Kepler Trust Intelligence is written and published by the investment companies team at Kepler Partners. In its analysis of Barings Emerging EMEA Opportunities’ results for the year ending 30 September 2021, Kepler highlight that the 2021 financial year was an “excellent” one for BEMO’s shareholders, with the trust delivering significant outperformance of its benchmark.

Kepler’s analysis notes that, notwithstanding the potential risks of investing in the region, the exposure to global themes like the shift to renewables and the rising middle classes in the region offer the possibility of excellent returns in the long run.

Kepler analyst Thomas McMahon, CFA said:

“Overall, BEMO represents a highly differentiated proposition which we believe could offer attractive diversification to many investors. The global emerging markets index is dominated by north Asia, while the EMEA region makes up less than 10% of the index. As a result, investors are unlikely to have much exposure to these countries. However, in general they display high GDP growth potential, growing middle classes and good domestic growth stories which should be less correlated to global markets than the North Asian giants.”

To read the results analysis in full click here.

Barings Emerging EMEA Opportunities PLC
Finding quality companies from Emerging Europe, the Middle East and Africa