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Why invest in emerging markets (EM)?

In an environment of ongoing volatility, we believe some of the most compelling and undervalued investment opportunities reside within emerging markets.

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Undervalued opportunities

Emerging markets can be undervalued compared developed markets, leading to alpha generating opportunities.

Growth potential

In coming years, emerging markets countries are expected to account for 70% of global GDP growth.1

Global diversification

Emerging markets are home to over 80% of the world’s population across more than 80 countries.

1 RBC GAM, IMF World Economic Outlook, Macrobond, October 2024. Based on IMF forecasts from 2024-2029.

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Polina's Perspective

Polina Kurdyavko hits the road, reflecting on her observations from around the world while tying in fresh investment perspectives related to emerging markets. For investors that are both armchair travelers and road warriors, these insights will open your eyes to the opportunities abroad. Subscribe to receive her latest note.

Around the World with the EME Team

Embark on a journey with our Emerging Markets Equity team as they venture into the diverse landscapes of international investing. From the bustling streets of India to the deserts of Africa, we share our insights and experiences with honesty and curiosity. We hope you will come along for the ride.

Weekly EMD market update

Senior Portfolio Manager Anthony Kettle's weekly BlueBay Emerging Market Debt commentary offers readers a concise yet wide-ranging macro overview. Kettle covers markets large and small, providing insight on how financial, political, and economic developments in one region affect markets elsewhere. Here is his latest insight.


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How can EM balance your portfolio?

The heads of our EM fixed income and equity desks discuss why they believe EM is important in forming a balanced portfolio.

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"Clients would benefit from having a fixed income solution within emerging markets as part of their broader diversified portfolio."

Polina Kurdyavko
Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager

"If we look at emerging markets as a percentage of global GDP, that figure is now well over 50% and emerging markets have really been driving global growth in recent years."

Phil Langham
Managing Director and Senior Portfolio Manager, Head Of Emerging Market Equities,

Register for EM events

Fixed Income Strategy: Broadening the Menu

Hosted by Pensions & Investments
Featuring Anthony Kettle, BlueBay Senior Portfolio Manager

Wednesday, June 18 | 2:00 - 3:00PM ET

While fixed income investors continue to assess the implications of shifting U.S. trade policy and fiscal policy concerns, the asset class is providing a solid ballast for institutional portfolios. Given somewhat higher expectations for a global growth slowdown, fixed income is positioned to deliver both the income and diversification that investors seek. In today’s market environment, how are fixed income managers assessing duration risk and credit risk in the U.S. and international markets? With the end of U.S. exceptionalism, which countries are presenting monetary and fiscal policy that’s supportive of credit — and where are the opportunities? What are the range of approaches — from active management to customized indexing and benchmarking — that can help investors refine their asset exposures and meet specific portfolio targets?

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Why partner with RBC Global Asset Management?

We have been investing in EM for more than three decades. Our stable and highly experienced EM equity and fixed income teams bring considerable market knowledge, which we believe enhances our ability to effectively source alpha opportunities and protect against performance headwinds for US clients.

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