Viewpoints

The EM debt universe—larger, more diverse, and of higher-quality than generally perceived—offers compelling opportunities today. But given the uncertainties ahead, there are potential benefits to taking a blended approach.

How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Streaming Income podcast to help parse signal from noise.

From changing interest rate expectations to potential political resolutions, there are reasons to believe that European smaller companies may be at a turning point.

On February 18, Barings announced it has entered into a definitive agreement to acquire Artemis Real Estate Partners (“Artemis”), an $11+ billion real estate investment firm. This acquisition will strengthen Barings’ position in the U.S. real estate market and accelerate the platform’s long-term growth by combining the firms’ complementary investment capabilities and expertise. The transaction is expected to close in the first quarter of 2025.

Patrick O’Sullivan, Head of International Insurance Solutions, spoke to Insurance Asset Risk’s Robert Leeming to discuss his role and the insurance sector’s changing approach to investing in private markets.

CEO & Chairman Mike Freno spoke with Bloomberg's Barry Ritholtz on the “Masters in Business” podcast about his path to the CEO role, the formation of modern Barings, and what’s next for the global platform amid evolving market dynamics.

The real estate recovery continues to gain ground, but at this moment the new U.S. President—and the potential impact his policy agenda could have on property fundamentals and values—is top of mind.

Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets.

CLOs look well-positioned in the current environment, particularly given their floating-rate nature, robust structural protections, and potential for incremental yield—but risks remain on the horizon.