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Robeco Next Digital Billion will pursue a high-conviction, benchmark-agnostic strategy with a portfolio of between 30 and 50 companies, diversifying within selected stocks across various sectors and geographies.
Sharply
accelerating profits, supportive leading indicators, and bargain
valuations make Brazil and Latin America overall seem very attractive.
Crisis can be fertile ground for populism. The unique characteristics of COVID-19 may have stifled unrest initially, but the pandemic has exacerbated inequality and poverty, which could fuel public discontent, impacting political and policy paths.
We have chatted to the portfolio Managers of the Schroder International Selection Fund Global Credit High Income and the Aberdeen Standard SICAV I – Frontier Markets Bond Fund.
The recent resilience shows how smaller stocks offer investors an attractive way to access emerging markets without taking on more large-cap or China risk.
Alejandro Arevalo, Head of Emerging Market Debt, discusses recent volatility in the Chinese real estate sector. He also looks at other recent news that has been driving emerging market debt.
Themes
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