Structural growth in emerging economies is set to outpace most developed markets, and global capital is beginning to follow, with a redirection of flows toward EM already evident in 2025 and expected to continue going forward. Robeco’s EM investing heritage combines fundamental insight and quantitative expertise, helping to identify pockets of opportunity across regions, sectors and styles.
Emerging markets are evolving into more resilient, competitive economies, shaped by rising domestic wealth, stronger intra-EM trade, and new geopolitical optionality. Robeco’s fundamental EM team focuses on selective stock picking and deep local insight to uncover long-term opportunities across this diverse universe.
Actively managed strategy with top-down country analysis, bottom-up stock selection, and ESG integration
High-conviction strategy targeting select alpha opportunities through focused country and stock picks
Emerging markets offer broad opportunity — but capturing it consistently requires a systematic and repeatable approach. Robeco’s quant EM strategies combine proprietary return-driving signals with robust portfolio construction to provide diversified exposure and efficient alpha-generation potential.
Smart alternative to passive seeking index-eating returns with limited relative risk, suitable as a cost-efficient core allocation
Smart, benchmark-aware approach to generating alpha with moderate relative risk, suitable for investors seeking sizable excess returns
Speak with our team to explore how Emerging Markets Equities could strengthen your portfolio.
Markets are no longer moving uniformly, so results increasingly depend on where and how you invest. Active, disciplined selection is essential.
