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Market Outlooks
Fixed Income Quarterly – January 2020
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Falling interest rates and continued investor demand drove positive returns across fixed income in 2019—but with a number of risks on the horizon, volatility is almost a given. Barings’ portfolio managers across the high yield, emerging markets debt, structured credit and investment grade markets share their views on what to expect in the months ahead.
Market Outlooks
Weekly Macro Update: Headwinds in Global Growth Outlook, but a Smooth Landing Expected
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Global growth outlooks are the weakest since the recession and the U.S.-China trade deal may be delayed through the new year. Meanwhile the FOMC is likely to remain on hold in December.
Market Outlooks
The Market Has a Math Problem
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The market has a math problem—or does it? It all depends on where rates go.
Market Outlooks
Weekly Macro Update: ECB Easing and Trade De-escalation Boost Markets
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The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.
Market Outlooks
Weekly Macro Update: U.S. Consumer Holding Up; Global Manufacturing Still Weak
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The three things you need to know this week: Fed Beige Book cites U.S. consumption holding up well, bad Chinese debts continue to rise and a U.K Parliamentary shakeup amid Brexit.
Market Outlooks
Weekly Macro Update: Manufacturing Sector Contracts
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The three things you need to know this week: U.S. budget deficit projections raised, the Italian Prime Minister resigns and leading indicators continue to show manufacturing.
Market Outlooks
Weekly Macro Update: Inversion Obsession
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The three things you need to know this week: Yield curve briefly inverts, some U.S. tariffs are delayed and ECB stimulus expectations rise amid fears of a sustained slowdown.
Market Outlooks
What's the Price of Uncertainty?
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Uncertainty & demographics put a premium on cash flow.
Market Outlooks
An Improving Narrative?
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Jurrien Timmer April 2019 Commentary: I think the storyline is about to get better for markets