report by BlackRock
Results for ""
Investing Ideas
Make an impact
This piece is approved to use with clients.
Help position your portfolio for tomorrow's economy with responsible investing.
Investing Ideas
The responsible investing "boot camp" for financial advisors
Our boot camp provides financial advisors a guide to the responsible investing opportunity, including actionable steps to help integrate these investments into client portfolios.
Investing Ideas
Beyond the Index – Equities: Finding Long-term Growth Amid Current Volatility
This piece is approved to use with clients.
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.
Investing Ideas
Amid the bear market: 10 themes to consider
This piece is approved to use with clients.
U.S. stocks peaked on 19 February, then plummeted in the deepest and fastest decline to a bear market in history. Last week, prices rebounded sharply, as the S&P 500 Index experienced its largest weekly gain since 1938, up over 10%.1 At this point, we expect economic data will decline sharply, but we also think we’ve already seen the primary low for this
bear market. Clarity will take time to emerge, but we see opportunities
at depressed prices.
Investing Ideas
Cluster Cities: A Chinese Experiment in the Future of Urbanisation
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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?
This piece is approved to use with clients.
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?
This piece is approved to use with clients.
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?
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.