RelatedViewpoints

• 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

• 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