Yet, allocation to emerging markets remains low, especially among institutional investors. So, why has equity performance not kept pace with the economic growth seen in emerging markets over the years? How has Robeco’s approach to investing in emerging markets evolved since the strategy was launched in 1994? And how has country and sector allocation changed?
Robeco client portfolio manager Jan de Bruijn and head of emerging markets equities Wim-Hein Pals answer these and other questions in their white paper, ‘Never a dull moment: 25 years of emerging market investing.’
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