Our Global and International strategies aim to deliver long-term capital growth. We seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform.
AUM: $57 million (31 March 2020)
Our Global Equities strategies aim to deliver long-term capital growth. We seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform across all countries.
Comeback Time for International Equities?
Because the U.S. equity market is broad and deep, there will almost always be opportunities—but in aggregate, we think international equity markets may be more compelling over the next year.View
Investing in China: Tapping into Long-Term Opportunities
Ghadir Cooper, Global Head of Equities, recently joined a round table with Pensions & Investments to discuss the opportunity set in China. Despite slowed growth and trade concerns, she believes there are several reasons why investors should remain optimistic.View
German Equities Present Opportunities to Combat Headwinds
In this Q&A, Rob Smith, Manager of the Barings German Growth strategy, shares his thoughts on how German equities are positioned to combat various headwinds, and which sectors the team expects future growth to come from.View
Enterprise Software: Valuation Matters
While industry dynamics remain healthy and growth prospects exist, current enterprise software valuations look stretched.View