Viewpoints

A cooling economic backdrop in Europe and prospects for further monetary policy easing favor core property—given its bond-like investment attributes—over secondary assets.

Barings’ Head of Global Real Estate Client Portfolio Management Greg Eudicone recently spoke with PERE Credit about how his focus has expanded from the U.S. to also include Europe, APAC, and Australia, as the platform grows and further integrates its investment, distribution, and origination capabilities across real estate debt and equity to meet the evolving needs of institutional investors.

With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.

A number of factors have converged to create a potentially compelling opportunity in EM debt. And with prices at attractive levels relative to history, now may be a good time to consider an allocation to the asset class.

From the rise of private markets to the proliferation of artificial intelligence (AI), the asset management landscape is changing quickly. How can managers stay relevant and competitive in the decade ahead? Martin Horne weighs in.

Given the combination of still-elevated yields, solid fundamentals and technicals, and a resilient U.S. economy, IG corporate credit looks well-positioned for the months ahead.

Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors.

With the favorable fundamental and technical backdrop firmly in place, and attractive income opportunities remaining in both bonds and loans, the case for high yield continues to be compelling.

In this Infrastructure Investor roundtable, Orhan Sarayli discusses what’s driving the growth in appetite for infrastructure debt, how today’s macroeconomic backdrop is creating opportunities, and why the asset class is appealing throughout the cycle.