Find ideas for investing effectively in emerging and frontier economies
Emerging markets have evolved in recent years and now there is a compelling case for long-term investors to increase their allocation to the asset class.
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.
Chinese authorities are now fully behind the technology sector after years of cracking down on it. Self-sufficiency in semiconductors and AI has become a top strategic priority, driven by geopoliti...
Emerging market (EM) central banks eased monetary policy in 2025, driven by disinflation and uneven growth. There is room for further rate cuts in 2026.
Backed by solid fundamentals, competitive yields and increased economic resilience in issuing countries, emerging market debt now appears to be an attractive investment opportunity.
Yen surged on US Treasury activity amid benign US inflation. India-EU trade and Colombia/Chile fiscal reforms highlight EM shifts. Global diplomacy saw US-Ukraine-Russia talks, while Fitch boosted...
Water, biodiversity, cybersecurity and Korea governance: discover the key insights shaping Robeco’s Q4 Active Ownership actions.
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