Portfolio Manager
• 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.
Autores/Autoras
Head of Conservative Equities and Chief Quant Strategist
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
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.
