Emerging Markets Equity

Seeking to provide long-term capital appreciation by investing in high-conviction portfolios of emerging markets equity securities. Combining rigorous stock-specific research with a top-down thematic overlay, and integration of material ESG factors.

Strategies

Connect with our team to learn more

Featured Tiles

Three drivers of growth and profitability in emerging markets

Insights

Earnings growth is set to become a key driver of EM equities returns in 2025. Guido Giammattei, EM Equity Portfolio Manager, looks at three key structural and cyclical drivers for a change in the EPS growth and profitability profile for the asset class.

G.Giammattei, RBC Emerging Markets Equity team
Mar 17, 2025
5 minutes to read

The Middle East: a region under transformation

Around the World with the EME Team

We landed in Riyadh, the vibrant capital of Saudi Arabia and main headquarters of the Gulf Cooperation Council, to find the city bustling on a Monday night. With a week ahead that included trips to two other member countries – Kuwait and Bahrain – we were looking forward to discovering more.

D.Jelic, RBC Emerging Markets Equity team
Mar 7, 2025
1 minutes to read

Chile: wind of change

Around the World with the EME Team

The Emerging Markets Equity team recently visited Chile, a country historically described as the ‘Switzerland of Latin America’, but also one whose reputation has been challenged of late.

C.Enemaerke, CFA, RBC Emerging Markets Equity team
Feb 12, 2025
2 minutes to read

Education in emerging markets: closing the gap

Insights

Within our EM Equity team, awareness of ESG factors at a country level is useful for positioning our portfolios in areas of long-term structural growth.

D.Jelic, RBC Emerging Markets Equity team
Jan 29, 2025
2 minutes to read

Webinar replay | Global shifts, local opportunities

Insights

RBC GAM’s 9th annual Emerging Markets Perspectives webinar took place on January 22nd with speakers Polina Kurdyavko, Laurence Bensafi, and moderator Jason Pasquinelli. This thought-provoking session explored topics of interest to emerging markets investors from both equity and debt perspectives.

L.Bensafi, CFA, P.Kurdyavko, CFA, J.Pasquinelli, CFA, BlueBay Fixed Income team
Jan 27, 2025
43 minutes, 14 seconds to watch

Indonesia & Vietnam: writing their own stories

Around the World with the EME Team

Our recent visits to Indonesia and Vietnam revealed several shared trends while highlighting distinct differences that set these two nations apart.

V.Erb, RBC Emerging Markets Equity team
Jan 24, 2025
1 minutes to read

The magic of India

Around the World with the EME Team

India’s economic journey over the past decade has been nothing short of magic, but for this growth to continue, there are some hurdles to overcome.

G.Giammattei, RBC Emerging Markets Equity team
Jan 24, 2025
1 minutes to read

Argentina: is this time different?

Around the World with the EME Team

We visited Argentina to form our own opinion on the sustainability of the rally and look for potential investment opportunities for our portfolios.

L.Bensafi, CFA, RBC Emerging Markets Equity team
Jan 15, 2025
2 minutes to read

EM Equity Outlook Report 2025

Insights

We share a summary of our RBC Emerging Markets Equity Outlook Report for 2025, which includes macroeconomics, valuations, earnings, styles, themes, and ESG reforms.

RBC Emerging Markets Equity team
Jan 10, 2025
2 minutes to read

Equities

Global Equity

Driven to make a positive difference for our clients. We utilize a disciplined approach and incorporate material ESG factors in creating focused high-conviction portfolios of great businesses which aim to deliver attractive risk-adjusted returns.

U.S. Equity

Our U.S. equity strategies offer access to the experience of RBC GAM and are managed by tenured professionals with extensive investment advisory experience. Our strategies adhere to a disciplined investment process that emphasizes style consistency and strives for strong risk-adjusted performance.

Asian Equity

Investing in high-quality businesses throughout the Asia region with the objective to generate long-term risk-adjusted returns. In-house research focused on fundamental analysis for bottom-up stock picking and risk management, plus active engagement with investee companies.

International Equity

Seeking to provide long-term capital growth by investing in a portfolio of securities located throughout the world, excluding the United States. Combining rigorous company level research conducted by our deeply experienced on the ground investment professionals and acute focus on risk management.