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.
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