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

    Head of Emerging Markets team
    Portfolio Manager and Co-Head of Robeco’s Global Equity team

Emerging Stars Equities D EUR

performance ytd (30-6)
31,63%
Performance 3y (30-6)
23,29%
morningstar (30-6)
4 / 5
SFDR (30-6)
Article 8
Dividend Paying (30-6)
No
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Descubrir oportunidades emergentes

Para los inversores que buscan una diversificación real y mantienen un horizonte a largo plazo, la exposición a los ME es fundamental.

Emerging markets investing

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