Viewpoints

In this video, Adnan El-Araby provides an investment update and outlook for BEMO and why adding emerging EMEA can help diversify a global growth portfolio.

The possibility of a cooperative ANC that’s prepared to push through reforms with coalition partners, improving operational prospects for the mining sector, and a growing array of financially disciplined corporate players could make South Africa a compelling investment prospect once more.

Kepler Trust Intelligence is written and published by the investment companies team at Kepler Partners. In its latest analysis of Barings Emerging EMEA Opportunities (BEMO), Kepler explains how BEMO Barings Emerging EMEA Opportunities (BEMO) is the largest investment trust focused on the diverse and uncorrelated EMEA universe.

BEMO co-manager Adnan El-Araby presents at Shares Investor Evening.

This new flyer on the Trust highlights the new generation of opportunities in the region.

Investors can often overlook ‘Emerging EMEA’—a diverse collection of countries with unifying characteristics that are compelling for investors. Next in the Country Spotlights series, we take a look at a key market in emerging EMEA—Turkey.

Hear from co-portfolio manager Adnan El-Araby as he presents at BEMO’s annual general meeting.

Investors can often overlook ‘Emerging EMEA’—a diverse collection of countries with unifying characteristics that are compelling for investors. In the first in the series of Country Spotlights, we take a look at a key market in emerging EMEA—Poland.

Matthias Siller, Head of EMEA Equities at Barings, explains why—at a time when banking and financial stocks in developed markets have been volatile—selected financial names in emerging EMEA are proving compelling as long-term portfolio holdings.