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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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
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
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
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
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
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
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
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
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