Portfolio Manager
• Podcast
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.
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Discover emerging opportunities
For investors focused on long-term investing with real diversification, EM exposure is critical.
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This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
