In this webinar, Arnout van Rijn, Portfolio Manager, draws on his extensive experience as former CIO Asia Pacific to shed light on what’s changed from previous cycles to make the current outlook so promising. Wim-Hein Pals, Head of Emerging Markets team, talks about how he zeroes-in on his favoured markets in the EM universe. Jeroen Hagens, Client Portfolio Manager Quant Equities, shows how quantitative strategies can give you an edge in EM investing.
The historic under-allocation from global investors, combined with their valuation discount, means the time for emerging markets is now. This is a webinar you can't afford to miss.
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09-11-2023 · Product webinar
A new epoch in emerging markets
Emerging markets are well placed to take the lead in the next global equity upcycle. Low core inflation, an advantageous demographic structure underpinning fiscal stability, and steady growth in consumption and wealth accumulation characterize our favored emerging economies in Central Europe, Latin America and Asia. These regions host companies that are future global leaders in key industries undergoing rapid technological change, including semiconductors, batteries, renewable energy and fintech.
Arnout van Rijn
Portfolio Manager
Wim-Hein Pals
Head of Emerging Markets team
Jeroen Hagens
Client Portfolio Manager
Authors
Top keywords
Our experts discuss:
Why emerging markets have immediate scope supportive monetary and fiscal policy
Which regions, countries and sectors are most attractive
How emerging markets can help diversify your portfolio
