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.
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.”
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Macroeconomic & Geopolitical
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
Macroeconomic & Geopolitical
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
Macroeconomic & Geopolitical
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
Macroeconomic & Geopolitical
Ten Crises We Avoided This Year
It turns out that we are not entirely hostage to immutable economic cycles or raging political intrigue. Sometimes people make good decisions in spite of our expectations. Sometimes, to be honest, we are just plain lucky and the dice land well.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
Government Shutdown Bites the Dust
Boeing may have an impact on U.S. economic data, the U.K. Tories are back and stronger than ever, and the government shutdown is averted, for now.
Weekly Update - 3 min read
Macroeconomic & Geopolitical
December Macro Dashboard
The announced Phase One trade deal between the U.S. and China, as well as the Conservatives increasing their majority in the U.K. election, has tempered two of the biggest political risks hanging over the global economy. At least temporarily, sentiment is turning optimistic.
Monthly Macro Dashboard - 15 min read
Macroeconomic & Geopolitical
The Changing Investment Climate Around Climate Change
Investors need to pay attention regardless of the uncertainties (and the politics). The changing climate is already changing a lengthening list of prices, which is changing the climate for investments.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
Central Banks on Hold, USMCA in the Fold
FOMC and ECB meetings both signal a holds on rate changes and the USMCA likely to pass at the beginning of 2020.
Weekly Update - 3 min read
Macroeconomic & Geopolitical
Will Christmas Save The World?
So far this year, so good. The headlines may describe a world coming unglued, from Santiago to Hong Kong and trade wars to Brexit, but the average American’s urge to spend remains one of the strongest forces known to nature.
Leading Thoughts - 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.