
Why we see favorable entry points emerging for REITs
Listed REITs have likely priced in a recession; Our analysis points to a recovery next.
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Blog
Are long-term US Treasury yields reaching the cycle peak?
Seven-to-ten-year US Treasury yields reached above 4% by the fourth quarter of last year, hitting multi-decade highs following a series of interest rate hikes since March 2022.
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White papers
2023 Global Real Estate Outlook
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.
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White papers
Beyond ESG: Government incentives delivering green transition
Governments are deploying a ‘carrot and stick’ approach to manufacturers around the world in an effort to reduce carbon dioxide emissions. This has resulted in renewable electricity becoming more profitable than energy from fossil fuels.
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White papers
2023 global ETF outlook: Playing defence and investing tactically
What’s ahead for exchange-traded funds (ETFs) globally in 2023? Jason Xavier, our Head of EMEA ETF Capital Markets, explains where he sees areas of growth and opportunity—including smart-beta ETFs, income-oriented strategies, and select emerging markets.
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Video
5 Themes for 2023: Blowing hot and cold
After a depressing 2022, markets have got off to a flying start. Should investors ride the wave? Have long-term yields peaked? Is the recession risk fairly priced in equities and High Yield credit? Can we still count on the Fed put? Will portfolio diversification start working again?
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White papers
Outlook 2023: Blowing hot and cold
Our Annual Outlook provides our key views and investment implications for the coming year
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White papers
Key Investment Themes for 2023
2022 saw geopolitics dominate attention, with events in Ukraine unsettling and resetting markets and the global economy. Meanwhile, investors also contended with eye-watering inflation, steep rate hikes and higher volatility across the board.
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White papers
A Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.
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Podcast
2023 Global Real Estate Outlook
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.
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White papers
The Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
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White papers
Climate Action Report
As the window to act on the climate emergency narrows, as a global investor, business and employer, we know that our response to tackling the climate crisis must go beyond what is expected of an asset manager calling itself ‘responsible’. Here, we report on our progress, innovations and commitments that lie at the heart of our climate strategy.
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White papers
The 2023 Inflation Outlook
Inflationary pressures have been a headwind for financial markets, so recent reports showing a declining trend in prices have been encouraging to investors. While moderating inflation may slow—or even pause—Fed hikes in the near term, we believe that an interest rate cut is unlikely if inflation settles above the Fed’s 2% target.
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Podcast
The Investment Podcast: Dissecting the real estate and recession dynamic
With a third of the global economy expected to fall into recession in 2023 according to the IMF, Jose Pellicer considers previous recessions of 1991 and the Global Financial Crisis, as well as the price of risk during economic contraction and the countries and sectors that could be in favour.
