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Why invest in Emerging Markets?
The growing opportunity in Emerging Markets
Emerging Markets (EM) are home to over 80% of the world’s population and account for the majority of global GDP growth. This strong growth trajectory is expected to continue, with EMs forecast to contribute the bulk of global economic growth by 2035.
EM country fundamentals have improved considerably in recent years, driven by economic reforms and prudent monetary and fiscal policies. This is leading to attractive current account and fiscal positions relative to history and the developed world. Likewise, default risk amongst EM corporates is at historical lows, following significant lowering of leverage and improvement in cash ratios.
The investment opportunity set is also becoming increasingly attractive, offering exposure to a diverse group of economies and sectors with appealing demographics benefiting from a range of structural growth trends.
In an environment of ongoing volatility, we believe some of the most compelling and undervalued investment opportunities reside within EM, offering the potential for diversification and uncorrelated returns.
Why partner with our Emerging Market investment teams?
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.
While both teams have their own investment approach, there are commonalities in their strong track records of performance, breadth of network and depth of relationship with key decision-makers.
Central to their respective approaches is a rigorous and repeatable investment process.
Proprietary, bottom-up research, combined with significant macro input and top-down overlay, enables them to uncover prospective investments and mitigate risks effectively.
Complementing this approach is the on-the-ground research our EM teams do, with frequent travel to the regions and meaningful engagement with corporates, sovereigns and key stakeholders. This allows them to stay attuned to emerging trends, regulatory developments, and market shifts.
Hear direct from our experts
The heads of our respective fixed income and equity desks, Polina Kurdyavko and Phil Langham discuss why they believe EM is important in forming a balanced portfolio, the benefits this exposure holds, as well as why and how investors might use our investment strategies within their portfolio.
Our Emerging Markets specialisms
Within fixed income, our EM team offers active long-only, total-return and alternative solutions across sovereign and corporate debt, in hard and local currency.
Since its foundation in 2009, our EM equity team has invested in high quality companies operating in areas of long-term structural growth.
Emerging Markets Reports
EM Equity Outlook Report 2025
We share a summary of our RBC EM Equity Outlook report for 2025, which includes macroeconomics, valuations, earnings, styles, themes, and ESG reforms.
EM Equity ESG Report 2024
We present the RBC Emerging Markets Equity team’s ninth ESG report.
RBC Emerging Markets Equity Annual Climate Report 2024
Our EM Equity team makes measuring and monitoring the climate-related risks and opportunities of their strategy a key focus of ESG research.
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