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Prior to joining Robeco in 2018, Jan was Managing Partner of Sephira EM Asia, an emerging Asia equity fund based in London. Previously, he was Head of Global Emerging Markets at Mackenzie Investments and Head of Asian Equities at Lion Global Investments, both in Singapore, and he held several roles as lead portfolio manager of Asian related funds for Gartmore, Threadneedle, Scottish Widows and Shell Pension Fund. He started his career in the industry in 1992. 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Tanto los centros de datos de inteligencia artificial como las energías renovables requieren cobre, litio, níquel, cobalto, tierras raras y metales preciosos, muchos de los cuales se extraen y procesan cada vez más en los ME. La geopolítica y la rivalidad entre EE.UU. y China están elevando el valor estratégico de estos recursos e impulsando el nacionalismo de los recursos, a medida que los gobiernos de los mercados emergentes renegocian los cánones e impulsan el valor añadido local. Las mineras mundiales se enfrentan a condiciones más duras y a los riesgos de los proyectos, mientras crece un ecosistema más amplio de empresas de recursos que cotizan en ME. Para los asignadores a largo plazo, la dotación de recursos de ME es un viento de cola estructural.",[],"Los mercados emergentes impulsan la IA y la energía con minerales clave—descubre por qué los inversores pueden 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Póngase en contacto con su Client Relationship Manager en Robeco para obtener más información. ",[],{"id":917,"items":918},"5iTIOUkYYtQSeSZYluAfoB",[919,924,929],{"id":920,"internal":921,"title":922,"url":923},"5dTJ1nY4Zkwy3ouTbxheKZ","client-portal","MyRobeco","\u002Fportal#\u002F",{"id":925,"internal":926,"title":927,"url":928},"2LhyOnhfpCcaQabHry6y8V","settings","Settings","\u002Fportal#\u002Fsettings\u002Fprofile",{"id":930,"internal":931,"title":932,"url":933},"4UvrdpaXTbVZvsrOorhZT0","faq","FAQ","\u002Fportal\u002Ffaq",[],[936,968,1052,1073,1085,1165,1166,1195,1219,1231,1253,1308,1337],{"id":127,"text":937,"design":966,"type":126},{"nodeType":9,"data":938,"content":939},{},[940],{"nodeType":13,"data":941,"content":942},{},[943,947,962],{"nodeType":17,"data":944,"value":945,"marks":946},{},"Los mercados emergentes han pasado a ",[],{"nodeType":948,"data":949,"content":957},"entry-hyperlink",{"target":950,"type":29,"props":953},{"sys":951},{"id":952,"type":27,"linkType":28},"7LS8WNcRxy3dLgw1M1cLz0",{"id":952,"internal":954,"title":955,"url":956,"isAllowed":33},"2026-03-02 | Emerging markets’ strength comes from within","La fortaleza intrínseca que impulsa a los mercados emergentes","\u002Fvision-de-mercado\u002F2026\u002F03\u002Femerging-markets-strength-comes-from-within",[958],{"nodeType":17,"data":959,"value":960,"marks":961},{},"ocupar posiciones de liderazgo en tecnologías clave",[],{"nodeType":17,"data":963,"value":964,"marks":965},{}," que apoyan el desarrollo de la IA, como la fabricación de semiconductores (véase la Figura 1a), y el desarrollo y la fabricación de tecnologías de energías renovables como los paneles solares (véase la Figura 1b).",[],{"alignment":967},"100 Center",{"id":129,"text":969,"design":1050,"type":126},{"nodeType":9,"data":970,"content":971},{},[972],{"nodeType":22,"data":973,"content":1049},{"target":974,"type":977,"props":978},{"sys":975},{"id":976,"type":27,"linkType":28},"IJUUugPEjsSOFMravNrkN","columns",{"id":976,"columns":979},[980,1016],{"nodeType":9,"data":981,"content":982},{},[983,992,1004],{"nodeType":13,"data":984,"content":985},{},[986],{"nodeType":17,"data":987,"value":988,"marks":989},{},"Figura 