Emerging market investors lead exciting lives – there’s never a dull moment. There are great opportunities as a result of economic, financial and political reform, favorable demographics, improved productivity and new markets and companies. But emerging countries have also suffered some of the most severe financial crises and generally witness more political turmoil and greater economic volatility than their developed peers.
These factors mean that equity returns can differ significantly from one emerging country to another. Finding the countries that are on the up while avoiding weaker markets can significantly affect returns. How can investors get to grips with such a diverse investment universe? At Robeco we regard these differences not just as a risk factor, but also as an opportunity to achieve better returns by actively focusing on the most attractive countries.
If you would like to find out more about the role that countries play in emerging markets and how Robeco tackles country allocation, read the white paper.
This report is not available for users from countries where the offering of foreign financial services is not permitted, such as US Persons.
Your details are not shared with third parties. This information is exclusively intended for professional investors. All requests are checked.
Robeco Institutional Asset Management B.V. (DIFC Branch) is regulated by the Dubai Financial Services Authority (“DFSA”) and only deals with Professional Clients and Market Counterparties, and does not deal with Retail Clients as defined by the DFSA.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.