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29-11-2022 · Webinar

Sleeping giants – the case for emerging markets

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.

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    Authors

  • Arnout van Rijn - Portfolio Manager

    Arnout van Rijn

    Portfolio Manager

  • Pim van Vliet - Head of Conservative Equities and Chief Quant Strategist

    Pim van Vliet

    Head of Conservative Equities and Chief Quant Strategist

Key topics covered:

  1. What ‘sleeping giant’ countries, sectors and companies offer the best picks

  2. Why sustainability is vital when assessing risks in emerging market economies

  3. How quant techniques can be applied to lower volatility or relative risk

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.

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