Emerging Markets Equities
Our Emerging markets and Frontier strategies aim to deliver long-term capital growth by drawing on our extensive research platform. Led by our experienced team of investment professionals, we seek to build high conviction portfolios in global emerging and frontier markets.
Global Emerging Markets
AUM: $694 million (June 30, 2019)
Our Global Emerging Markets strategy aims to offer superior growth at cheaper valuations than developed markets at a time when trends continue toward shareholder friendly practices and enhanced future returns.
$4 million (June 30, 2019)
Our Frontier Markets strategy invests in the emerging markets of tomorrow. Frontier Markets provide premium growth rates and opportunities for significant capital appreciation in countries richly endowed with resources, land and labor.
Is Short-Termism Masking a Long-Term Opportunity in EM Equities?
Emerging markets are in the headlines on a regular basis, but we rarely hear the whole story. In this article, which also appears in September’s edition of IPE, Ghadir Cooper explains more.View
Global Emerging Markets Equities: Where Do We Stand?
In this Q&A, William Palmer and Michael Levy, Co-Heads for Emerging and Frontier Equities, discuss their approach to accessing the asset class, current trends, and why recent headwinds may be becoming tailwinds.View
Why Russia May be Set for an Explosion in E-commerce Growth
Historically a laggard in the e-commerce world, Russia is showing signs of life. But challenges remain.View
How to Approach a More Accessible Chinese Equity Market
Barings’ William Fong and Andrew Lee explore the different ways to access China’s onshore and offshore equity markets following the decision by MSCI to increase the weighting of China A-shares in their benchmarks.View
How We Assess Investment Opportunities
In this video, Barings Global Emerging Markets Equities team explains its investment approach by discussing an opportunity at one of its weekly meetings.View
Brazil: A New Frontier?
Following the country’s national election, Barings’ Latin American equity team takes a look at how Brazil is positioned and what reforms the new president may consider to boost the economy.View
Turkey: Where From Here?
On the back of developments in recent months, Barings’ Emerging Europe equities team takes a look at how Turkey is positioned.View
Why Recent Weakness in EM Equities Presents an Opportunity
In this commentary, which appears in September’s edition of IPE, William Palmer and Michael Levy explain why they believe the factors that have contributed to the weak share price performance are temporary in nature, and growth prospects for the asset class remain attractive.View
A New Dawn for Emerging Markets Equities
EM equities are enjoying a strong rebound following five years of underperformance versus developed markets. In this piece, Barings’ portfolio managers explain why they maintain an optimistic outlook for the asset class.View