Emerging markets’ second growth wave is straight ahead

Kees Verbaas - Global Head of Fundamental Equity
Jan de Bruijn - Client Portfolio Manager
Jan de Koning - Head of Client Portfolio Management

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.

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"

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