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Investing Ideas
Beyond the Index – Equities: Finding Long-term Growth Amid Current Volatility
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Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.
Retirement
Creating more precision with life expectancy planning
As life expectancy numbers continue to increase, the need for more careful and more precise financial planning for retirement has increased with it. A startup called Genivity, one of the winners of BMO's 1871 FinTech partnership program in 2017, is helping financial advisors have better conversations with their clients by incorporating health history insights into the financial planning process.
Retirement
To claim or not to claim? The Social Security question
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Learn the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor.
Retirement
Health savings accounts: A strategic retirement tool?
With the cost of healthcare steadily rising across America, planning for this expense has become a focal point in many financial plans. Learn how investors and their advisors can turn to health savings accounts, and their tax benefits to address the specific cost in retirement.
Investing Ideas
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Investing Ideas
Cluster Cities: A Chinese Experiment in the Future of Urbanisation
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China’s success in growing city clusters of previously unimaginable size is dependent on three key factors: continued rural-to-urban migration, planning that spans disparate administrative areas, and massive infrastructure investment.
Investing Ideas
Streaming Income - Financing the Internet of Things: Live from Barings 360
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In this episode of Streaming Income recorded live on stage at the Barings 360 Private Markets Conference, Dr. Christopher Smart discusses his latest white paper.
Investing Ideas
Streaming Income - Is There Style Drift in Middle Market Lending?
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Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.
Investing Ideas
Streaming Income - High Yield Bonds & Loans: Where to Next?
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High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors factor in risks ranging from possible recession, to ratings downgrades, to liquidity concerns? Barings’ David Mihalick weighs in.
Investing Ideas
Streaming Income - Intangible Assets: A Source of Uncorrelated Income?
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In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role these assets are playing in diversified portfolios through a real-world example in the pharma royalty space.
Investing Ideas
Navigating Change in China
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Barings’ Global Head of Equities, Ghadir Cooper, assesses the transformation of China’s economy, and explains why investors should be encouraged by the country’s decisive policy actions.