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.
The Pandemic Productivity Shock
Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
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Macroeconomic & Geopolitical
Artificial Intelligence: Turbo-Charging The New Digital World
Building the foundations of Artificial Intelligence systems is a key driver of economic growth today. Specifically, combining Big Data and Machine Learning has the power to transform business models and whole industries.
White Paper - 20 min read
Macroeconomic & Geopolitical
Outlook Upgraded, But Still Not in First Class…
The IMF upgraded their 2020 growth outlook due to better-than-anticipated U.S. and euro area 2Q20 GDP, but noted a long and uneven recovery. Global flash PMIs will likely show differentiation by region next week, and Brexit negotiations are expected to continue into November.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
So How About that Vaccine?
How close is a vaccine? Who will make money? What’s the impact to other health care sectors? Alexandra Hillier, Ben Eaton & Akan Oton join the Investment Institute and discuss public and private markets on what keeps us up at night (and home much of the day).
Webinar - 49 min watch
Macroeconomic & Geopolitical
What Can Korea Teach the World about the Path to Recovery?
Korea is a leader in global trade and was successful in containing early coronavirus outbreaks. John Park, Representative Director in Korea, joins the Investment Institute to explore the outlook for Korea’s economy and the lessons it may offer the global recovery.
Webinar - 48 min watch
Macroeconomic & Geopolitical
Deal or No Deal?
Several nations around the world await deals, whether it is another fiscal stimulus package or a trade agreement between the U.K. and EU. Global inflation data is likely to remain contained, and U.S. September retail sales are expected to post another modest rise.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
Scenarios Around the “Not Quite Recovery”
We’ve come a long way since March, but there’s still a long road ahead. So far, the recovery is encouraging but the permanent damage to employment remains to be seen, as does the resilience of company balance sheets.
Monthly Macro Dashboard - 10 min read
Macroeconomic & Geopolitical
The Biggest Threat to the Global Recovery Lies Beneath This Dome
Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
Global PMIs Suggest the Recovery is Getting Wavy
Global PMIs show differentiation by country and a wavy path to recovery. The U.S. September employment report is expected to show continued improvement in the labor market, but at a slower pace. U.K. Prime Minister Boris Johnson announced sweeping virus-control measures.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
Investors Beware! Trump & Biden Agree On Something!
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
The Fed Upgrades Forecast & Downgrades Dots
The Fed signals no rate hikes through 2023 amid a slow return of inflation. Yoshihide Suga, Japan's new prime minister, should continue Shinzo Abe's platform with a smooth transition, while global flash PMIs next week should shed light on how the recovery is unfolding in September.
The Week Ahead - 3 min readWe use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.