Global & International Equities
AUM: $73 million (30 September 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.
AUM: $2 billion (30 September 2020)
Our international (ex U.S.) 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.
AUM: $984 million (31 December 2020)
Our capabilities extend to an array of high conviction regional and country funds in developed markets including Germany, Europe and Japan, in addition to specialist global resources funds.
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.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
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
Surveying the Equity Market Landscape
In this Conversation, Barings’ Global Head of Equities, Ghadir Cooper, discusses the recent equity market volatility and the continued attraction of emerging markets.View