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Never a dull moment: 25 years of emerging market investing

Never a dull moment: 25 years of emerging market investing

26-11-2019 | Insight
Today, emerging markets represent a quarter of the global equity market. Interest in this asset class has grown since the mid-1980s and by 2013 the market capitalization of emerging market equity hit an all-time high of USD 1 trillion.
  • Jan de Bruijn
    Jan
    de Bruijn
    Client Portfolio Manager
  • Wim-Hein  Pals
    Wim-Hein
    Pals
    Head of Emerging Markets team

Yet, allocation to emerging markets remains low, especially among institutional investors. So, why has equity performance not kept pace with the economic growth seen in emerging markets over the years? How has Robeco’s approach to investing in emerging markets evolved since the fund was launched in 1994? And how has country and sector allocation changed?

Robeco client portfolio manager Jan de Bruijn and head of emerging markets equities Wim-Hein Pals answer these and other questions in their white paper, ‘Never a dull moment: 25 years of emerging market investing.’

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