Sleeping giants - the case for emerging markets

29. November 2022 | 16:00 Uhr
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Emerging markets have taken a back seat as the world has focused on macroeconomic concerns. Yet they remain a tremendous opportunity, offering some of the highest growth rates in the world. This growth is becoming more sustainable - the ESG awareness that had sometimes been lacking is now spreading across emerging companies, offering tremendous and more sustainable growth potential.

In this webinar, veteran Asia investor Arnout van Rijn will discuss whether China and Asia are making a comeback, using his 15 years of experience as Robeco's CIO Asia Pacific in Hong Kong. Head of Quant Equity Pim van Vliet will outline how emerging markets can shine by applying a factor-based and risk-controlled approach, and senior portfolio manager Kamail Sangha will share his view for fundamental emerging market equities.

At the end of the session, we will have covered:

  • What 'sleeping giant' countries, sectors and companies offer the best picks
  • Why sustainability is vital when assessing risks in emerging market economies
  • How quant techniques can be applied to lower volatility or relative risk


Karnail SanghaRobeco
Arnout van RijnRobeco
Pim van VlietRobeco