Barings Bank
- China & Vietnam, 2025
Barings is a global investment manager with deep expertise across public and private markets, known for its research-driven approach and strong macroeconomic capabilities.
What We Did
Analysing Reshoring for Investment Opportunities
We analysed global reshoring and nearshoring trends to understand how shifting supply chains affect financial markets. We identified how these structural changes influence equities, FX, and fixed-income assets, and mapped where opportunities may emerge. Our work translated macroeconomic shifts into clear, investable signals.
Outcome for the Client
- Barings received a simple framework to track reshoring momentum and its market impact.
- We highlighted which countries, sectors, and currencies stand to benefit most, helping inform future allocation and thematic strategy.
- The analysis strengthened Barings’ ability to integrate long-term structural trends into multi-asset investment decisions.
