The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth creation. This means global investors should consider building or adding to core exposure to EM equities.
Through Robeco’s more than 30 years of investing in EM, one constant has been the inexorable economic advance across the EM landscape. Nevertheless, EM equities continue to be discussed through the language of the past: as high-beta amplifiers of global cycles, commodity-driven beneficiaries of China’s growth, or diversifiers in a developed-market (DM)-centric portfolio. Reality suggests that framing is no longer appropriate.
We are a global asset manager with strong capabilities in quant, credits, emerging markets and sustainable investing. Research is at the heart of everything we do, driving active investment strategies that aim to maximize alpha generation.
