Viewpoints

U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.

While IG credit overall looks compelling today, we believe there are four distinct areas of inefficiencies in credit markets that present an opportunity to generate alpha.

The U.S. real estate market held steady in the first quarter as solid underlying fundamentals provide a foothold for rising tariff headwinds.

In this Q&A, Orhan Sarayli explains that although infrastructure debt is not immune to the current market volatility, the powerful tailwinds driving demand are stronger than any economic or political cycle.

Head of Consumer ABF, Yulia Alekseeva, sheds light on the fast-growing area of asset-backed finance. She provides an overview of the types of assets that comprise the ABF universe and the attributes—such as income and diversification—that are driving growth in the space.

The Barings Structured Credit and Direct Lending teams explain what it took to price the market’s first European middle market CLO.

High yield bonds and loans remain fundamentally sound, with attractive breakevens and a solid margin of safety against default losses. With further volatility likely, we expect both challenges and opportunities to emerge.

The uncertainty characterizing today’s investment landscape makes a strong case for staying up in both quality and liquidity—and while there can also be value in volatility, careful manager and credit selection are key.

CEO & Chairman Mike Freno recently sat down with Financial News in London. Mike spoke about how private markets are in Barings’ DNA, and how any future M&A activity involving Barings is likely to be used to bolster its current range by offering adjacent strategies.