Barings increase exposure to emerging markets and Japan

David Coombs, director of multi-manager investments at BAM, said: “Backward looking risk models are now beginning to show emerging economies are having the same risk, with more return, as the US market. We believe emerging markets could achieve a premium valuation to the main industrial markets during this economic cycle. “Trade accounts, government finances and external borrowing are all in good shape. Given their better growth profile, this may well encourage investors to over-bid for them." BAM increased its exposure to Japanese equities, because the latest GDP data confirmed robust r...