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Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: Gradually, Then Suddenly
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In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
Market Outlooks
Anatomy of a Recession: Economic Reacceleration in Perspective
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A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.
Policy and Regulatory Commentary
Anatomy of a Recession: The Fed's Job Problem
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A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
Market Outlooks
How Will Economics & Politics Shape Markets in H2 2020?
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.
Alternative Investments
Beyond the Index – European Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
Alternative Investments
Beyond the Index – Fact-finding and Fortune-telling in U.S. Real Estate
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Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.
Market Outlooks
U.S. Election 2020: An Investors’ Guide
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With the early Iowa and New Hampshire contests behind us, what’s next in the race to the White House? Dr. Christopher Smart offers insight into how investors can tune out the noise and focus on the scenarios that are already coming into view.
Market Outlooks
Beyond the Index – Private Credit: Where We’ve Been, Where We’re Going
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Industry veterans Ian Fowler and Adam Wheeler describe the dramatic evolution of private credit markets and explain why quality of earnings and varied definitions of ‘senior’ risk could be at the center of the next credit market storm.
Market Outlooks
Streaming Income - Part 2: Barings' Risks, Opportunities & Predictions Podcast
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Where can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings' leaders across high yield and investment grade credit, private credit, private equity and real estate.