All United States articles – Page 13
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White papers
Can a weakening US dollar catalyse an emerging market decade?
A weakening US dollar has historically created a positive backdrop for emerging market equities, with the two asset classes inversely correlated, and a sharp decline in the dollar over recent months has led many to claim its decade-long bull run may be coming to an end.
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White papers
GCC/MENA Bond Market Update
Fixed income markets fell in May, mainly due to stronger-than expected US data, though outside of the United States (US) the figures released were more downbeat. Early in the month, the US Federal Reserve (Fed) raised its federal funds rate by 25 basis points (bps), and accompanying comments by policymakers appeared to suggest an end to the hiking cycle.
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White papers
International Equities Present Mispriced Value
International equities offer historically cheap valuations relative to their own history and to U.S. equities today. This paper discusses why now may be an excellent time to consider allocations to this asset class.
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White papers
Why the next economic recovery may be stronger than expected
Three questions have weighed on investors’ minds for months: Will there be a recession? How bad will it be? And what comes next?
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White papers
How shiny does gold look when anticipating a soft landing?
Since 2022, many of the doubts about using commodities as a source of diversification have been dispelled, after years of underperformance - a ‘decade for nothing’ in these markets, between technological evolutions and geopolitical developments.
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White papers
Nearshoring: Wall Street buzzword or structural tailwind?
Mexico looks an obvious beneficiary of nearshoring trends as countries move to bring production lines closer to home, with cheaper labour and existing trade partnerships with the US.
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Video
Coastal Marinas: Partnering for Growth
Learn how Barings’ Capital Solutions team creatively structured a financing package to support the growth of Coastal Marinas, a dominant player in the owning and operating of marinas in the Charleston, SC market.
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White papers
Resolving the Puzzle
To make sense of today’s market conundrum, remember that things could have been worse than they are, and that investors are more defensive than they appear.
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Podcast
Outerblue Convictions – Global Investment Views: All eyes on the debt ceiling
Washington remains firmly in the spotlight this month as the US debt ceiling negotiations remain at a deadlock. While a deal is expected sooner or later, what damage will be done in the meantime, especially as the economy in the United States had already been expected to slow?
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White papers
Big Tech turnaround: Can it continue?
Big Tech is making a comeback. Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia among them — are leading a nascent recovery this year.
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Podcast
Coastal Marinas: Charting a Course for Growth
Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressive platform for owning and operating marinas in Charleston, SC, and how Barings has partnered with them along the way.
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White papers
Falling inflation brightens US outlook
US inflation came in slightly weaker than forecast in April, supporting hopes that the Federal Reserve’s aggressive monetary tightening is finally bringing price rises under control.
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White papers
Seven questions for investors on the US debt ceiling
What is it? US debt ceiling is a statutory limit imposed on the total debt the government is allowed to have
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White papers
Bear With Us: An Evaluation of Valuation
We’ve compared U.S. equities’ 2022 bear market with previous ones to evaluate paths the market could take to end today’s bear market. Based on this data, it’s possible we haven’t seen the market’s lows yet.
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White papers
The value of gender equity in the workplace
Gender gaps open up at an early age and widen when women enter the workforce. Zoe de Spoelberch and Emily DeMasi set out our approach to engaging on gender equity and eliminating sexual harassment from workplaces.
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White papers
Raising the roof
Optimism that a resolution to the US debt ceiling crisis is on the cards helped markets this week. In Turkey, a second-round run-off will decide whether incumbent President Recep Tayyip Erdoğan extends his two decades in power.
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Video
Tumultuous times: Understanding the macroeconomic landscape
Fixed income sectors that eliminate credit risk seem to be pricing in a recession while sectors willing to take credit risk seem to be much more optimistic.
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White papers
A Tale of Two Indices
How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is.