All Equities articles
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White papersEquity market downturn: The path forward
In the post-Volcker era, the Federal Reserve (Fed) has typically exhibited a vigilant approach to fighting inflation. Whenever labor market tightness appeared and inflation was beginning to approach its target rate of 2% Core PCE, the Fed would often spring into action with rate hikes. This cycle, however, has been unique, with the Federal Reserve instead permitting inflation pressures to build-up rather than promptly stamping them out.
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Blog
‘Bad news is good news’ rate hopes spur equity rally in July
After months of battering, global equity markets enjoyed a reprieve in July, lifted by hopes that worsening economic signals and falling commodity prices might give central banks, led by the Fed, some leeway to dial back their tightening campaigns.
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Blog
Is the green economy the new “tech” sector?
Few industries can rival the technology sector’s growth, whose investable market cap grew fivefold over the last decade - but as the investment landscape becomes ever more blustery, with the winds of further interest rate rises on the horizon, the green economy is emerging as a candidate.
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White papers
Five misconceptions about dividend investing
Our ETF Investment Strategy team takes a closer look into dividend investing.
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White papers
US equities: Opportunities amid turbulence
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
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Blog
Factors go on the defensive in turbulent Q2
Global equity markets went into a protective crouch last quarter, and factor performance followed suit. Yield, Low Volatility and Value factors held their lead over Quality in most developed markets as investors rushed into steadier, less cyclically sensitive stocks and fled pricier growth stocks.
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White papers
Korea attracts international investors with an estimate-beating economy
Our ETF Investment Strategy team continues to have a constructive view on South Korea after a solid second quarter.
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Video
Where to invest now
Charles VanVleetis no stranger to difficult markets, having spent his entire career in the banking and asset management world. Now, as CIO of Textron, he imparts decades of wisdom on how to navigate the choppy waters we find ourselves in today.
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White papers
Performance Insights (Global) - August 2022
Equities and high-yield bonds rebounded in July, lifted by hopes that deteriorating economic data and falling commodity prices could give central banks (but mostly the Fed) leeway to dial back their tightening campaigns. After badly lagging in the first half, the US and growth stocks staged robust comebacks, while the US dollar rally stalled.
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Webinar
Barings Global Agriculture Webinar
Sustainable Agriculture: Doing More With Less to Support Future Generations
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Podcast
Private Equity 2.0 - Finding Tomorrow’s Opportunities Today
Mina Pacheco Nazemi joined the Streaming Income podcast to discuss where she and the Barings team are seeing the most compelling opportunities in private equity - including among emerging managers, women & diverse managers, and in unique structures like continuation vehicles.
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Webinar
Webinar Replay: Stock-Bond Correlation: A Global Perspective
For most of their careers, asset allocators have invested in a negative stock-bond correlation world. When stocks fall, sovereign bonds rising generally rise in value – providing a hedge against equities within a diversified portfolio.
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White papers
ESG in Equities: Engaging for Progress in Corporate Governance
When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.
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White papers
Diversity Leaders Open New Doors for Equity Investors
More companies are discovering that policies promoting diversity, equity and inclusion (DEI) are good for business. Equity investors who can find these “diversity leaders” will discover a promising source of return potential, especially in businesses that rely on human capital to drive innovation and business performance.
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White papers
Equity market downturn: Unraveling the decline
In the few months since March 16, when the Federal Reserve (Fed) finally started hiking policy rates in response to spectacularly high inflation, U.S. equities have tumbled. Since Fed liftoff, the S&P 500 has fallen 13%, bringing the total decline since the market’s peak in early January to over 21%—almost erasing all last year’s gains.
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Webinar
Factor behavior in the brutal Q2 market rout
Hear actionable insights on global and regional equity factor performances, sector exposures, rotation drivers and macro sensitivities in the second quarter. Following our presentation, we will look forward to answering your questions during the Q&A.
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White papers
*Mid-year outlook takeaways – Chronicle of a recession foretold*
Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question seems not whether there will be a recession, but when. Economist forecasts and earnings growth estimates, however, suggest a recession is not so certain. With growth already slowing more quickly than expected, markets are assuming central banks will not hike policy rates as much as was thought. But inflation may not fall enough to make that possible.
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White papers
Beyond ESG: Driving climate impact through private equity
Sustainable investment has become a driving force in financial markets. Asset owners and managers increasingly appreciate that their fiduciary duty to generate risk-adjusted returns requires an understanding of how vital financial, natural and human capital are in value creation.
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White papers
Equity Factor Insights - Quarterly Report: July 2022
Dividend Yield, Low Vol and Value factors gained favor across developed markets amid extreme turbulence, mostly at the expense of Quality and Momentum. In stark contrast, nearly all EM factors lagged except (small) Size. Return dispersion was greatest in Size, which was the top performer in Japan but the biggest laggard in the UK.
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Blog
Islamic finance converges with sustainability
One group of financiers believes it has a ready-made solution to the rapidly rising global concerns over sustainability.
