03-05-2024 · Insight

Emerging markets’ second growth wave is straight ahead

Robeco’s Emerging Markets Equities strategy was launched in 1994. In the 30 tumultuous years since, the strategy has returned more than 750% in absolute terms, benefiting from a wave of globalization as economic power has rebalanced from west to east. In this special publication to celebrate our 30-year anniversary, Robeco experts explore why we are firmly positive on emerging markets equities and how best to explore this opportunity through both fundamental and quantitative strategies.

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    Authors

  • Kees Verbaas - Global Head of Fundamental Equity

    Kees Verbaas

    Global Head of Fundamental Equity

  • Jan de Bruijn - Client Portfolio Manager

    Jan de Bruijn

    Client Portfolio Manager

  • Jan de Koning - Head of Quant Client Portfolio Management

    Jan de Koning

    Head of Quant Client Portfolio Management

From the perspective of 2024, we believe emerging markets will drive the next era of global growth, leveraging increasingly healthy economic and demographic fundamentals compared to developed peers.

The best time to invest in emerging markets was 30 years ago. The next best time is today

Important information

The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.