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.
History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?Read
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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
Is a Blue Wave Enough to Deliver Blue Skies?
Disappointing U.S. employment suggests slowing momentum amid rising cases, but growth is expected to pick up on the backs of greater potential fiscal stimulus and vaccine deployments. Improving data in China confirms the PBOC can pursue its path of less accommodative policy.The Week Ahead - 3 min read
The Blue Wave & The Bond Market
The most notable event shaping the U.S. bond market to start the New Year was the outcome of the Georgia Senate races.Research Note - 3 min read
Build. Demolish. Repeat. Why Japanese Housing Is Unique
While Japan shares many characteristics with the West – a democratic political system and capitalist economic system among them – one area that distinguishes Japan as an outlier is the attitude the Japanese people have toward their homes.Research Note - 3 min read
Will the Brighter New Year Stay in Sync?
As we all bid good riddance to 2020—its pandemic, its politics and its market volatility—the picture coming into view looks brighter. The arrival of vaccines sooner and more effective than expected offers the prospect of a faster and broader return to normal activities.Monthly Macro Dashboard - 10 min read
Will U.S. Stimulus Arrive Too Late?
U.S. consumer spending and employment are weakening amid Lockdown 2.0, though fiscal stimulus may be nearby. Meanwhile, improving activity data in China will likely keep the PBOC on the path to policy normalization.The Week Ahead - 3 min read
A Secret Plan for America’s New China Policy
It’s based on the reviled and maligned Trans-Pacific Partnership, so don’t tell anyone.Leading Thoughts - 3 min read
Will Washington Deliver a Holiday Miracle?
U.S. initial claims increased amid rising COVID cases, adding more fuel to the stimulus negotiations fire growing in Congress. China activity data for November should improve, and the Bank of England is expected to remain dovish given the pandemic and Brexit.The Week Ahead - 3 min read
How Does Diversity Deliver Results?
As investors encourage asset managers and firms to boost management teams’ diversity, it feels like the right thing to do. But does it also deliver better results?Research Note - 3 min read
Software Investment & Job Growth in Japan
COVID-19 has adversely affected overall business fixed investment in Japan, with all industries as a whole expecting the declining trend of business investment for 2020, according to a September Bank of Japan Tankan survey.Research Note - 2 min read