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.
Why the Post-Pandemic Economy Will Run Hot
As the U.S. Federal Reserve wrestles inflation lower, investors wonder increasingly if its traditional target still makes sense. Should policymakers really insist on driving inflation all the way down to 2%? Haven’t pandemic and war fundamentally altered global dynamics that drove rates ever lower? Isn't this time … different?
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
Eliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
The Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
More Complicated From Here
If you thought this year was difficult, just wait. The good news is that the extreme outcomes investors worried about through most of 2022 look less likely for 2023.
What Jerome Powell Really Wants for Christmas
Jerome Powell surely has a holiday wish list, especially facing a new year of slower growth, rising prices and inverted yield curves.
Europe's Political Strength Will Buffer the Coming Downturn
The recession will be painful, but the “old continent” is proving surprisingly adept at facing new challenges
One Small Step for CPI, One Giant Leap for Markets
A downside surprise in U.S. CPI led to a market rally amid hopes of a Fed pivot. Meanwhile, U.S. midterm elections suggest a divided Congress is ahead. Elsewhere, eyes will be on the U.K. Fiscal Statement next week.
The Food Price Conundrum: Can Markets Make a Difference?
While the COVID-19 pandemic disrupted global food markets, the Russian invasion of Ukraine has delivered a much bigger shock that has since been aggravated by drought and food export restrictions. However, some relief is possible if market forces are allowed to work again.