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• Metaverse & the Disruption of the Internet

  The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?

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• Uncovering Growth & Innovation in Germany's Hidden Champions

  Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.

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• Software’s Big Bang

  An important transformation is happening in the software industry today, which is likely to see the sector’s growth continue to outpace the rest of the IT industry—and the broader economy—for many years to come.

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• Global Resources: Poised for Long-Term Growth?

  From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.

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• From Diets to Tech: The Opportunity in Sustainable Agriculture

  A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.

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• ESG in Equities: Identifying Winners in the Energy Transition

  Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.

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• 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.

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• 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.

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• 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.

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• 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.

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• Enterprise Software: Valuation Matters

  While industry dynamics remain healthy and growth prospects exist, current enterprise software valuations look stretched.

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