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.
Investors Beware! Trump & Biden Agree On Something!
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
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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
The Fed Upgrades Forecast & Downgrades Dots
The Fed signals no rate hikes through 2023 amid a slow return of inflation. Yoshihide Suga, Japan's new prime minister, should continue Shinzo Abe's platform with a smooth transition, while global flash PMIs next week should shed light on how the recovery is unfolding in September.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
Central Banks Talking the Talk after Walking the Walk
Look for messaging, more than actions, at global central bank meetings. U.S. retail sales are expected to hold up in August despite the expiration of unemployment benefits, and the Brexit Isles are upon us as talks heat up.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
The Impact of COVID-19 on Commercial Real Estate Capital Markets
While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.
Research Note - 4 min read
Macroeconomic & Geopolitical
The Pandemic’s Unexpected Upside
The coronavirus lockdown seemed sure to delay the world’s climate agendas but may instead have given them an unintended boost.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
The Glass Is Still Half Full (For Now)
World economies have rebounded from lockdowns faster than expected despite much differentiation among them. Much still depends on further progress in managing COVID-19 and continuing policy stimulus.
Monthly Macro Dashboard - 8 min read
Macroeconomic & Geopolitical
Keep Your Eye on the Loser
The election’s winner will drive market sentiment for the next several months, but the loser could reshape economic policy for the decade.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
Preparing for Jackson Hole Virtual Backgrounds
Look for insights from the Jackson Hole Economic Symposium next week. Personal spending and income growth are expected to slow in July amid financial concerns weighing on consumer confidence. Talks with China should begin soon as the U.S. continues to lay restrictions.
The Week Ahead - 3 min read
Equities
ESG in Mining: A Quiet Revolution is Surfacing
There's a quiet revolution underway in mining that is delivering more change than it has seen in centuries. Investors, like many observers, have long had a negative view of the environmental, social and governance (ESG) records of the mining industry.
White Paper - 18 min read
Macroeconomic & Geopolitical
A Promising Update On The Vaccine We Are All Waiting For
We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.
Research Note - 3 min readWe 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.