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EM to the core, Ep. 6/7 – Performance dispersion and the alpha opportunity
Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set for true active managers to compound value.
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By Robeco
5
22 ratings
Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set for true active managers to compound value.
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