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Market Outlooks
Where We See Opportunities Ahead
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The news today makes the short-term economic outlook uncertain. Yet, we invest for the long term, not just for the next few months or even years. Given the attractive valuations we saw near the end of the first quarter, we think long-term returns look much better for investors now than they did just three months ago.
Please join our discussion with President and Global Chief Investment Officer Daniel Needham, Co-Head of Target Risk Strategies Dan McNeela, and Head of US Equity Strategies Michael Corty.
Market Outlooks
Weekly Macro Update: The Pandemic & The “Thucydides Trap”
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Recall that when we last left our rivals, they had just struck a partial agreement on rebalancing bilateral trade even as they continued to snarl about the long list of intractable issues that divided them.
Policy and Regulatory Commentary
The SECURE Act: 4 Key Changes Advisors Need to Know About
At the end of last year, Congress passed the SECURE Act as part of the year-end appropriations bill and introduced some big changes to the retirement system in the U.S.
Many people saving for retirement probably will not notice anything all that different. However, financial advisors need to be aware of four key changes, particularly for clients near retirement.
Policy and Regulatory Commentary
Emergency Interest Rate Cuts—Will They Work? Do They Matter? Frequently Asked Questions
Taking pressing questions and getting our in-house investment professionals to answer them in a jargon-free manner.
Investing Ideas
Beyond the Index – Equities: Finding Long-term Growth Amid Current Volatility
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Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.
Market Outlooks
Markets in Crisis: Q1 Update and a Look Ahead
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In this podcast, Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on where they see opportunity in the days ahead.
Market Outlooks
Crisis or Opportunity? 3 Simple Ways to Think About Markets Today
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The coronavirus pandemic has brought uncertainty to today's markets and complexity to the way we think about the future. To simplify, President and Global CIO Daniel Needham offers a few key points for both advisors and investors to remember in these unprecedented times.
Fixed Income Insights
Beyond the Index – A Traders’ View on How Fixed Income Markets are Operating
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Dr. Christopher Smart hosts a conversation with Barings’ senior traders, Steve DiVittorio and Rishi Kapur on the mechanics of how fixed income markets are functioning in the current crisis, how that compares to past periods of extreme volatility, and what opportunities may result.
Fixed Income Insights
Beyond the Index – EM Debt: When Prices Decouple from Fundamentals
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Dr. Ricardo Adrogué discusses how the global pandemic has impacted emerging markets, including implications for sovereign and corporate debt markets, as well as interest rates and currencies.
Fixed Income Insights
CLOs: Volatility Continues, But Value Opportunities Emerge
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As macro volatility continued to pummel markets throughout the first quarter, CLOs felt the effects—with dramatic price moves among tranches as investors clamored for liquidity. But we believe that those who invest with an active manager and take a long-term view will benefit.