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.

Macroeconomic & Geopolitical

Congratulations, Graduates! Wall Street Needs You!

And yes, you can build a purposeful life around a career in financial services, especially now that revolution is at hand.

Read

Macroeconomic & Geopolitical

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

Macroeconomic & Geopolitical

Europe Moves from Strength to Strength

European data is confirming that our “Best of All Possible Worlds” scenario is unfolding there. In the U.S., consumers are transitioning spending from goods to services and are poised to unleash pent-up demand. In Asia, industrial activity continues to come in strong.

The Week Ahead - 3 min read

Macroeconomic & Geopolitical

Stop-and-Go Economy Refuses to be Stopped

If last year’s life-under-a-pandemic experience was unusual for every human on the planet, this year’s recovery stands apart in the history of recoveries.

Monthly Macro Dashboard - 10 min read

The G7 Deal on a Global Corporate Tax: Revolution or PR Stunt?

Large global companies may see their average tax bill increase 9%—a hit to profits, but not an unsurmountable one.

Research Note - 3 min read

Macroeconomic & Geopolitical

Transportation Costs Put the Pedal to the Metal

Rising demand for goods, combined with supply chain disruptions, is causing delivery times to soar as transport costs rise.

Research Note - 3 min read

Macroeconomic & Geopolitical

Europe is Readying For Their Summer Arrivals

European economic data is surprising to the upside, pointing to a strong Q2 rebound. In the U.S., the release of pent-up demand is leading the service sector to take off. In Asia, further progress in vaccination campaigns should trigger a more balanced recovery in the region.

The Week Ahead - 3 min read

Macroeconomic & Geopolitical

Inflation, Expectations & Listening to Your Parrot

“Catch a parrot,” goes the old adage, “teach him to say ‘supply and demand’ and you have an excellent economist.”

Kaleidoscope - 3 min read

Macroeconomic & Geopolitical

The Emerging Markets Recovery & The Race Ahead

With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.

Leading Thoughts - 3 min read

Macroeconomic & Geopolitical

Consumption Resumption or Data Malfunction?

In the U.S., April retail sales eased following a stimulus check-induced surge. Separately, supply constraints may have weighed on housing starts, but strong demand should support new construction this year. Elsewhere, in China, investment and manufacturing continue to be strong.

The Week Ahead - 3 min read

Macroeconomic & Geopolitical

Running Out of People

Understanding the forces that will one day fuel persistent price increases helps clarify why inflation is less of a problem now.

Leading Thoughts - 3 min read

Macroeconomic & Geopolitical

Too Hot? Too Cold? Maybe Just Right

In the U.S., inflation surprised to the upside. In Europe, while U.K. 1Q21 GDP showed concerning signs, the outlook is turning brighter. Elsewhere, commodity prices boosting producer prices in China does not warrant any aggressive monetary tightening.

The Week Ahead - 3 min read

You are now leaving Barings.com. We make no representations about the accuracy or completeness of the information contained in any external sites and assume no liability of the content or presentation of external sites.

Would you like to proceed?

Yes Don't Leave

The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

This material should not be construed as a recommendation, and Barings is not soliciting any action based upon such information. Additionally, the strategies and funds may not be available to all investor types in all jurisdictions. In some jurisdictions this website may contain advertising.

Copyright © 2021 Barings. The BARINGS name and logo design are trademarks of Barings and are registered in U.S. Patent and Trademark Office and in other countries around the world. All rights are reserved.

We use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.