Christopher Smart

Christopher Smart

Christopher Smart is chief global strategist and head of the Barings Investment Institute. Earlier in his career, Christopher managed emerging markets and international strategies at Pioneer Investments and served in senior economic policy positions at the US Treasury and the White House. He holds a BA in history from Yale University and a PhD in international relations from Columbia University.

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Latest from Christopher Smart

Macroscope | Coronavirus-wary investors could learn from Franklin D. Roosevelt and inoculate themselves against fear

Investors must digest the health data, gauge the impact on growth and earnings and, most importantly, keep their emotions in check.

Investors must digest the health data, gauge the impact on growth and earnings and, most importantly, keep their emotions in check.

Coronavirus-wary investors could learn from Franklin D. Roosevelt and inoculate themselves against fear
18 Mar 2020 - 10:18PM
Macroscope | Should stock market investors expect another miserable end of the year?

Strong consumer confidence in the US and monetary policy easing by central banks bodes well for stock market performance next year. However, economic and political uncertainty, budget deficits and corporate debt remain risks to watch.

Strong consumer confidence in the US and monetary policy easing by central banks bodes well for stock market performance next year. However, economic and political uncertainty, budget deficits and corporate debt remain risks to watch.

Should stock market investors expect another miserable end of the year?
31 Oct 2019 - 4:08AM
The View | ‘It’s technology, stupid’ – those who say trade is driving inequality and populist politics are looking in the wrong place

The news tends to follow trade wars and reports of downgraded growth, but we should look at technological disruption. Economists and the IMF are starting to draw attention to its impact on labour markets and the challenges of responding.

The news tends to follow trade wars and reports of downgraded growth, but we should look at technological disruption. Economists and the IMF are starting to draw attention to its impact on labour markets and the challenges of responding.

‘It’s technology, stupid’ – those who say trade is driving inequality and populist politics are looking in the wrong place
17 Oct 2019 - 4:45AM
Opinion | US-China trade war: How the winners in this brave new world of tariffs get ahead

Trade war is bad for the world economy but, even so, there are winners: Southeast Asia, CPTPP members, suppliers of digital services and financial services, and multinationals with strong and flexible supply chains. How do they do it?

Trade war is bad for the world economy but, even so, there are winners: Southeast Asia, CPTPP members, suppliers of digital services and financial services, and multinationals with strong and flexible supply chains. How do they do it?

US-China trade war: How the winners in this brave new world of tariffs get ahead
30 Sep 2019 - 12:15PM
Macroscope | For investors watching the US Treasury yield curve, it’s OK to be cowardly – debt issuance isn’t going anywhere

There are three scenarios investors can take – one optimistic, one dark and one ‘cowardly’, in which rates hover around 1.5 per cent. For the time being, companies look comfortable taking on debt, which means the latter option is still the best bet.

There are three scenarios investors can take – one optimistic, one dark and one ‘cowardly’, in which rates hover around 1.5 per cent. For the time being, companies look comfortable taking on debt, which means the latter option is still the best bet.

For investors watching the US Treasury yield curve, it’s OK to be cowardly – debt issuance isn’t going anywhere
18 Sep 2019 - 10:36PM