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.
The Irrelevant Election
With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.
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Macroeconomic & Geopolitical
How to Invest in Water
Regional fresh water supplies face rising stress in spite of the planet’s seemingly abundant resources. Without laws and regulations to ensure that demand equals sustainable supply in populated arid regions, water risks running short.
White Paper - 22 min read
Macroeconomic & Geopolitical
The Trough Is In—Let The Healing Begin
While there is still a long path to recovery, global June flash PMIs confirmed we have passed the trough as contraction eased. The U.S. Employment report will be released next week, and the pressure is on for Britain and Japan to come up with a deal.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
June Macro Dashboard
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover. Nevertheless, the COVID-19 pandemic will reshape the industry for years to come.
Monthly Macro Dashboard - 5 min read
Macroeconomic & Geopolitical
Will Europe Waste The Crisis?
Investors should be rooting for EU leaders as they attempt reforms that do more than just ease the immediate pain.
Leading Thoughts - 3 min read
Macroeconomic & Geopolitical
No Liftoff on the Horizon
The Fed Funds rate is set to remain at its zero-lower bound for several years, while the BOE and BOJ assess current policy next week, and more trade deals appear on the horizon.
The Week Ahead - 3 min read
Macroeconomic & Geopolitical
Private Equity’s Return Persistence Through Downturns
Although downturns are all uniquely challenging, there are historical patterns to consider as we try to understand the likely impact of COVID-19 on our existing private equity portfolio.
Research Note - 3 min read
Macroeconomic & Geopolitical
Why Aren’t Markets Tanking?
There’s a list of reasons that might make an investor squirm, but there may be change afoot they should watch closely.
Leading Thoughts - 3 min read
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