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.
Don’t Just Follow The Ball
Careful investors know to look where no one else is looking. This week is no exception.
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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
Anything But 20-20 Vision...
Advanced estimates show easing of COVID restrictions led U.S. GDP to soar as second waves have hit Europe and new government restrictions are being implemented. U.S. Election Day is Tuesday; watch Florida, Arizona, and North Carolina—key swing states that may indicate the winner.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
The Election Is Finally Here: But What Does It Mean?
How will the election shift U.S. economic policy? Will Biden reshape American infrastructure, energy production and healthcare? How does a second Trump term differ from his first? The Investment Institute hosted public and private markets investors to examine the November 3 vote.
Webinar - 50 min watch
Macroeconomic & Geopolitical
The “Not Quite” Recovery Meets the Second Wave
The recovery this summer was vibrant. Cheap credit and accumulated savings were used to satisfy pent-up demand, resulting in strong activity. U.S. consumers are showing up; the EU governments keep having the economy’s back; and in Asia, economies are full steam ahead.
Monthly Macro Dashboard - 3 min read
Macroeconomic & Geopolitical
Readying For Record-Breaking Rebounds in GDP
Q3 GDP confirmed China’s rebound, while we watch for U.S. and EU data next week. The BOJ and ECB will likely hold policy steady, but look for messaging on economic and policy outlooks. Executive orders and employment recovery should support U.S. personal income and spending.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
The Pandemic Productivity Shock
Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
Outlook Upgraded, But Still Not in First Class…
The IMF upgraded their 2020 growth outlook due to better-than-anticipated U.S. and euro area 2Q20 GDP, but noted a long and uneven recovery. Global flash PMIs will likely show differentiation by region next week, and Brexit negotiations are expected to continue into November.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
So How About that Vaccine?
How close is a vaccine? Who will make money? What’s the impact to other health care sectors? Alexandra Hillier, Ben Eaton & Akan Oton join the Investment Institute and discuss public and private markets on what keeps us up at night (and home much of the day).
Webinar - 49 min watch
Macroeconomic & Geopolitical
What Can Korea Teach the World about the Path to Recovery?
Korea is a leader in global trade and was successful in containing early coronavirus outbreaks. John Park, Representative Director in Korea, joins the Investment Institute to explore the outlook for Korea’s economy and the lessons it may offer the global recovery.
Webinar - 48 min watch
Macroeconomic & Geopolitical
Deal or No Deal?
Several nations around the world await deals, whether it is another fiscal stimulus package or a trade agreement between the U.K. and EU. Global inflation data is likely to remain contained, and U.S. September retail sales are expected to post another modest rise.
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.