EM to the core, Episode 4 – Emerging markets in a multi-polar world

Framing around emerging markets has typically focused on risk, but long‑term investors see mispriced opportunity. In this ‘EM to the core’ episode, Daniela da Costa-Bulthuis, portfolio manager in Robeco’s Emerging Markets Equities team, shares how she looks through the geopolitical noise to focus on how different emerging markets are repositioning themselves in a multi-polar world, and how to employ EM as a risk stabilizer versus developed markets.