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Why invest in emerging markets (EM)?

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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.

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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 of developed market equities

  • The positive impact of U.S. tariffs on EM

  • 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.

Watch replay
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How can EM balance your portfolio?

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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."

Polina Kurdyavko, CFA® Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager, RBC Global Asset Management (UK) Limited.
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"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."

Philippe Langham Managing Director and Senior Portfolio Manager, Head of Emerging Markets Equities
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Why partner with RBC Global Asset Management?

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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.

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This material is provided by RBC Global Asset Management (RBC GAM) for informational purposes only and may not be reproduced, distributed or published without the written consent of RBC GAM or its affiliated entities listed herein. This material does not constitute an offer or a solicitation to buy or to sell any security, product or service in any jurisdiction; nor is it intended to provide investment, financial, legal, accounting, tax, or other advice and such information should not be relied or acted upon for providing such advice. This material is not available for distribution to investors in jurisdictions where such distribution would be prohibited.

RBC GAM is the asset management division of Royal Bank of Canada (RBC) which includes RBC Global Asset Management Inc. (RBC GAM Inc.), RBC Global Asset Management (U.S.) Inc. (RBC GAM-US), RBC Global Asset Management (UK) Limited (RBC GAM-UK), and RBC Global Asset Management (Asia) Limited (RBC GAM-Asia), which are separate, but affiliated subsidiaries of RBC.

In Canada, this material is provided by RBC GAM Inc. (including PH&N Institutional), each of which is regulated by each provincial and territorial securities commission with which it is registered. In the United States, this material is provided by RBC GAM-US, a federally registered investment adviser. In Europe this material is provided by RBC GAM-UK, which is authorised and regulated by the UK Financial Conduct Authority. In Asia, this material is provided by RBC GAM-Asia, which is registered with the Securities and Futures Commission (SFC) in Hong Kong.

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