1a:  ME dominan la producción de semiconductores",[990],{"type":991},"bold",{"nodeType":22,"data":993,"content":1003},{"target":994,"type":997,"props":998},{"sys":995},{"id":996,"type":27,"linkType":28},"dgpwQGTP1wrUtSdnHwR94","image",{"id":999,"src":1000,"width":1001,"height":1002,"alt":62},"5uYgxpj8lPy7Rby7A2yK5R","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F5uYgxpj8lPy7Rby7A2yK5R\u002Fa747dbf8d47e2a8a10eb1ca41e1b1efe\u002Fdocu-20260507-emerging-markets-are-in-pole-position-in-the-resources-race-fig1a.png",766,508,[],{"nodeType":13,"data":1005,"content":1006},{},[1007,1012],{"nodeType":17,"data":1008,"value":1009,"marks":1010},{},"Fuente:",[1011],{"type":991},{"nodeType":17,"data":1013,"value":1014,"marks":1015},{}," TrendForce\u002FVisual Capitalist (estimaciones para 2024-2025)\t",[],{"nodeType":9,"data":1017,"content":1018},{},[1019,1027,1038],{"nodeType":13,"data":1020,"content":1021},{},[1022],{"nodeType":17,"data":1023,"value":1024,"marks":1025},{},"Figura 1b: China y otros países emergentes dominan la producción solar",[1026],{"type":991},{"nodeType":22,"data":1028,"content":1037},{"target":1029,"type":997,"props":1032},{"sys":1030},{"id":1031,"type":27,"linkType":28},"4AzLelKtrlwLuFT99p0t2s",{"id":1033,"src":1034,"width":1035,"height":1036,"alt":62},"4SIjmX1ThfjWsLVn1yYei1","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F4SIjmX1ThfjWsLVn1yYei1\u002F737381de7a7eb2efca9dd714ba13ac76\u002Fdocu-20260507-emerging-markets-are-in-pole-position-in-the-resources-race-fig1b.png",700,504,[],{"nodeType":13,"data":1039,"content":1040},{},[1041,1045],{"nodeType":17,"data":1042,"value":1009,"marks":1043},{},[1044],{"type":991},{"nodeType":17,"data":1046,"value":1047,"marks":1048},{}," StatRanker. Producción de módulos ",[],[],{"alignment":1051},"100 Left",{"id":132,"title":1053,"text":1054,"link":1064,"image":1069,"design":1072,"type":131},"Descubrir oportunidades emergentes",{"nodeType":9,"data":1055,"content":1056},{},[1057],{"nodeType":13,"data":1058,"content":1059},{},[1060],{"nodeType":17,"data":1061,"value":1062,"marks":1063},{},"Para los inversores que buscan una diversificación real y mantienen un horizonte a largo plazo, la exposición a los ME es fundamental.",[],{"id":1065,"internal":1066,"title":1067,"url":1068,"variant":34},"2G3M9OBAfymgFNKNGFT6Bx","Emerging Markets equities - Discover emerging opportunities ","Emerging markets investing","\u002Finversion-en-mercados-emergentes",{"id":1070,"src":1071,"width":60,"height":327,"alt":62,"focalPoint":244},"2KkWd3nwwkNtPB1BXkWin3","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F2KkWd3nwwkNtPB1BXkWin3\u002F15d43ad188faf4db0b36e37273de8a28\u002Femerging-markets-equities-metaaldetector-4000x2250.jpg",{},{"id":134,"text":1074,"design":1084,"type":126},{"nodeType":9,"data":1075,"content":1076},{},[1077],{"nodeType":13,"data":1078,"content":1079},{},[1080],{"nodeType":17,"data":1081,"value":1082,"marks":1083},{},"Ambos sectores están atrayendo ingentes inversiones de capital tanto en los mercados desarrollados como en los mercados emergentes, tal y como muestran las figuras 2a y 