All Market Infrastructure articles
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White papersData, power, and the next investment frontier
Cloud computing and artificial intelligence are driving an unprecedented surge in hyperscaler investment and reshaping the geography of global digital infrastructure
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White papersMIM Q3 2025 Private Credit Quarterly Review and Outlook
MetLife Investment Management originated approximately $11.5B across private credit markets in Q3 2025, driven by strong investor demand and disciplined execution across corporate private placements, infrastructure debt and asset-based finance. Activity remained diversified across sectors, supported by attractive spreads, stable credit fundamentals and an improving interest rate outlook. ...
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White papersInfrastructure Debt: The Long Game
Helping insurers deliver value to policyholders, shareholders and the world we live in through infrastructure debt.
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White papersGerman Infrastructure: Catalyst for European High Yield?
We believe the new German government’s infrastructure plans have the potential to materially benefit the European high yield market.
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White papersIs it prime for picking?
If you were to write down the combination of factors to create the ideal scenario for value-add investing, it would look remarkably similar to what we see in today’s markets. The alignment of deep repricing, intense liquidity pressures, the need to bridge the debt financing gap, a progressive regulatory environment, a reduced supply pipeline, evolving structural mega-trends and the loosening of interest rates have created a distinct opportunity for investors ready and able to deploy capital into real estate.
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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 papersCapturing upside while providing a downside cushion
With market dispersion near historic highs, we have rarely been so positive in the last two decades about the prospects for both the long and short sides of our portfolio.
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White papersNew diversity in green bonds may offer fertile ground for investors
The green bonds sector is changing. Years of powerful growth have not only brought it into the mainstream but have also delivered a richer, more varied universe for investors. As the world seeks the funds that will finance the energy transition and the road to net zero, we think this diversification will continue and evolve, rewarding those with the know-how to spot potential wrinkles as the opportunity set expands.
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White papersUnlocking the mid-market premium
In the following interview, Alessandro Merlo discusses the top factors which make infrastructure debt an attractive investment opportunity today, the most interesting deployment opportunities within the mid-market, amongst other key themes shaping the infrastructure debt market.
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White papersThe Best Way to Get a Car Out of a Ditch
And how investors should judge the next round of government spending.
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White papersAn Investment Scorecard for the Biden Administration
History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?
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White papersIs the euro’s rise a sign of greater resilience?
The complexity and fragility of European institutions have contributed to maintaining a specific political risk premium on European assets, including the euro. But institutions were ultimately strengthened when negotiators agreed in July to launch the New Generation EU package. The euro’s recent appreciation may be an early sign of decline in this “risk premium”.
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White papersFew Things Are Riskier Than Consensus
Investors should be concerned that market participants have begun 2021 with their views and positioning arguably more closely aligned than they have been for years.
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White papersDon’t Just Follow The Ball
Careful investors know to look where no one else is looking. This week is no exception.
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White papersSpecial Edition: The U.S. Votes: Our First Response
The U.S. has voted in the midst of arguably the most challenging environment for generations. Here’s our first take on the likely result and what it could mean for investors.
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White papersThe day after #12 - Changing shares of labour and capital incomes: what implications for investors?
The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United States and the United Kingdom. We believe the Covid-19 crisis, along with other factors, will trigger a rebalancing in favour of labour over the next two decades. A reversion to the long-term average ratio of labour and capital in the share of income would probably enhance social and political stability, and would better fit with a consumer-driven growth model.
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White papersThe day after the crisis: implications for long-term investors
In a recent piece of paper1 long-term investors found a broad analysis of the most relevant post-crisis elements they need to consider in order to make a more informed decision about their investments: central banks support, inflation situation, deglobalisation trend, low-carbon transition and inequality assessment were the main features to consider.
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White papersThe end of LIBOR: implications for investors
The London Inter-bank Offered Rate (LIBOR) is one of the main interest-rate benchmarks used in global financial markets. By the end of 2021, LIBOR reference rates and other interbank offered rates (IBORs) will be retired. What will replace LIBOR and other IBORs, and what does this mean for investors?
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White papersRecord US Index Concentration Adds Hazards for Investors
US growth companies led the second-quarter rebound, fueled by the five largest technology and new media stocks, which now comprise more than a third of the Russell 1000 Growth Index (R1000G). Investors should be alert to the risks of high benchmark concentration.
