News & Views

May 17 2013
Weekly review of global markets

Bank of England cautiously optimistic on UK economy. Consumer prices fall in the US. Modest improvement in economic sentiment in Germany. Japanese economy registers strong growth in the first quarter of 2013. Turkey cuts interest rates to 4.5%.

May 16 2013
Investment update following the election in Malaysia

The market’s reaction to the result has so far been positive with the MSCI Malaysia Index rising by 8.2% in US dollar terms since the election on May 5.

May 15 2013
Intermediaries increasingly nervous on global economic health

Eurozone growth remains the main concern amongst intermediaries, with 71% seeing it as one of the biggest macro-economic challenges to investment growth over the next six months, according to the latest Barings Investment Barometer.

May 14 2013
Monthly review of emerging markets, with a focus on the Asia-Pacific region

This monthly email is brought to you by Barings and provides a review of key events during the month of April across emerging markets.

May 10 2013
A weekly review of global markets

UK industrial production marginally increases in the first quarter of 2013. Unemployment in the US falls to lowest level since January 2008. Rate of decline in European manufacturing and services sectors slows. Japan’s economy continues to grow. Non-oil sectors in Saudi Arabia and the UAE continue to boom.

May 08 2013
European small and mid-cap equities

Looking ahead, we believe that European small cap equities will continue to deliver investors attractive returns.

May 03 2013
Weekly review of global markets

Conditions improve for UK manufacturers. US consumer confidence improves. European Central Bank cuts interest in response to weak economic activity across the euro area. Improving economic outlook in Japan as consumption and manufacturing activity increases. Significant growth in Indonesian and South Korean manufacturing activity.

April 26 2013
Weekly review of global markets

UK economy grows by 0.3% in first quarter of the year to avoid “triple-dip” recession. Positive signs in the US housing market. Economic outlook in Europe remains weak. Growing activity in construction and services sectors in Japan. Pace of growth in Chinese manufacturing sector slows.

April 19 2013
Weekly review of global markets

UK retail sales hit by cold weather in March, US economy expanding at ‘moderate pace’, European construction activity falls in February, Japan’s trade deficit increases in March, Chinese economy grows by an annualised 7.7% in the first quarter of 2013, Coca-Cola report strong sales volume growth in key emerging markets.

April 18 2013
High yield bonds

Given the strong fundamentals and income-generating ability of the asset class, investor demand for high yield bonds remains strong.

April 12 2013
Weekly review of global markets

UK production sectors remain subdued, despite first increase in activity in six months. US Federal Reserve debate costs and benefits of asset purchase programme. Industrial production rebounds in Germany and France. Improving outlook for Japanese economy. Inflationary pressures moderate in China.

April 10 2013
Barings upgrades equities as central banks commit to pro-growth policies

Baring Asset Management’s multi asset team has upgraded equities, adopting the highest risk profile it has held in several years to take advantage of the differing growth dynamics in global equity markets.

April 09 2013
Monthly review of emerging markets, with a focus on Latin America

This monthly email is brought to you by Barings and provides a review of key events during the month of March across emerging markets.

April 08 2013
Investment update on frontier markets

Frontier equity markets have performed strongly in recent months and we believe that they are set to be the next growth frontier.

April 05 2013
Weekly review of global markets

Encouraging signs in the UK services sector. US growth figures revised upwards for Q4 2012. Economic outlook across Europe remains bleak. Bank of Japan announces radical stimulus programme. Latest HSBC survey indicates rising economic activity in China.

March 22 2013
Weekly review of global markets

A weekly summary of global market events across the UK, Europe, Japan, US and emerging markets.

March 21 2013
Barings' views on the UK Budget 2013

Barings' views on the UK Budget announcement on 20th March 2013

March 15 2013
Weekly review of Global Markets

UK industrial production falls in January.US small business sentiment improves. Swiss National Bank keeps monetary settings on hold. Industrial production rises in Japan. Banxico cuts its key policy rate by 50 basis points to a record low. Volkswagen highlights growth of its business in emerging markets.

March 12 2013
Weekly review of global markets

This monthly email is brought to you by Barings and provides a review of key events during February across the world's emerging markets. Economic data and returns for the major stock market indices are provided. This month, we focus on Central & Eastern Europe and the Middle East & North Africa (MENA).

March 08 2013
Weekly review of global markets

A weekly summary of global market events across the UK, Europe, Japan, US and emerging markets.