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

The Ghost Of “Inflation Yet To Come”

It’s still not the base case, but it's worth understanding what future inflation might look like—just in case.

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Macroeconomic & Geopolitical

Opening the Tap: Opportunities in Regulated Water Utilities

The need to bring capital to the nation’s water utility systems is clear: Deteriorated water infrastructure affects both the population and the environment.

White Paper - 20 min read

Hawkish Fed Makes Markets Rethink Pricing

Markets boosted and pulled forward rate hike expectations following the FOMC's hawkish shift, with three hikes priced for 2022. While our baseline outlook sees the Fed tightening this year, we believe it will remain accommodative, so growth doesn’t slow too much and derail the recovery.

The Week Ahead - 3 min read

Macroeconomic & Geopolitical

The Decarbonizarion Challenge & Path Toward Green Steel

The global steel industry is presented with a number of challenges to reduce its carbon footprint, and this is especially true in emerging markets.

Research Note - 4 min read

Macroeconomic & Geopolitical

Central Bank Palooza

The FOMC showed a hawkish shift but Fed Chair Jerome Powell successfully unwound some to suggest policy normalization won’t derail the recovery. Personal spending data will be watched closely to see if higher prices are impacting consumers and shifting from goods to services.

The Week Ahead - 3 min read

Macroeconomic & Geopolitical

Inflation Hits a Fork in the Road

A great divergence is coming into view on inflation, with the U.S. set to stand apart.

Research Note - 3 min read

Macroeconomic & Geopolitical

The Importance of "Kicking the Can"

Averting a fresh Ukraine crisis that would derail the global recovery means steering clear of both economic and military lanes.

Leading Thoughts - 3 min read

Macroeconomic & Geopolitical

Is This the Start of a Labor Force Liftoff?

Volatility amid the Omicron variant continues to dominate, including new restrictions in the U.K. that led the pound to hit new YTD lows. Rising U.S. inflation concerns and hawkish comments from FOMC leadership suggest the pace of taper is likely to increase next year.

The Week Ahead - 3 min read

Macroeconomic & Geopolitical

Omicron, Pi, Rho...

Omicron will not be the last variant that surfaces, especially with about half the Greek alphabet still unused. Much is still unknown about the risks, but they add another level of complexity to the outlook.

Monthly Macro Dashboard - 10 min read

Macroeconomic & Geopolitical

Economic Outlook Roundtable

The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the "top-down" and "bottom-up.”

Conversations - 9 min read

Macroeconomic & Geopolitical

What Rhymes With “Transitory”?

The search continues for a word that describes inflation that will not derail the recovery.

Leading Thoughts - 3 min read

Macroeconomic & Geopolitical

2022 Economic Outlook

Barings experts across public and private markets explore the outlook for the year ahead from both the "top-down" and "bottom-up," and weigh in on the key trends likely to shape opportunities in 2022 and beyond.

Podcast - 45 min listen

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