united kingdomen
Now is the time for value investing in emerging markets

Now is the time for value investing in emerging markets

10-12-2020 | Product webinar
Emerging market equities and the value style had a rough ride as investors sought more defensive regions and stocks during the Covid-19 pandemic. With vaccine now in sight, it’s time to consider the abundance of opportunities in this field. Seeking ‘smart value’ is the way forward, as the historical valuation gap between value and growth investing begins to close.
  • Jaap  van der Hart
    van der Hart
    Equity Fund Manager
  • Jan de Bruijn
    de Bruijn
    Client Portfolio Manager Emerging Markets
Portfolio Manager Jaap van der Hart and Client Portfolio Manager Jan de Bruijn outline how a value tilt is still the optimal strategy in emerging markets, where market inefficiencies make it easier to find the real gems. They discuss how a vaccine will boost economic recovery, and how more progressive and pro-China policies from US President-elect Joe Biden bode well for this dynamic arena
Subjects related to this article are:


Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.

The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.

In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.

In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.

If you are not an institutional client or professional investor you should therefore not proceed. By proceeding please note that we will be treating you as a professional client for regulatory purposes and you agree to be bound by our terms and conditions.

If you do not accept these terms and conditions, as well as the terms of use of the website, please do not continue to use or access any pages on this website.

I Disagree