The strategic rise of emerging markets

Structural shifts in the global economy coupled with geopolitical conflict, trade fragmentation and fiscal pressures are prompting a rebalancing of global investment portfolios. Despite global trade tensions, emerging markets are benefiting from easing inflation, improved balance sheets, and a weaker US dollar – conditions that support EM investment and growth in the long term.

Manage risk, navigate complexity and target the best EM opportunities with Robeco in equities, quant, fixed income and credits.