Fund Profile
Barings Emerging EMEA Opportunities 12 September 2016
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Read the full articleFund History
16 May 2024
Fund Analysis
BEMO has had a strong year, and offers multiple layers of value…
20 Sep 2023
Five questions about emerging markets
We track key developments in the diverse emerging markets universe…
06 Apr 2023
Fund Analysis
BEMO aims to provide capital growth and an attractive level of income via investments across emerging Europe, the Middle East and Africa...
15 Sep 2022
Same same but different
We discuss the case for emerging markets at different stages of development…
29 Jul 2022
Fund Analysis
BEMO offers exposure to both sides of the energy transition…
27 Apr 2022
Finding value in a haystack
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
25 Mar 2022
Slides and Audio: Barings Emerging EMEA Opportunities
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...
23 Mar 2022
Fifteen ideas for your ISA
Slides and audio from our event last week, featuring fund managers running money in every major market in the world...
23 Feb 2022
Regime change
Ahead of our spring conference, we ask whether investors need to junk their portfolios and start again…
26 Jan 2022
Fight or flight...
Two of our analysts debate the impact that war in Ukraine could have on investors' portfolios...
22 Dec 2021
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
08 Dec 2021
Results analysis: Barings Emerging EMEA Opportunities
BEMO has outperformed its benchmark and the emerging markets index in a barnstorming year for EMEA…
13 Oct 2021
Beyond the Middle Kingdom
As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...
29 Sep 2021
Fund Analysis
BEMO is a very different way to play the energy transition…
01 Sep 2021
Winter is coming
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
25 Aug 2021
Is the UK’s debt a ticking time bomb?
Our analyst argues Rishi is right to worry about government debt and borrowing…
28 May 2021
Results analysis: Barings Emerging EMEA Opportunities
Reporting results for the six months ending 31 March 2021, BEMO outlined the early success of the broadened investment strategy…
10 Mar 2021
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
04 Mar 2021
Slides and Audio: Barings Emerging EMEA Opportunities
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
24 Feb 2021
Fund Analysis
BEMO is Barings Emerging Europe under a widened mandate offering greater alpha and dividend potential…
09 Dec 2020
A bumper harvest?
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
13 Aug 2020
Underground bangers
We look for hidden gems in the smaller end of the investment trust universe...
24 Jun 2020
Fund Analysis
BEE’s portfolio’s cheap valuations and strong fundamentals make it a potential recovery play...
18 Jun 2020
Gimme shelter
As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…
29 Apr 2020
On solid ground
Our analysis of discounts highlights trusts which are likely to offer significantly less discount downside from the current level…
18 Mar 2020
Their darkest hour?
We update our shortlist of discount opportunities...
16 Jan 2020
Drifting apart: how emerging markets have become less correlated
We examine how correlations between different emerging markets have evolved, and whether single country strategies could diversify returns going forward....
05 Dec 2019
Fund Analysis
BEE invests in strikingly cheap markets and has a strong track record of alpha and dividend generation…
06 Nov 2019
Times are a changin'? The case for a value resurgence
We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?
14 May 2019
Fund Analysis
Baring Emerging Europe offers a high dividend yield of 4.5% from its unique focus on a cheaply valued region ...
01 May 2019
Sweet or sour?
Three months in, we check up on the progress of our discount opportunities portfolio...
13 Feb 2019
Sweet treats
The eight trusts with strong prospects, but wide discounts...
06 Feb 2019
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
24 Dec 2018
Why did the chicken cross the road?
Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.
28 Nov 2018
Every cloud...
The endless grinding negativity of Brexit has driven investors away from Europe in scores, leaving rich pickings for opportunistic buyers...
10 Oct 2018
Information overload
Our analysis shows the long-term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
09 Oct 2018
Fund Analysis
Baring Emerging Europe offers capital growth and a dividend yield from a unique portfolio of stocks in developing Europe...
30 May 2018
Forza Italia!
Recent weeks have seen Italy's rocky relationship with the EU thrust into the spotlight once again, but we think volatility for European equities may be a buying opportunity...
22 Mar 2018
Fund Analysis
An unusual combination of high-alpha stockpicking, with a portfolio exhibiting strong growth credentials and decent dividend income
22 Mar 2018
The search for discounted yield
We scour the investment trust universe for trusts offering chunky yields on a discount...
30 Nov 2017
Race ready
Our analysis suggests conditions are right for emerging markets fund managers who can add real alpha to generate strong returns...
27 Sep 2017
Not the usual suspects...
As equity valuations continue to defy logic, we identify the trusts least correlated to their fortunes...
22 Sep 2017
Fund Analysis
Income from a growth portfolio - something for everyone?
26 Apr 2017
The greatest
We use technical analysis to identify some of the best stock picking fund managers in the world today...
16 Nov 2016
Fantastic income (where to find it)
We reveal the true extent of stock concentration among UK equity income funds and identify three trusts which offer a fantastic alternative...
12 Sep 2016
Fund Analysis
About the Author
William Heathcoat Amory
William Heathcoat Amory is a co-founding partner of Kepler Partners LLP and leads the Kepler investment trust research team. William has over 20 years of experience as an investment company analyst. Prior to co-founding Kepler Partners in 2008, he was part of the Extel number 1 rated research team at JPMorgan Cazenove.