Partner Insight: The world needs what emerging markets have

Artificial intelligence, energy security and strategic resources are putting emerging markets at the centre of some of the world's most important investment themes.

clock • 1 min read
undefined

Many emerging economies occupy critical positions in semiconductor manufacturing, supply chains and the production of the resources needed to support both AI infrastructure and the energy transition. The asset class also offers a combination of attractive valuations and stronger growth prospects than many developed markets.

For investors willing to look beyond short-term market noise, emerging markets present a broad opportunity set spanning technology, consumer growth, natural resources and industrial development.

In our exclusive Emerging Markets Watchlist, investment experts from Polar Capital and Robeco discuss the themes, opportunities and risks shaping the asset class.

Explore insights in the new Emerging Markets Watchlist.  

By clicking "Read Here" you agree to the data protection statement below and the sharing of your details with Polar Capital and Robeco.

More on Emerging markets

Deep Dive: Latin America moves away from 'purely resources' story

Deep Dive: Latin America moves away from 'purely resources' story

Selective positioning required

Michael Nelson
clock 10 July 2026 • 4 min read
The Big Question: Should China still be considered an emerging market?

The Big Question: Should China still be considered an emerging market?

Ten experts answer

Maria Nicholls
clock 03 July 2026 • 1 min read
Partner Insight: Short on oil, shorter on compute power

Partner Insight: Short on oil, shorter on compute power

While the full impact of supply chain disruption may still lie ahead, Polar Capital's Jorry Nøddækker argues that the world's bigger shortage is compute power. He discusses AI, China, North Asia and the outlook for emerging markets in 2026.

Polar Capital
clock 01 July 2026 • 1 min read
Trustpilot