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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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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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