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Market Outlooks
High Yield: The Power of Flexibility in Volatile Times
Ample liquidity from central banks has driven a significant recovery across markets, including high yield. But with much uncertainty still ahead, we see benefits to moving up the capital structure and considering secured assets.
Market Outlooks
Weekly Macro Update: The Trough Is In—Let The Healing Begin
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While there is still a long path to recovery, global June flash PMIs confirmed we have passed the trough as contraction eased. The U.S. Employment report will be released next week, and the pressure is on for Britain and Japan to come up with a deal.
Market Outlooks
The EM Default Picture: More Nuanced Than Headlines Imply
The coronavirus pandemic is undoubtedly creating short-term and long-term challenges for emerging
markets (EMs). But not all sovereign and corporate issuers can be painted with the same broad brush,
and placing too much weight on overly dire forecasts may result in missed opportunities.
Market Outlooks
Weekly Macro Update: Central Banks & Cheap Oil Keep on Rollin'
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Central banks have turned accommodative as oil prices continue to decline and digital taxes on tech companies are likely to be implemented by early Spring. Watch for FOMC and BOJ meetings next week for further easing.
Market Outlooks
Coronavirus Catalyst
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The World Health Organization has declared the coronavirus a public health emergency. How have past health epidemics impacted the markets? Read Chief Investment Officer Sean Clark's insights.
Market Outlooks
Fixed Income Quarterly – January 2020
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Falling interest rates and continued investor demand drove positive returns across fixed income in 2019—but with a number of risks on the horizon, volatility is almost a given. Barings’ portfolio managers across the high yield, emerging markets debt, structured credit and investment grade markets share their views on what to expect in the months ahead.
Market Outlooks
2020 Market Outlook: Recession Risks or Market Myths?
While questions surrounding the pace of U.S. economic growth linger, how can investors distinguish recession risks from market myths? Read Chief Investment Officer Sean Clark's 2020 Market Outlook commentary to see what risks and opportunities investors face in the year ahead.
Market Outlooks
Weekly Macro Update: Headwinds in Global Growth Outlook, but a Smooth Landing Expected
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Global growth outlooks are the weakest since the recession and the U.S.-China trade deal may be delayed through the new year. Meanwhile the FOMC is likely to remain on hold in December.
Market Outlooks
Weekly Macro Update: ECB Easing and Trade De-escalation Boost Markets
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The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.
Market Outlooks
Weekly Macro Update: U.S. Consumer Holding Up; Global Manufacturing Still Weak
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The three things you need to know this week: Fed Beige Book cites U.S. consumption holding up well, bad Chinese debts continue to rise and a U.K Parliamentary shakeup amid Brexit.
Market Outlooks
Weekly Macro Update: Manufacturing Sector Contracts
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The three things you need to know this week: U.S. budget deficit projections raised, the Italian Prime Minister resigns and leading indicators continue to show manufacturing.