Viewpoints

Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today’s market.

In this paper, we explore the physical barriers that could have important implications for inflation, corporate margins and infrastructure completion.

In this month’s Where Credit is Due, we examine how the high yield market has evolved. Improved credit quality, stronger income generation and a growing focus on issuer-specific fundamentals are reshaping today’s opportunity set.

Real estate fundamentals strengthened in the second quarter as resilient demand and lower levels of new supply outweighed headwinds from economic uncertainty, slower demographic growth and resource constraints.

Private credit is drawing increased attention, but not all strategies behave the same. Traditional middle market direct lending is best understood by looking beyond headlines to underlying fundamentals—an approach that helps explain its continued role in long‑term portfolios.

Alternative real estate sectors are gaining traction. In this Q&A, Anar Chudgar explores what’s driving demand and how to underwrite these opportunities.

Chairman and CEO Mike Freno joined Bloomberg’s Romaine Bostick and Katie Greifeld at the Milken Institute Global Conference for a discussion on market volatility, private credit and how Barings is positioned as client needs continue to evolve.

Artificial intelligence is moving at breakneck speed. For credit investors, the challenge isn't chasing every headline—it's understanding how AI reshapes business models, cash flows and ultimately, creditworthiness.

Barings is preparing for Europe’s next real estate cycle with c.€2bn of equity capital to deploy, focusing on residential and logistics where fundamentals remain strong. As values reprice and supply stays constrained, the firm sees growing opportunity for disciplined, selective deployment across Europe.