Sleeping giants – the case for emerging markets

Sleeping giants – the case for emerging markets

29-11-2022 | Webinar

Emerging markets have taken a back seat as the world has focused on macroeconomic concerns. Yet they remain a tremendous opportunity, offering some of the highest growth rates in the world. This growth is becoming more sustainable – the ESG awareness that had sometimes been lacking is now spreading across emerging companies, offering tremendous and more sustainable growth potential.

  • Arnout  van Rijn
    van Rijn
    Portfolio Manager
  • Karnail Sangha
    Fund Manager Emerging Markets Equities
  • Pim  van Vliet, PhD
    van Vliet, PhD
    Head of Conservative Equities and Head of Quantitative Equities

In this webinar, veteran Asia investor Arnout van Rijn discusses whether China and Asia are making a comeback, using his 15 years of experience as Robeco’s CIO Asia Pacific in Hong Kong. Head of Quant Equity Pim van Vliet outlines how emerging markets can shine by applying a factor-based and risk-controlled approach, and senior portfolio manager Karnail Sangha shares his view for fundamental emerging market equities.

Key topic covered:

  • What ‘sleeping giant’ countries, sectors and companies offer the best picks
  • Why sustainability is vital when assessing risks in emerging market economies
  • How quant techniques can be applied to lower volatility or relative risk

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