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
There’s More Than Huawei To Find Conflict With China
Growing tensions with China could lead to decisive reactions from Donald Trump and now Boris Johnson. U.S. retail sales are expected to improve in June, and the ECB will likely be in wait-and-see mode to assess the monetary measures it has already taken.The Week Ahead - 3 min read
How Will Economics & Politics Shape Markets in H2 2020?
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.Podcast - 39 min listen
Commercial Aviation Market Improving, Recovery Time is Uncertain
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover.Research Note - 2 min read
June Macro Dashboard
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover. Nevertheless, the COVID-19 pandemic will reshape the industry for years to come.Monthly Macro Dashboard - 5 min read
Coronavirus & Inflation in Advanced Economies: Slower for Longer
If consumers manage to recover quickly and healthily, thanks in part to so much public money being put in their hands, supply may fall short and inflation could come back.Research Note - 10 min read
The Trough is in—Let the Healing Begin
While there is still a long path to recovery, global June flash PMIs confirmed we have passed the trough as contraction eased. The U.S. Employment report will be released next week, and the pressure is on for Britain and Japan to come up with a deal.The Week Ahead - 3 min read
Consumers are Betting on Herd Immunity
There is much optimism in a rebound in PMIs, but the fear of a second wave is in the back of many minds. Trade deals continue to come about.The Week Ahead - 3 min read
The Irrelevant Election
With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.Leading Thoughts - 3 min read
Will Europe Waste The Crisis?
Investors should be rooting for EU leaders as they attempt reforms that do more than just ease the immediate pain.Leading Thoughts - 3 min read