Insight

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.


Authors

    Client Portfolio Manager
    Meena Santhosh
    Client Portfolio Manager
    Head of Quant Client Portfolio Management

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