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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Macroeconomic & Geopolitical
The Next-Most Dangerous Trade War
Why Investors Should Keep an Eye on Mounting Trade Friction Elsewhere.
Leading Thoughts - 3 min read
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
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?
Leading Thoughts - 3 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 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.