All Investors articles – Page 6
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White papersCold Storage: A Niche Property Heating Up
The cold storage sector was viewed as a non-institutional property type for most of the last century, but that view has changed in the last 15 years. Institutional capital began to gravitate toward the sector in a meaningful way beginning in the early 2010s, and that process has accelerated in recent years. Since 2015, cold storage transactions accounted for only 0.4% of total commercial real estate investment activity in dollar terms.
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PodcastVolatility: Finding True Diversifiers
As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how can tools like dynamic diversification help strengthen portfolios?
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VideoCLOs: Past, Present & Future
Barings’ Head of Global CLOs, Adrienne Butler, retraces the history of the CLO asset class from its emergence in the late-1990s through the trials of the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.
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White papersRationalized
Trevor Slaven and Ben Gillingham of Barings’ Multi-Asset Strategy & Allocation team explore how investors can manage risk and capitalize on opportunities in this analysis of the Trump administration’s announced tariffs and their resulting impact on global economies and markets.
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White papersDriving Opportunities Through Bespoke Capital Solutions
In this Q&A, Michael Searles explains why capital solutions strategies continue to gain attention despite the current uncertain backdrop and looming maturity wall.
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White papersPrivate Credit 2.0 Is Here
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
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White papersEquity Outlook: Finding Silver Linings in Very Cloudy Markets
As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.
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PodcastOuterblue Talks Research - Seat belts fastened for the global economic rewire
The market roller coaster continues. After riding a wave of optimism in Europe in the wake of the German fiscal bazooka to increase defence spending, the confirmation of US tariffs sent markets suddenly plunging. What will be the economic impact of Trump’s approach to trade and tariffs?
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WebinarWhat’s Next for Europe and the World
Against a backdrop of rising geopolitical tensions and a shifting transatlantic relationship, our panel of experts - Monica Defend, Head of Amundi Investment Institute & Chief Strategist; Amaury D’Orsay, Head of Fixed Income; and Barry Glavin, Head of Equity - share their initial assessments of recent trade tariffs and their implications for the global economy and markets, with a special focus on Europe.
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White papersTariffs explained: Assessing global economic impact
The much-anticipated “Liberation Day” on 2 April has provided investors with more details on the direction of US trade policy under the Trump administration. Despite hopes of a more moderate approach, the tariffs were much more substantial than expected, raising the prospect of lower economic growth, higher inflation and interest rate cuts.
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White papersApproaching peak uncertainty in the Strait of the Sirens
Adding to stocks, trusting the sailors.
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White papersTrump tariffs roil markets. What’s next?
If investors were looking for a reason to sell US stocks, they found it in President Donald Trump’s sweeping tariffs. Following several weeks of volatility sparked by on-again off-again tariffs, Trump’s 2 April announcement of higher-than-expected levies against virtually every US trading partner sent shockwaves through global financial markets.
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White papersTop ETF misconceptions debunked
To maximize the benefits of the ETF wrapper, it is vital to appreciate how, when, and with whom to trade ETFs. We dispel common myths and explain how a deeper understanding of the ETF ecosystem can assist clients in achieving best execution
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White papersMarch jobs report: Calm before the storm
March’s strong jobs report, with a surprise 228,000 payroll gain, offered markets brief relief amid rising policy uncertainty. Yet, the data likely lags reality, as trade-related disruptions and federal layoffs begin to weigh on the labor market. While the Fed may offer support, its ability to cushion a government-driven shock remains limited by inflation concerns.
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VideoMulti-Asset Income in a New Regime
Generating income is often front of mind for many investors, but the market conditions today are very different from those that we’ve had over the past decade or so. So taking a flexible approach to income investing is critical.
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White papersIt’s ‘Show Me’ Time
Seventy days into the new U.S. administration, we are beginning to accrue enough hard data to correct or confirm the pessimism of recent soft data.
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PodcastIt’s April: Time to Talk Taxes
As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for amid this volatility? And how can investors use tools like tax-loss harvesting and direct indexing to maximize their portfolios?
