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.
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How to Invest in Water
Regional fresh water supplies face rising stress in spite of the planet’s seemingly abundant resources. Without laws and regulations to ensure that demand equals sustainable supply in populated arid regions, water risks running short.White Paper - 22 min read
Unemployment Claiming Year's Only Gold Medal
Continuing claims are set to increase substantially as more workers become unemployed during the pandemic, the Trump administration struck a deal on a $2 trillion package, and the Olympics will be pushed out a year.The Week Ahead - 3 min read
One Quarter Or Two?
Markets will stabilize when investors start to focus on the same question.Leading Thoughts - 3 min read
Gold at the End of the Government’s Rainbow
Initial claims show the first impact on the U.S. labor market and are likely to increase, the second U.S. stimulus package is in the books and a third is on the way while the ECB announces a Pandemic Emergency Purchase Program.The Week Ahead - 3 min read
Central Banks & Cheap Oil Keep on Rollin'
Central banks have turned accommodative as oil prices continue to decline and digital taxes on tech companies are likely to be implemented by early Spring. Watch for FOMC and BOJ meetings next week for further easing.The Week Ahead - 3 min read
Why are markets so wild? Just listen to the voices in your head.Leading Thoughts - 3 min read
Trump, Sanders or “Bloomiden”
It's as stark a choice as we have had in a long time, but the macroeconomic outcomes may not be so different.Leading Thoughts - 3 min read
WHO Said Money Can't Buy Health?
Greater fiscal stimulus measures are continuing to take place globally as a result of virus concerns, Super Tuesday will hopefully provide more clarity on the U.S. presidential election and the impacts from Boeing’s 737 Max are weighing on economic data.The Week Ahead - 3 min read
February Macro Dashboard
Global growth is expected to be weighed down and U.S. GDP will likely temper in Q1 as the virus persists. Risks are tilted to the downside in China and Japan as well.Monthly Macro Dashboard - 6 min read
Metternich, Modi & Markets
Don’t count on 19th-century diplomacy to tackle 21st-century challenges.Leading Thoughts - 3 min read
U.S. Inflation & U.K. Consumer Test Positive
The U.K. rebounds on retail sales and the U.S. PCE deflater, the Fed's preferred inflation indicator, is expected to rise. This winter's warmer weather has also brought more upside to housing and construction but has begun weighing on utilities.The Week Ahead - 3 min read