Head of Emerging Markets team
• Podcast
Podcast: Geopolitics and AI boost emerging markets prospects
Equity investing has always been about understanding businesses from the ground up. But we’re now in an era when geopolitics matters more, where power is shifting, and in which a handful of technologies are reshaping entire industries.
So the key question for investors today is how shareholder value is created and defended in a world that feels noisier, faster, and more fragmented than before. And that’s what we’re exploring in this episode.
Authors
Portfolio Manager and Co-Head of Robeco’s Global Equity team
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