All United States articles – Page 8
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White papersU.S. power market in a period of unprecedented growth and transformation
Following nearly two decades of stagnation, power demand is now surging, with an average annual growth rate of over 1% between 2021 and 2024, and approximately 3% growth in 2024 alone. Current long-term growth expectations range from 2% to well above 3% per year; by some measures, the U.S. is expected to add the equivalent power demand of New York over the next five years.
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White papersThe demographic supercycle: why U.S. seniors housing is poised to redefine real asset investing
The next great real estate cycle is already taking shape, and it’s being driven not by offices, logistics, or data centers, but any age. Over the coming decades, America’s 80+ population will swell at a pace unseen in modern history, colliding with a severe shortage of purpose-built senior housing and care.
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White papersPolitical and Policy Volatility on the Rise
Recent elections in the U.S. and dynamics in Europe highlight rising political volatility and the potential for divergent policy shifts. Investors should prepare for further turbulence ahead.
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White papersUS corporate earnings season nears close
For the quarter ended 30 September 2025, over 81% of companies beat earnings expectations led by the information technology, consumer staples, and financial sectors. This is well above the historical average and the second-best since the last quarter of 2021. Along with some other factors, these earnings boosted sentiment in the stocks markets which have continued their ascent this year.
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White papersGlobal real estate reset: Why diversification beyond the US matters
2025 is proving to be a year of strategic reorientation. As investors navigate a landscape shaped by geopolitical tension, policy volatility and recalibrated capital flows, real estate is reasserting its role as a defensive allocation, while adapting to broader structural changes reshaping the global economy.
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White papersMade in America is making a comeback
“Made in America” has been a government policy, a political slogan and a marketing strategy throughout US history. Going as far back as the Revolutionary War, the Homespun Movement encouraged colonists to make their own blankets and clothing in symbolic resistance to British economic control.
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White papersU.S. Real Estate: Dispersion as a Key Market Feature
The market is shifting toward one where value is led by real estate fundamentals, but it’s important to “spend time in the tails” as structural changes introduce a broader range of potential outcomes.
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White papersThree investment opportunities in a fragmented world
The world is undergoing significant structural change defined by rising geopolitical conflicts, trade barriers and a more fragmented global landscape. As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing.
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White papersThe Great Global Restructuring
How AI, trade, the US debt and dollar outlook are reshaping the investment landscape.
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White papersHigh contrast in Fed Policy Signals
The contrast between the Federal Reserve’s policy-setting meeting in September and the one that ended Wednesday is striking. In the former, Chair Jerome Powell seemed to have a jump in his step as he announced the Federal Open Market Committee (FOMC) had lowered rates by a quarter percentage point with only one, very expected, dissent by White House economist turned Governor Stephen Miran for a half-point cut. Powell had rallied the troops to make a policy decision the traditional way—based on economic data and not political pressure.
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VideoLive from Barings 360: Malcolm Gladwell, Mike Freno & More
Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations that Barings’ clients, investment teams and industry thought leaders engaged in during the event.
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White papersCRE lending index at fifth-highest level ever
The Mortgage Bankers Association (MBA) recently published its 3Q25 Survey of Commercial / Multifamily Mortgage Banker Originations, which provides quarterly updates on changes in the originations market. It details changes in the volume of loans originated and breaks down the data by property type and investor type. Notably, in the latest release, lending activity rose meaningfully across nearly all segments of the market. The volume of commercial and multifamily loan originations increased 18% from the previous quarter, 36% year-over-year, and is now up 47% year-to-date compared with the same nine-month period in 2024. While seasonal patterns can influence quarter-over-quarter comparisons, the year-over-year and year-to-date gains indicate a broader recovery is underway in the CRE debt space.
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White papersIs the U.S. Shutdown Impact About to Hit?
While U.S. consumer sentiment has broadly held up, it may begin to crumble in certain segments, potentially impacting the sector at its most important time.
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White papersNavigating CLOs: Opportunities in AAA-rated tranches
Exploring the evolving role of AAA CLOs and their growing accessibility through ETF structures
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White papersUS debt and dollar dominance
The US has long defied conventional economic wisdom by sustaining persistent fiscal and trade deficits without triggering a dramatic sell-off in government bonds or a collapse in its currency.
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White papersTaxable municipal bonds: room to run
Taxable municipal bonds returned 6.43% year-to-date through Q3 2025, marking the best start since 2020, with spread advantages over similarly rated corporates providing runway for additional gains despite slight underperformance. Strong fundamentals—tax revenues and reserves at all-time highs—combine with compelling entry points from year-to-date underperformance, seasonal upticks in new issuance creating buying opportunities, and widening performance gaps between credits that make disciplined security selection increasingly critical for active managers seeking optimal returns.
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White papersAmerica’s housing opportunity: Beyond the supply gap
Rentership remains a cornerstone at approximately 35% of U.S. households, the rental market goes well beyond apartments, and the central challenge is not only undersupply — but a mismatch between the types and locations of housing relative to where demand exists.
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White papersRecent Credit Stress a Canary in the Coal Mine?
While idiosyncratic credit risk is beginning to emerge, signs of broader credit or systemic stress are still sparse.
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White papersThe income conundrum (and a potential solution)
The Federal Reserve (Fed) has resumed its rate-cutting posture after a lengthy pause. While we expect the easing cycle’s impact on the economy to be beneficial, lowering rates comes at a cost: many savers who depend on income-oriented financial instruments will have challenges meeting their living expenses.
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White papersDefault shockwaves: short‑term pass, medium‑term wake‑up call
Tricolor Holdings is a subprime auto-lender and used-car retailer, focused on borrowers with weak credit histories. It filed for Chapter 7 liquidation in September. The episode could involve up to $10 bn of claims and more than 25,000 creditors.
