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
The Power of Compounded Income
Over 10 years into an economic recovery, we’ve continued to see new highs in equity indexes. In this Q&A, Darryl Lucas explains how a focus on resiliently growing companies, coupled with the power of compounded dividend and profits growth, can lead to strong returns over time.View
Equities: Is it Time for Dividends to Come Back in Style?
In the latest episode of Streaming Income, Darryl Lucas, Head of Equity Income, provides insight into how the Barings team seeks to capitalize on the power of compounding dividends while aiming to lower risk in the process.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