All United States articles – Page 21
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White papersInternational 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 papersWhy 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 papersHow 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 papersNearshoring: 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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VideoCoastal 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 papersResolving 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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PodcastOuterblue 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 papersBig 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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PodcastCoastal 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 papersFalling 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 papersSeven 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 papersBear 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 papersThe 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 papersRaising 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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White papersA 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.
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White papersIs the Consumer Cracking?
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
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VideoOutlook for credit sectors
Portfolio manager Damien McCann explains where he sees value across four primary credit sectors.
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White papersU.S. farmland investment returns: continued gains in 2022
Our optimistic outlook for U.S. agricultural investments continues following overall outstanding performance.
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VideoThe dollar effect on emerging market corporates
Watch to find out what effect the dollar has on emerging market corporates
