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.
Will ChatGPT Lead the AI Revolution?
It’s official—artificial intelligence (AI) is back! The hype surrounding the rise (then fall) of crypto currencies, Web 3.0 and the all-too-early excitement around the Metaverse had stolen the limelight from AI over the past couple of years. However, summer 2022 marked a highly significant return to the headlines for it.
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?
Eliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
How to Calculate the Most Important Number You Need to Know
For better or worse, the path of this year’s U.S. Consumer Price Index will determine the level of markets.
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.
Why It’s About to Get Even More Complicated From Here
This year’s choices were hardly simple, but economic policymakers in China, Europe and the United States face much trickier decisions in 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