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Market Outlooks
Weekly Macro Update: Investors Beware! Trump & Biden Agree On Something!
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China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Fixed Income Insights
Can EM Issuers Pay Their Debt—And Will They?
Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Fixed Income Insights
The Evolving Opportunity in Distressed Debt
As the pandemic recedes, some companies may have a harder time managing higher debt levels than others—and as weaker issuers undergo restructurings or other stressed situations, there may be opportunities for investors to deploy more capital into distressed debt strategies.
Market Outlooks
Weekly Macro Update: The Impact of COVID-19 on Commercial Real Estate Capital Markets
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While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.
Market Outlooks
Weekly Macro Update: The Pandemic’s Unexpected Upside
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Hurricane Laura and Typhoon Bavi left heartbreaking trails of destruction last week, triggering fresh headlines around the connection between severe weather and climate change—and fresh debate about the right climate policy in the midst of a pandemic.
Market Outlooks
Barings Investment Institute Webinar - What Can Korea Teach the World about the Path to Recovery?
As an export powerhouse, Korea’s trade volumes remain an important leading indicator of global demand. Korean authorities have also been successful in containing the early outburst of the coronavirus.
Market Outlooks
Weekly Macro Update: Keep Your Eye on the Loser
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In this brief lull between America's two main presidential conventions, the country’s political tectonic plates are shifting even in these freeze-dried, online versions without falling balloons, cheering crowds and silly hats.
Market Outlooks
Weekly Macro Update: A Promising Update on the Vaccine we are All Waiting for
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We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.
Fixed Income Insights
Weekly Macro Update: TikTok on the Clock, Now Don’t Let Fiscal Stimulus Stop
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TikTok may be the tip of the iceberg as the U.S. recommends tech companies remove Chinese apps from their app stores. Uncertainty around the next stimulus package may continue to weigh on consumer spending as we expect weaker data for July.
Market Outlooks
Weekly Macro Update: Taming the Golden Geese (Without Killing Them)
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After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
Market Outlooks
Weekly Macro Update: How Long Can This Go On?
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There is no good time for a pandemic, but for the U.S. economy there are bad times and there are really bad times.