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The strategic rise of emerging markets

Structural shifts in the global economy coupled with geopolitical conflict, trade fragmentation and fiscal pressures are prompting a rebalancing of global investment portfolios. Despite global trade tensions, emerging markets are benefiting from easing inflation, improved balance sheets, and a weaker US dollar – conditions that support EM investment and growth in the long term.

Manage risk, navigate complexity and target the best EM opportunities with Robeco in equities, quant, fixed income and credits.

Authors

    Client Portfolio Manager
    Meena Santhosh
    Client Portfolio Manager
    Global Head of Client Portfolio Management

Important information

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.

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