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.
With So Much Liquidity, It’s Time to Double-Check the Plumbing
Inflation fears look exaggerated so far, but risks buried deep in balance sheets can never get too much attention.
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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
Spring has Sprung from Seeds of Spending
In the U.S., fiscal stimulus and vaccine rollout are already leading to improvements in the service sector. In Europe, upward revisions to PMIs show policy support is minimizing the pain of renewed lockdowns. Meanwhile, the PBOC remains optimistic about China’s growth outlook.
The Week Ahead - 3 min read
No Blue Period: Art as an Alternative Real Asset Investment
Technologies such as blockchain may soon enable retail and institutional investors to own shares in major paintings and other art forms.
Research Note - 3 min read
How to Invest in the “Best of All Possible Worlds”
Markets should worry less about inflation and more about government investment that produces higher rates of sustainable growth.
Leading Thoughts - 3 min read
Watch For More Inflation Jitters
Markit flash PMIs show that, in the U.S., easing of restrictions, vaccine rollout, and fiscal stimulus are aiding the rebound in manufacturing and services sectors. However, supply chain shortages are causing a rise in manufacturing input prices on both sides of the Atlantic.
The Week Ahead - 3 min read
Hell, Heaven & the Next Bonanza of Mispriced Assets
While markets focus on post-pandemic recovery, regulators have been sounding the alarm on the need to price in long-term climate risk.
Leading Thoughts - 3 min read
The U.S. Grabs the Global Recovery Baton…
Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
The Week Ahead - 3 min read
All Hail the Spender of Last Resort
Vaccines are being rolled out, economies are reopening and the recovery is coming. However, it won’t be the same everywhere.
Research Note - 5 min read
Central Banks Tread a Fine Line
We will watch the FOMC meeting to see how the Fed responds to the newest stimulus bill. In Europe, the ECB said it will increase the path of purchases through the PEPP. Finally, China’s annual NPC meeting reiterated the government’s stance toward longer-term structural reform.
The Week Ahead - 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.