Viewpoints

Despite the looming headwinds that could impact global trade, there are still reasons for optimism on the outlook for U.S./Mexico trade—which suggests the opportunity in border port industrial markets remains attractive.

Germany’s potential fiscal support and debt brake reform are creating a supportive environment for German equities—but risks remain on the horizon.

David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.

In this Q&A with Private Debt Investor, Rupert Gill discusses why European real estate debt presents a potentially compelling opportunity today.

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.

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

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.