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 delivered a boost to cashless commerce, but fresh designs for digital money will disrupt far more than coins and bills.Read
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Value or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.White Paper - 20 min read
Green Light to Fiscal Expansion
EU fiscal rules shouldn't restrain governments from spending what is necessary before economies recover. In the U.S., fiscal stimulus is boosting spending, particularly among lower-income consumers. Lastly, China PMIs showed temporary weakness.The Week Ahead - 3 min read
Five Factors Shaping the Global Economy in 2021
From interest rates and inflation to government stimulus and multi-speed recoveries, Dr. Christopher Smart tells us what we know today—and what we still need to find out—about the global economy’s comeback from COVID-19.Podcast - 31 min listen
How Deep Are The Scars?
What helps reconcile market euphoria with the very mixed global data is that central bankers remain concerned about the pandemic scars and have reiterated their accommodative stance.Monthly Macro Dashboard - 10 min read
Value from Values: Building Frameworks for ESG Investing
With investors hoping their money can deliver returns and advance core values at the same time, asset managers have been testing different approaches. The biggest challenge comes in translating these values and an organization’s social goals into actionable investment strategies.Webinar - 55 min watch
Markets Worry, but Central Banks Stay on Message
The Fed Chairman reiterated a commitment to accommodative policy despite markets penciling in an earlier rate hike. Elsewhere, early data from China shows consumer spending held up well even with travel restrictions, suggesting the PBOC can taper stimulus this year.The Week Ahead - 3 min read
Mario Draghi: Deus Ex Machina or Knight of the Apocalypse?
The Future of Italy and Implications for Europe.Kaleidoscope - 5 min read
Who Will Balance the Budgets?
It’s not today’s problem, but it’s a question investors will start asking more often as the Republican Party confronts its identity crisis.Leading Thoughts - 3 min read
Can Draghi’s Europe Catch up With Biden’s America?
A rise in U.S. retail sales showed that fiscal stimulus is working and keeping shoppers in the driver’s seat. In Europe, smaller fiscal support and tighter restrictions have weighed on consumer spending but investment and export growth point to a stronger second half of 2021.The Week Ahead - 3 min read