All Global articles – Page 6
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White papersDon’t overlook the world: The case for going global in equity investing
Argues that global diversification offers better risk-adjusted returns as leadership broadens beyond U.S. equities.
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White papersInvesting Amid the Chaos
Political noise can become deafening, but investors should tune into the quieter drumbeat of strengthening economic fundamentals and the broadening-out story reshaping equity markets.
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White papersBuilding resilience with flexible fixed income opportunities
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects a global expansion of 3.2% in 2025, buoyed by a rebound in activity, despite ongoing trade frictions.
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White papersThe case for infrastructure debt: Stable income in a changing world
Infrastructure underpins the 21st century global economy. From power networks and digital connectivity to renewable energy and social assets, infrastructure provides critical services with long-term demand drivers. These assets are often supported by regulated frameworks or long-term contracts that deliver returns through economic cycles.
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White papersGlobal equities forge ahead
Global equities posted strong gains in 2025, with non-U.S. developed and emerging markets outperforming the S&P 500 Index for the first calendar year since 2006. As we enter 2026, modest economic growth, gradually declining interest rates, and positive earnings momentum may provide support for equity markets, though elevated valuations and potential volatility warrant careful consideration. Our latest analysis explores how investors might balance growth-oriented holdings with allocations to global infrastructure and dividend-growing companies as they seek portfolio resilience and stable income potential. Read the full analysis.
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VideoTalking Markets – Premier Miton (Ireland) Global Dynamic Credit Fund
What will steer bond markets in the months ahead? Lloyd Harris, Fund Manager of the Premier Miton (Ireland) Global Dynamic Credit Fund, shares why he believes the US is poised to stimulate both the economy and markets, and what this could mean for interest rates, credit spreads and bond valuations. He also considers the geopolitical risks currently sitting in the background, how these could feed through into higher commodity prices, and why that matters for inflation and bond investors.
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White papersBeyond the myths: The case for investing in emerging markets
Emerging markets are gaining prominence as a strategic pillar for long-term portfolios, offering robust economic growth, structural trends, and diverse investment opportunities. Yet, many investors remain cautious – often influenced by outdated perceptions of political and economic instability.
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PodcastConnecting Capital to Opportunity: A conversation with Barings Chairman & CEO, Mike Freno
In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long‑term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.
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White papersPrivate capital in 2026: Foundations for a changing market
Lower financing costs, improving buyer-seller alignment, and pressure on sponsors to transact may create conditions for greater private capital deal activity in 2026. However, recent experience has reinforced the challenges of forecasting market outcomes. Our latest analysis focuses on four enduring investment principles that may matter regardless of how the macro environment evolves: maintaining disciplined underwriting standards, identifying less crowded market segments, prioritizing flexible capital solutions, and navigating increasing performance dispersion across managers. Read more.
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White papers
Global Investment Views - February 2026
The year began eventfully, with the US using its military strength and economic leverage to achieve President Trump’s foreign policy goals. The Fed receiving subpoenas and military action in Venezuela did not move oil prices and risk assets. But his threats to the sovereignty of a NATO ally sparked temporary volatility, with markets eventually recovering from that scare and US lagging the other regions. Fiscal profligacy and inflation concerns in Japan pushed bond yields up.
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White papersPloughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability. Yet these challenges are catalysing a transformative opportunity. Precision agriculture technologies, which optimise input use and automate operations, are poised to deliver both sustainability gains and compelling economic returns.
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White papersGeopolitics, tariffs and market volatility
Markets were volatile in the past few days following a weekend escalation centred on President Trump’s threats to impose additional tariffs on eight NATO members unless the US was allowed to purchase Greenland from Denmark.
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White papersGeopolitical swings in the spotlight in Davos
The global equilibrium is evolving, particularly amid significant geopolitical shifts that are causing increased volatility in financial markets. President Trump’s threat to impose additional tariffs on eight NATO members — unless the United States were allowed to purchase Greenland from Denmark (a threat that was withdrawn a few days later) — initially caused a short market sell‑off, followed by a relief rally last week. Meanwhile, the European Parliament voted to suspend ratification of the EU‑US trade deal, which would otherwise have come into force on 7 February. This does not mean the deal is dead, but that Europe is adopting a ‘wait‑and‑see’ approach.
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White papersThe structural deficit: Analysing the widening gap in global timber supply and demand
The traditional characterisation of timberland as a fringe or “alternative” asset class is increasingly difficult to sustain in the face of contemporary economic data.
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White papersQ4 2025 repo update
In the fourth quarter of 2025, fiscal risks took precedence over monetary policy moves which, due to clear forward guidance, didn’t offer many surprises. In the UK, much of the final quarter was dominated by Budget leaks and speculation, as the Government prepared it over a period of 12 weeks.
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White papersAfter a banner year for bonds, strategic opportunities emerge
After a strong year for bonds, fixed income markets are entering 2026 amid structural shifts: from fiscal policy’s growing influence to evolving distinctions between developed and emerging markets. While credit spreads remain tight, opportunities may exist through selective positioning across diverse credit sectors. Our latest analysis explores how extending beyond traditional corporate bonds and focusing on quality within below investment-grade sectors could support income objectives and portfolio diversification in this evolving landscape. Find out more.
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White papersFixed Income Investment Outlook: 1Q 2026
After a generally stellar year for fixed income, 2026 looks more demanding, with fewer rate tailwinds and tight spreads putting a premium on security selection and global diversification, particularly as tail risk rises.
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White papersDynamic global fixed income: Investing across the cycle
Despite a year of numerous challenges, the global economy has been resilient and valuations across major asset classes remain elevated. Against this backdrop, some economic signals are now indicating potential softness, which could challenge these stretched valuations.
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White papersUnified Global Alternatives – Hedge Fund Bulletin: December 2025
Global markets delivered mixed results in December, shaped by muted risk appetite despite the anticipated US Federal Reserve rate cut, ongoing uncertainty around AI/technology sector leadership, and concerns about the soft labor market and manufacturing weakness.
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VideoMulti Asset - Eurozone equities have “more short-term potential”
Diversified multi-asset portfolios look set for attractive returns in 2026. The US continues to benefit from a balanced ‘Goldilocks’ economy with government stimulus bolstering growth. Fiscal expansion also beckons for the eurozone and Japan, creating an overall favourable setting for risky assets.
