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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Opening the Tap: Opportunities in Regulated Water Utilities
The need to bring capital to the nation’s water utility systems is clear: Deteriorated water infrastructure affects both the population and the environment.White Paper - 20 min read
Is the U.K. the Newest Leading Indicator?
An upside surprise in U.K. inflation and improving employment trends reinforced markets pricing a 10–15 bps rate hike by the BoE in December, while energy prices eased following the announcements from China, which could provide downside pressure to market inflation expectations.The Week Ahead - 3 min read
The economic recovery looks set to continue as we shift focus to 2022, with ongoing support from government spending, business investment, and household demand. But the risks on the horizon include tangled supply chains, lingering price pressures, and further surges of COVID-19.Webinar - 48 min watch
2022 Economic Outlook
Barings experts across public and private markets explore the outlook for the year ahead from both the "top-down" and "bottom-up," and weigh in on the key trends likely to shape opportunities in 2022 and beyond.Podcast - 45 min listen
A Tough Week For Team Transitory
The upward surprise in the U.S. consumer price index stoked market fears surrounding higher and more persistent inflation. Meanwhile, inflation hedges such as gold and silver rose. The impact was also felt across the Atlantic, with euro area rates moving up.The Week Ahead - 3 min read
Taper Arrives Without a Tantrum in Sight
The FOMC announced it will begin taper this month, but clear communication ahead of the announcement successfully avoided a taper tantrum. While Fed Chair Jerome Powell remained dovish, viewing price pressures as transitory, he noted increasing risks to the outlook.The Week Ahead - 3 min read
What's at Stake with the Nord Stream 2 Pipeline?
Nord Stream 2 (NS2) is Russia’s attempt to bypass Ukraine’s demands for higher revenues and politically weaken its government’s bargaining power with NATO. NS2 when complete will transport natural gas directly to Germany. From a political perspective, NS2 ruffles many feathers.Research Note - 3 min read
Shoppers Jump-Start an Early Q4 Pickup
Stickier price pressures continue to stoke fears of U.S. inflation. Markets are currently pricing in rate hikes, which has led to increases in the short-end of the U.S. Treasury curve. The downward movement in the long-end suggests markets may be worried about a policy mistake.The Week Ahead - 3 min read
The Risks Ahead That No One Fully Understands
The economy may return to more “normal” patterns next year, but it will also bring hazards we have never seen before.Leading Thoughts - 2 min read
Shaking Off The Third-Quarter Slowdown
While U.S. consumer spending in Q3 is set to slow notably from the strong Q2 pace, the upward surprise in September retail sales suggests it has room for a pick-up in Q4.The Week Ahead - 3 min read
The Brave New World
Supply chain disruptions persist, making the global reopening much less smooth. Contagious variants still weigh on activity, and vaccination levels in major emerging markets have progressed marginally. An energy price shock has added to the unpleasant mix.Monthly Macro Dashboard - 10 min read