2b.",[],{"alignment":967},{"id":136,"text":1086,"design":1164,"type":126},{"nodeType":9,"data":1087,"content":1088},{},[1089],{"nodeType":22,"data":1090,"content":1163},{"target":1091,"type":977,"props":1094},{"sys":1092},{"id":1093,"type":27,"linkType":28},"6aVlRXN3QZmauBEfyRGavW",{"id":1093,"columns":1095},[1096,1130],{"nodeType":9,"data":1097,"content":1098},{},[1099,1107,1118],{"nodeType":13,"data":1100,"content":1101},{},[1102],{"nodeType":17,"data":1103,"value":1104,"marks":1105},{},"Figura 2a: Tres escenarios para las inversiones en bienes de capital mundial de IA 2025-2030",[1106],{"type":991},{"nodeType":22,"data":1108,"content":1117},{"target":1109,"type":997,"props":1112},{"sys":1110},{"id":1111,"type":27,"linkType":28},"1ZAVSEjytBMwKzfEKPV8mE",{"id":1113,"src":1114,"width":1115,"height":1116,"alt":62},"4tkVqNIhibVUHSis2OY0tm","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F4tkVqNIhibVUHSis2OY0tm\u002F1f999b7c18ddb7bf02c10a396ad4d05e\u002Fdocu-20260507-emerging-markets-are-in-pole-position-in-the-resources-race-fig2a.jpg",720,537,[],{"nodeType":13,"data":1119,"content":1120},{},[1121,1126],{"nodeType":17,"data":1122,"value":1123,"marks":1124},{},"Fuente",[1125],{"type":991},{"nodeType":17,"data":1127,"value":1128,"marks":1129},{},": Proyecciones de McKinsey de abril de 2025 que abarcan la infraestructura de los centros de datos, los equipos informáticos relacionados y el inversiones en bienes de capital de generación de energía para dar soporte a los centros de datos.",[],{"nodeType":9,"data":1131,"content":1132},{},[1133,1141,1152],{"nodeType":13,"data":1134,"content":1135},{},[1136],{"nodeType":17,"data":1137,"value":1138,"marks":1139},{},"Figura 2b: Inversión en energías renovables de nueva construcción de los ME frente a los MD ",[1140],{"type":991},{"nodeType":22,"data":1142,"content":1151},{"target":1143,"type":997,"props":1146},{"sys":1144},{"id":1145,"type":27,"linkType":28},"25KGwwFx8y6s3XNOzA0VFS",{"id":1147,"src":1148,"width":1149,"height":1150,"alt":62},"4L8VMtlS7Yq45pF37GyUiU","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F4L8VMtlS7Yq45pF37GyUiU\u002F5f4f4b816dd54e87e576fb764dce0945\u002Fdocu-20260507-emerging-markets-are-in-pole-position-in-the-resources-race-fig2b.jpg",800,585,[],{"nodeType":13,"data":1153,"content":1154},{},[1155,1159],{"nodeType":17,"data":1156,"value":1009,"marks":1157},{},[1158],{"type":991},{"nodeType":17,"data":1160,"value":1161,"marks":1162},{}," BloombergNEF, Fondos de inversión en el clima, Banco Mundial, marzo de 2025.",[],[],{"alignment":1051},{"id":132,"title":1053,"text":1054,"link":1064,"image":1069,"design":1072,"type":131},{"id":139,"text":1167,"design":1194,"type":126},{"nodeType":9,"data":1168,"content":1169},{},[1170],{"nodeType":13,"data":1171,"content":1172},{},[1173,1177,1181,1184,1188,1191],{"nodeType":17,"data":1174,"value":1175,"marks":1176},{},"Además, ambos sectores están indisolublemente vinculados. La revolución de la IA está contribuyendo a aumentar la demanda de electricidad, lo cual a su vez incrementa la demanda de fuentes de generación de energía, ya sea mediante combustibles fósiles, nucleares o renovables. El repentino salto de los precios del petróleo y el GNL provocado por la guerra de Irán en marzo de 2026 también ha ilustrado la fragilidad de las cadenas de suministro de combustibles fósiles y es probable que acelere aún más la inversión mundial en energías renovables, electrificación y eficiencia.  ",[],{"nodeType":1178,"data":1179,"key":1180},"break",{},"break-0-0",{"nodeType":1178,"data":1182,"key":1183},{},"break-0-1",{"nodeType":17,"data":1185,"value":1186,"marks":1187},{},"Además, ambas tendencias dependen en gran medida de los mismos recursos minerales para hacer posible la construcción de infraestructuras (véase la Tabla 1), lo que ha provocado un aumento de la demanda de estos materiales concretos. ",[],{"nodeType":1178,"data":1189,"key":1190},{},"break-0-2",{"nodeType":1178,"data":1192,"key":1193},{},"break-0-3",{"alignment":967},{"id":142,"internal":1196,"title":1197,"image":1198,"source":1202,"design":1217,"type":141},"2026-05-07 | Emerging markets are in pole position in the resources race - 06","Tabla 1: Determinados insumos minerales que se solapan tanto en la IA como en la construcción de infraestructuras de energías renovables ",{"id":1199,"src":1200,"width":1149,"height":1201,"alt":62},"7GwLX4IDhPLFhYsS3K3tEC","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F7GwLX4IDhPLFhYsS3K3tEC\u002F0bbe816cfb1cb9b8f7fdd173d0da0748\u002Fdocu-20260507-emerging-markets-are-in-pole-position-in-the-resources-race-table1-es.jpg",472,{"nodeType":9,"data":1203,"content":1204},{},[1205],{"nodeType":13,"data":1206,"content":1207},{},[1208,1213],{"nodeType":17,"data":1209,"value":1210,"marks":1211},{},"Fuentes:",[1212],{"type":991},{"nodeType":17,"data":1214,"value":1215,"marks":1216},{}," AIE, Grupo de Trabajo de las Naciones Unidas sobre Minerales Esenciales para la Transición Energética – diciembre de 2025; La inteligencia artificial y la escasez de minerales esenciales – FP Analytics, octubre de 2025.",[],{"background":1218},"White",{"id":144,"text":1220,"design":1230,"type":126},{"nodeType":9,"data":1221,"content":1222},{},[1223],{"nodeType":13,"data":1224,"content":1225},{},[1226],{"nodeType":17,"data":1227,"value":1228,"marks":1229},{},"De estos minerales clave, fundamentales tanto para la IA como para la transición energética, una parte significativa de las reservas y la producción económicamente viables se concentra en las economías emergentes (véase la Figura 3).",[],{"alignment":967},{"id":146,"internal":1232,"title":1233,"image":1234,"source":1238,"design":1252,"type":141},"2026-05-07 | Emerging markets are in pole position in the resources race - 08","Gráfico 3: Porcentaje de la producción minera de minerales esenciales en los ME frente a los MD en 2024 ",{"id":1235,"src":1236,"width":1149,"height":1237,"alt":62},"TK5WjtQP57tjclIoS9BgT","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002FTK5WjtQP57tjclIoS9BgT\u002F934084a15d77856c55809cc9314298c6\u002Fdocu-20260507-emerging-markets-are-in-pole-position-in-the-resources-race-fig3.jpg",298,{"nodeType":9,"data":1239,"content":1240},{},[1241],{"nodeType":13,"data":1242,"content":1243},{},[1244,1248],{"nodeType":17,"data":1245,"value":1210,"marks":1246},{},[1247],{"type":991},{"nodeType":17,"data":1249,"value":1250,"marks":1251},{}," AIE (2025), Perspectivas mundiales sobre minerales esenciales 2025, AIE, París www.iea.org\u002Freports\u002Fglobal-critical-minerals-outlook-2025, Licencia: CC BY 4.0. «Otros» incluye a Rusia y los recursos objeto de disputa ",[],{"background":1218},{"id":148,"text":1254,"design":1307,"type":126},{"nodeType":9,"data":1255,"content":1256},{},[1257,1296,1302],{"nodeType":13,"data":1258,"content":1259},{},[1260,1264,1266,1268,1272,1282,1286,1289,1292],{"nodeType":17,"data":1261,"value":1262,"marks":1263},{},"Por ejemplo, Sudáfrica sigue siendo la fuente mundial más fiable de MGP. Chile, Zambia, Indonesia y la República Democrática del Congo (RDC) aportan el resto de la producción mundial de cobre, mientras que China domina la extracción de tierras raras y, sobre todo, su procesamiento. Indonesia es también el principal