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.
Europe Pivots from Brexit to Biden
The President-elect says "America's back," but Europeans (and global investors) ask "how long?"
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Macroeconomic & Geopolitical
Artificial Intelligence: Turbo-Charging The New Digital World
Building the foundations of Artificial Intelligence systems is a key driver of economic growth today. Specifically, combining Big Data and Machine Learning has the power to transform business models and whole industries.
White Paper - 20 min read
Macroeconomic & Geopolitical
Locking Down to Speed Opening Up
November's U.S. and E.U. flash PMIs may begin to teeter, and initial claims could show initial signs of greater layoffs as more shutdowns are enacted across the Western world. The vaccines present compelling data as Phase 3 trials show strong efficacies for preventing infections.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
Investor’s Guide to the Second-Most Important Economic Challenge
After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
A Vaccine to End All Lockdowns?
Vaccine progress led a rally in stocks, though questions remain. The PBOC is expected to keep policy steady at its November meeting amid a recovering economy, and despite positive data, full recovery in U.S. employment isn’t likely until greater childcare options are available.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
The Blue Wave Receded Before Reaching Shore
We continue to watch the unfolding election results amidst narrowing margins. The U.K. and EU are zeroing in on a solution to break the deadlock over their planned trade deal. China trade data for October is expected to show continued improvement amid a broadening economic recovery.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
Vaccine Distribution - The Logistics Challenge of a Lifetime
An effective vaccine distribution strategy requires near-perfection across the supply chain, orchestrating billions of vaccines from manufacturing facilities across various transportation modes, in sensitive climate-controlled environments, and to their final destinations.
Research Note - 3 min read
Macroeconomic & Geopolitical
The Election Is Finally Here: But What Does It Mean?
How will the election shift U.S. economic policy? Will Biden reshape American infrastructure, energy production and healthcare? How does a second Trump term differ from his first? The Investment Institute hosted public and private markets investors to examine the November 3 vote.
Webinar - 50 min watch
Macroeconomic & Geopolitical
Don’t Just Follow The Ball
Careful investors know to look where no one else is looking. This week is no exception.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
The “Not Quite” Recovery Meets the Second Wave
The recovery this summer was vibrant. Cheap credit and accumulated savings were used to satisfy pent-up demand, resulting in strong activity. U.S. consumers are showing up; the EU governments keep having the economy’s back; and in Asia, economies are full steam ahead.
Monthly Macro Dashboard - 3 min read
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