All Global articles – Page 31
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White papers
Macroeconomic Picture - February 2023
United States: The US economy has been showing signs of deceleration, as the fiscal and monetary policy drag weigh on activity, although at different intensity.
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White papers
Market Scenarios and Risks - February 2023
We revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced in, especially by equity markets.
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White papers
Fiorino: Many banks, multiple outcomes
Fiorino considers the many alternatives as the market wave function rolls over the banking sector in 2023…
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Asset Manager News
GLP Capital Partners announces new structure as dedicated global alternative asset manager focused on investing in high-growth, new economy sectors
GLP Capital Partners (“GCP”) today has approximately $125 billion in total assets under management worldwide
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White papers
Macro Perspectives: Recession, inflation and duration considerations
Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 as investors run towards fixed income? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
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White papers
Multi-Asset 2023 Outlook: Inching Back to Normalization
2022 was a historically volatile year for global markets, as rapid monetary policy tightening led to steep losses across equities and bonds. In the second half of the year, inflation started to decelerate from multi-decade highs and markets started to find clarity around a possible end date for rate hikes. But with monetary policy expected to stay tight, investors face further deceleration in economic growth in 2023—and possibly a recession.
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White papers
Practical Implications of the New Regime
You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic?
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White papers
Market Perspectives: Divergent perspectives February 2023
‘Market Perspectives’ provide our monthly macro & market outlook and investment recommendations
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White papers
Four trends could power an industrial renaissance
Weighing in at 1.37 million pounds and with tires twice the height of a grown man, Caterpillar’s 797 trucks are a sight to behold.
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White papers
Global Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.
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White papers
Macro Matters - Better than feared. Worse than hoped.
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papers
Sustainability watch: electric vehicles, hydrogen power, and natural capital
A sustainability revolution is underway and we believe it provides one of the biggest investment opportunity in history.
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Podcast
Navigating Secondaries Amid Choppy Markets
Private equity investors continue to experience a complex market environment, facing many macro headwinds and prolonged uncertainty.
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White papers
Lifting the lid on packaging and food waste
In the seventh article in our Insights series on the social and environmental impacts of the global food system, Lisa Lange examines the problem with plastic food packaging, and highlights some positive engagement outcomes.
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White papers
Bonds are back: credit markets focus during 2023
This year, we expect the global economic environment to feature sluggish growth and an extended period of sustained high inflation. For the credit market, it will be a tale of two halves:
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White papers
Come Together: Opportunities Among Divergent Views
If there was ever a market environment that called for unbiased views and the ability to pivot, this would be it. With higher volatility, diverging macroeconomic conditions, and heightened uncertainty, investors are wondering what they could be doing differently and where they should stay the course.
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White papers
New food systems: precision fermentation and cultivated meat
Feeding a growing population in a sustainable manner requires an overhaul of existing food systems. Substituting meat for meat alternatives could help reduce global agricultural land use and associated emissions.
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White papers
Emerging-Market Equities: Can the Bounce Be Sustained?
It’s been a long, hard slog for emerging-market (EM) equities. Since peaking in late 2010, EM stocks have underperformed global developed equities amid a confluence of macroeconomic and market headwinds. Now, a regime change unfolding in global markets may actually help improve conditions for beleaguered developing-world stocks.
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Podcast
Emerging Markets Debt: An Early Spring?
Ricardo Adrogue, Head of Global Sovereign Debt and Currencies discusses the Barings’ team’s increasingly positive view on the outlook for emerging markets debt.