Viewpoints

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.

The U.K. led the rest of the world’s property markets in 2024—but now faces higher U.S.-style interest rates, and a much cooler Eurozone-style growth climate.

High yield bonds and loans have proven their ability to weather uncertainty and look well-suited for an environment in which rates, and potential rate volatility, may remain front-and-center.

In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.