Robeco Asset Management Podcast
Business:Investing
Early this year, investors were notably enthusiastic about emerging market equities. And, as the months have gone by, funds have flowed towards this asset class. While returns have been fair, investors are still waiting for the big pay-off from the emerging market bet. How patient ought investors to be, and how rewarding will that pay-off be in the end? We discuss this with portfolio managers Wim-Hein Pals and Jaap van der Hart.
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Making the portfolio more concentrated hasn’t made it more risky
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Only in hindsight you will see the benefits of low vol-investing
Investing in emerging markets takes nerves of steel
Factor investing is by no means a black box
We are approaching Peak Environment right now
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