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.

Watch replay


  • Arnout van Rijn

    Portfolio Manager

  • Pim van Vliet

    Head of Conservative Equities and Chief Quant Strategist

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 topics 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

Watch replay