proveedor de níquel, y la RDC domina la extracción de cobalto. El mayor minero de litio del mundo es un mercado desarrollado (Australia), pero el resto se produce en Chile, Argentina, China y varias naciones africanas. ",[],{"nodeType":1178,"data":1265,"key":1180},{},{"nodeType":1178,"data":1267,"key":1183},{},{"nodeType":17,"data":1269,"value":1270,"marks":1271},{},"La localización de estos minerales ha cobrado especial importancia por la tensión geopolítica entre EE.UU. y China. Las relaciones comerciales están empeorando y las dos potencias mundiales han establecido pilas tecnológicas y militares-industriales rivales. En particular, China ha construido una posición dominante en el procesamiento de metales y tierras raras, superando en competencia a los sectores del acero y la fundición de EE.UU. y Europa, y haciéndoles dependientes de China para el equilibrio del suministro refinado en muchos insumos industriales clave. Ello, a su vez, ha hecho que EE.UU. clasifique su cadena de suministro de minerales como una prioridad de la política de seguridad nacional,",[],{"nodeType":1273,"data":1274,"content":1281},"embedded-entry-inline",{"target":1275,"type":1278,"props":1279},{"sys":1276},{"id":1277,"type":27,"linkType":28},"4Jx7VjgqsQKtV3cqvNzA3w","superscript",{"text":1280},"1",[],{"nodeType":17,"data":1283,"value":1284,"marks":1285},{},"  en vez de una cuestión que pueda dejarse a las fuerzas del mercado. ",[],{"nodeType":1178,"data":1287,"key":1288},{},"break-2-0",{"nodeType":1178,"data":1290,"key":1291},{},"break-2-1",{"nodeType":17,"data":1293,"value":1294,"marks":1295},{},"En nuestra opinión, es probable que este nuevo entorno aumente el valor de la generosa dotación de minerales de los mercados emergentes y también proporcione a las economías emergentes un mayor apalancamiento para captar valor. ",[],{"nodeType":22,"data":1297,"content":1301},{"target":1298,"type":29,"props":1300},{"sys":1299},{"id":26,"type":27,"linkType":28},{"id":26,"internal":5,"title":31,"url":32,"external":33,"openInNewWindow":33,"variant":34},[],{"nodeType":13,"data":1303,"content":1304},{},[1305],{"nodeType":1178,"data":1306,"key":1180},{},{"alignment":967},{"id":150,"text":1309,"design":1336,"type":126},{"nodeType":9,"data":1310,"content":1311},{},[1312,1320],{"nodeType":1313,"data":1314,"content":1315},"heading-4",{},[1316],{"nodeType":17,"data":1317,"value":1318,"marks":1319},{},"Nota al pie",[],{"nodeType":13,"data":1321,"content":1322},{},[1323,1326,1332],{"nodeType":17,"data":1324,"value":62,"marks":1325},{},[],{"nodeType":1273,"data":1327,"content":1331},{"target":1328,"type":1278,"props":1330},{"sys":1329},{"id":1277,"type":27,"linkType":28},{"text":1280},[],{"nodeType":17,"data":1333,"value":1334,"marks":1335},{},"La nueva orden ejecutiva vincula la seguridad de los minerales esenciales de EE.UU. a las asociaciones mundiales - Centro de Estudios Estratégicos e Internacionales – 15 de enero de 2026",[],{"alignment":967},{"id":152,"title":1338,"text":1339,"link":1349,"design":1353,"type":131},"¿Qué oportunidades ofrecen los ME?",{"nodeType":9,"data":1340,"content":1341},{},[1342],{"nodeType":13,"data":1343,"content":1344},{},[1345],{"nodeType":17,"data":1346,"value":1347,"marks":1348},{},"Reciba nuestro newsletter para profundizar en las oportunidades de inversión en ME.",[],{"id":1350,"internal":1351,"title":1352,"url":608,"variant":609},"5NEPIeDlsKSXSAPV1mpD7t","Newsletter Subscribe | Find out more - secondary blue","Más información",{"cirle":1354},"Blue"]