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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

Chekhov’s Gun & the Permanent Threat of Tariffs

The increasing prominence and permanence of trade threats is creating an awkward and complicated world for investors forced to navigate this new reality. What does this latest round mean for us?

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Macroeconomic & Geopolitical

Weekly Update May 24, 2019

The three things you need to know this week: Estimates of Global Growth Lowered, U.S. Budget Deal Sit-Rep, a Possible Populist Wave at the EU Parliamentary Elections.

Weekly Update - 4 min read
Macroeconomic & Geopolitical

Keeping Score on U.S./China Trade

Investors should watch the growing impact this escalation has on the U.S. consumer, the profitability of Chinese exporters and outlook for monetary policy.

Leading Thoughts - 3 min read
Macroeconomic & Geopolitical

Weekly Update May 17, 2019

The three things you need to know this week: Global Oil Demand Set to Slow, Fed Cut Expectations Rising, Earnings Update on Both Sides of the Pond.

Weekly Update - 4 min read
Macroeconomic & Geopolitical

April Macro Dashboard

Short-term uncertainties led the IMF to cut its global growth forecast by .2 to a still respectable 3.3% in April. Global central banks tilted dovish in a coordinated fashion following market weakness in December.

Monthly Macro Dashboard - 14 min read
Macroeconomic & Geopolitical

Weekly Update April 12, 2019

Cuts to global growth, a reaffirmation of global oil demand growth and the unending narrative of Brexit.

Weekly Update - 5 min read
Macroeconomic & Geopolitical

Weekly Update April 5, 2019

1Q earnings decline, worries on global services growth and the next leg of the Brexit saga.

Weekly Update - 5 min read
Macroeconomic & Geopolitical

March Macro Dashboard

Growth has slowed across the major economies even though forward expectations remain respectable. The recent equity market rally coincided with the dovish central bank tilt, but downside risks remain and signals from rates markets are still cautious.

Monthly Macro Dashboard - 13 min read
Macroeconomic & Geopolitical

February Macro Dashboard

Despite solid growth expectations, downside risks have increased alongside a deterioration in European and Chinese growth forecasts. The U.S. economy remains best positioned to outperform across the majors.

Monthly Macro Dashboard - 12 min read
Macroeconomic & Geopolitical

January Macro Dashboard

Global growth momentum has slowed amid the continued overhang of trade tensions and a broad repricing of risks assets following recent Fed rate hikes.

Monthly Macro Dashboard - 11 min read
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