The Barings Investment Institute conducts proprietary research to help our teams make the most of the firm’s unique expertise in public and private markets around the world, while exploring the forces that shape long-term investment and capital decisions.
Finance ministers and central bankers should already be hard at work addressing the market’s systemic vulnerabilities.Read
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How Will Technological Disruption Strike Next?
Investors have been scrambling to identify industries about to feel the brunt of all those dynamic forces that have gained momentum since the emergence of the Internet in the late 1990s.White Paper - 16 min read
Coronavirus & The Next Global Financial Crisis
The actions, both real and perceived, taken by China’s government to contain the coronavirus should serve as an indication of how authorities there would (or wouldn’t) respond to a future financial crisis and contagion of a different kind in the global economy.Leading Thoughts - 3 min read
The Art of the (Trade) Deal
A wave of optimism surrounds trade deals poised to take place, including agreements between the U.S. and India as well as the U.K. and the EU, China’s government continues reacting to the coronavirus, and keep an eye on inflation data for the U.S. and Asia Pacific due next week.The Week Ahead - 4 min read
The Cruelest Month May Come Early This Year
The forecasts told us 2020 should be smooth and any turbulence wouldn’t come until later, if it came at all. Yet, we’re one month in and already risk is beginning to loom across three continents’ horizons.Leading Thoughts - 3 min read
Are We There Yet? Manufacturing is Likely Bottoming
Consumer and trade support U.S. fourth quarter of 2019 GDP and investment remains weak, January PMIs continue to improve globally and steel tariffs are set to expand beyond what is already in place.The Week Ahead - 3 min read
Going Viral: The Coronavirus or a Central Bank Holding Pattern?
Wuhan goes on lockdown while the U.S. shifts trade truce considerations to Europe. Meanwhile, Central banks remain optimistic for strengthening global growth, and we’re vigilant for potential insurance cuts from the BoE next week.The Week Ahead - 3 min read
Trump’s Trade Triumphs May Not Settle Markets for Long
Trade truce does not necessarily mean trade peace. Despite recent agreements by the U.S. with China and its North American partners, we’re still a long way away from what was recently considered normal, and the risk remains all-too clear at this week’s Davos “After-Party.”Leading Thoughts - 3 min read
Signed, Sealed, Delivered
A U.S.-China 'Phase One' trade deal is in the books, while December U.S. retail sales confirm a good holiday shopping season. All eyes will now be set on next week's Markit PMI releases to gauge whether easing tensions are beginning to be a boon to sentiment.The Week Ahead - 3 min read