Moments ago, House Speaker Nancy Pelosi (D-Calif.), flanked by the chairs of the committees of jurisdiction over the House’s impeachment inquiry over the last several months (Oversight, Intelligence, Ways and Means, Financial Services, and Judiciary) announced her intention to have the House consider two articles of impeachment against President Trump. I thought I’d provide a quick primer on what’s happened this morning and what we can expect in the days and weeks ahead.
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.
In Part 1 of our 2-part series, Barings' investment professionals touch on topics from politics to trade wars to economic growth—and offer their perspectives on why EM currencies, international equities and EM local debt might outperform in 2020.
From fixed income and equities to real estate and alternatives, Barings' teams share their predictions for 2020 and views on where the biggest risks and most compelling opportunities may lie.
Leading indicators appear to be bottoming out and pointing to economic healing but geopolitical tensions revolving around trade and international security continue to cloud the outlook.
Former New York City Mayor Michael Bloomberg officially entered the Democratic presidential primary last week, and it didn’t take long for his opponents to react. Sen. Elizabeth Warren (D-Mass.) criticized the fact that Bloomberg, who is worth an estimated $54 billion, plans to self-finance his campaign.
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.
Envestnet is excited to announce our partnership with Eversheds Sutherland. As a global top 15 law practice, Eversheds Sutherland provides the legal advice and strategic alignment that clients need from their advisors for the best outcomes. The new SEC advice standards for broker-dealers and registered investment advisors are here, and we are dedicated to helping you prepare for the compliance impact.
Taryn Leonard and Melissa Ricco, Co-Heads of Barings’ Structured Credit Investment Team, discuss the recent loan market weakness, and how technical pressures are creating value opportunities in the CLO market.
Despite President Donald Trump’s pleas for the whistleblower’s identity to be revealed – and his demand that he be given the opportunity to “interview” them – it should come as little surprise that it has largely remained under wraps. As PBS Newshour recently reported, while there is “nothing that can block Trump from revealing who” the whistleblower is, federal law is meant to prevent “intimidation of witnesses and reprisals against whistleblowers.” The president, of course, is tasked with enforcing these, and all, laws as the leader of the executive branch.
U.S. trade trouble continues with a “Phase One Deal” less than imminent, the IEA asserts how U.S. shale-oil production will reshape global energy markets and don’t hold your breath on a December Fed rate cut.
Barings equity analysts, Matthew Ward and Colin Moar speak with Dr. Christopher Smart of the Barings Investment Institute about their recent whitepaper, “How Will Technological Disruption Strike Next?”