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.
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.
Join us for an in-depth discussion on our 2026 outlook for emerging markets. In RBC GAM’s 10th annual webinar on the topic, experts Polina Kurdyavko, Head of BlueBay Emerging Markets Debt, and Laurence Bensafi, Deputy Head of Emerging Market Equities, will delve into topics such as:
The potential for continued EM equities outperformance
How EM equities offer exposure to the AI theme at a fraction of the cost
The positive impact of US tariffs on the asset class
The solid fundamentals of EM debt and the opportunities in local markets
Listen in to hear how our experts are navigating shifting global dynamics and identifying investment opportunities across emerging market asset classes.
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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.
"Clients would benefit from having a fixed income solution within emerging markets as part of their broader diversified portfolio."
"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."
Emerging market debt can offer higher secular growth rates, enhanced yield, and diversification benefits relative to developed markets.
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 mitigates the impact of performance headwinds for US clients.
Learn more about our Emerging Markets strategies