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White papersEmerging markets’ strength is coming from within
In 2026, emerging market (EM) equities are now being driven by domestic demand, innovation ecosystems and local capital, rather than the US business cycle. If you’re still treating EM as a high‑beta add‑on to developed markets, you’re investing with yesterday’s map.
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White papersEmerging markets are in pole position in the resources race
With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific, we think EM investors will be beneficiaries of the global race for resources.
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White papersRobeco BP Global Premium Equities – defining value, Three Circles style
Investing in value equities, especially those outside of the US, has grown in favor as a means of diversifying away from the US market dominated by Big Tech, and growth investing itself. With concentration risk beginning to fuel negative investor sentiment toward many of the Magnificent Seven and other AI-related businesses, investor appetite has shifted, now favoring mispriced businesses exhibiting similar quality and earnings momentum characteristics.
