After a bumpy start, investors are getting to grips with risk opportunities under Amlo, says Barings’ Omotunde Lawal
In this video, Barings’ Omotunde Lawal outlines how Argentine corporates retain solid fundamentals and low leverage
Banks and insurance companies are best positioned to benefit from the growth of emerging market economies and demographic changes, argues William Palmer, co-head of emerging and frontier market equities team at Barings.
The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?
After being forced to confirm discussions about a potential £11bn merger, does the consolidation of Standard Life and Aberdeen Asset Management prove a wave of M&A in fund management is underway?
European equity mid and small cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
Increased competition and unfavourable markets could see asset managers’ profits squeezed by as much as 35% over the next two years, according to a report by McKinsey and Company.
Russia is going through a period of structural change, providing opportunities for investors in non-energy related sectors. However, some of these opportunities seem so obvious they are chased by everyone.
European small caps exposed to consumer spending are significantly undervalued, says Baring Asset Management’s Nick Williams
The European panel discussion was heated, with both sides expressing strong views on the fate of the eurozone