Emerging Market Equities
Emerging Europe Equities
AUM: $1.4 billion (31 March 2020)
We aim to build a high-conviction portfolio of companies with strong growth potential, which other investors may overlook.
Global Emerging Markets
AUM: $629 million (30 September 2021)
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.
China: The Great Disconnect
Chinese equities offer many unique attributes, particularly given the improving access to the onshore market, which offers investors direct exposure to China’s economy as it repositions itself for long-term sustainable growth.View
ESG in Asia: Accelerating Momentum
The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.View
Emerging Markets Equity: Evolving & Transforming
Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.View
The False Dawn of Big Tech Regulation?
Calls for increased regulation of tech giants have indeed grown—but will they have the desired impact? In our opinion, the focus on "big is bad" is simply ineffective in a digital world.View
Equities: Finding Long-term Growth Amid Current Volatility
Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.View
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