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Policy and Regulatory Commentary
Remember the Electoral College
A poll released exclusively to the Washington, D.C.-based newspaper The Hill yesterday shows former Vice President Joe Biden’s national lead over President Donald Trump in the U.S. presidential race at 12 points
Market Outlooks
Weekly Macro Update: The Irrelevant Election
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With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.
Market Outlooks
Weekly Macro Update: Will Europe Waste The Crisis?
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Investors should be rooting for EU leaders as they attempt reforms that do more than just ease the immediate pain.
Policy and Regulatory Commentary
Looking Down Ballot
Last week, we discussed the state of the campaign for the White House, but President Donald Trump and former Vice President Joe Biden will not be the only two candidates with their names on the ballot this November.
Market Outlooks
[Webinar Replay] From Volatility to Opportunity in Emerging Markets Debt
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COVID-19, lower oil prices and the related shock to the global economy have weighed heavily on emerging markets debt—but opportunities have emerged as well. Join us as Barings’ EMD team shares their latest market views and discusses how they are navigating the current environment.
Market Outlooks
Weekly Macro Update: Why Aren’t Markets Tanking?
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There’s a list of reasons that might make an investor squirm, but there may be change afoot they should watch closely.
Market Outlooks
The strange irony of Covid-19
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The pandemic is exposing opportunities and the benefits of active management.
Fixed Income Insights
Entry points for emerging markets
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Attractive valuations exist across IG and high-yield credit segments.
Investing Ideas
The ESG emperor has clothes
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In times of crisis, human capital and stewardship matter even more.
Market Outlooks
5 reasons to think international now
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With the bottom appearing to be in, there's nowhere to go but up.
Market Outlooks
Glass half full
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We are optimistic at this critical juncture for the U.S. economy.