Barings

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Barings

Is short-term noise masking a long-term opportunity in EM Equities?

Emerging markets (EMs) are in the headlines on a regular basis—both with positive and negative news flow—but rarely do we hear the whole story.

The short-term focus often exhibited in markets today can and many times does mask a number of supportive secular growth trends with the potential to generate long-term opportunities in EM equities. EMs are already very significant in size, and growing at a much faster pace than developed markets. On a purchasing power parity (PPP) basis, which considers the relative standard of living, EMs account for more than half of the world’s GDP.1 Going forward, we believe this growth will continue to serve as a tailwind for EM companies, as it’s fueled by three core drivers that show no signs of abating: demographics, technology, and ESG.

Read the complete white paper at the link beneath Related Files

Head Office
20 Old Bailey
London
EC4M 7BF
United Kingdom
Company website:
http://www.barings.com
Parent Company:
Massachusetts Mutual Life Insurance Company
Year Founded:
1762
No. of investment offices worldwide:
30

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  • is short term noise masking a long term opportunity in em equities

    Is short-term noise masking a long-term opportunity in EM Equities?

    White papersSun, 1 Sep 2019

    Emerging markets (EMs) are in the headlines on a regular basis—both with positive and negative news flow—but rarely do we hear the whole story.

  • Distressed Debt: Seeking Opportunity in Choppy Waters

    Distressed Debt: Seeking Opportunity in Choppy Waters

    White papersWed, 28 Aug 2019

    Investors are increasingly looking to distressed debt as the credit cycle matures. But with a competitive landscape and significant growth in private credit and European high yield, this cycle could look different than those of the past. Stuart Mathieson, Head of Barings’ Global Special Situations group, and Bryan High, Co-Portfolio Manager of the strategy, discuss how the macro environment is impacting their outlook, and where they’re seeing opportunities today. 

  • How to navigate the buoys and the rocks of today’s markets

    Don't Panic - Just Yet - How to navigate the buoys and the rocks of today’s markets.

    White papersMon, 19 Aug 2019

    There’s a moment that sends a chill down the spine of any sailor when a rock suddenly appears, off wrong side of the bow. It doesn’t really matter whether the chart was wrong or the skipper missed a buoy—it’s undeniably a sign of trouble.  That same cold jolt struck investors this month with the arrival of inverted yield curves, wilting inflation expectations and an array of other economic oddities that weren’t on their charts. But it would be wrong to panic now.

  • distressed debt  how this cycle may be different

    Distressed Debt: How This Cycle May Be Different

    White papersThu, 15 Aug 2019

    Barings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the significant growth in private credit and European high yield since the last cycle.

  • U.S. Loans: Challenged Market or Veiled Opportunity?

    U.S. Loans: Challenged Market or Veiled Opportunity?

    White papersTue, 13 Aug 2019

    With loan and bond yields currently comparable, we believe—in a somewhat contrarian view to the market—there is a good argument for investing in loans, particularly in the U.S., where the economy appears to be marginally stronger than in Europe.

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