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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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
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
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
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
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
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
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
What Rhymes With “Transitory”?
The search continues for a word that describes inflation that will not derail the recovery.Leading Thoughts - 3 min read