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Social infrastructure

What do we mean by social infrastructure? The RBC Emerging Markets Equity team defines social infrastructure as essential public assets and services that support people's daily lives and have a significant influence on their standard of living. Within this definition we include education, healthcare, housing, public transport, water & waste management, and renewable energy.
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Is there a technology bubble?

Technology has been a key investment area with strong structural tailwinds for some time, and the effects of COVID-19 have accelerated this trend. These developments, coupled with the strong performance of technology stocks globally this year, have prompted some to ask whether we are on the verge of another asset bubble? 
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Brands

Brand recognition plays an important role in Emerging Markets, with more than two thirds of consumers saying that they would prefer to buy products from familiar brands. In this report, we explore the power of brands and some of the key themes that will drive brand consumption in the future of Emerging Markets.
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Climate change

Climate change is an unavoidable issue for governments, corporates and consumers alike, as the implications of rising temperatures and pollution levels have become increasingly apparent.
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Domestic Consumption

Domestic Consumption has been a long-term investment theme for the Emerging Market Equity team. Zeena Dahdaleh and Angel Su discuss how consumer behaviour has been affected by COVID-19 and what this means for future consumption trends.
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City movers - transport and smart cities

Veronique Erb and Dijana Jelic discussing the changing vision of smart cities and addressing the reasons for the changes to our projections for electric vehicles and what this will mean for the industry.
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10 years of RBC Emerging Markets Equity Team

Learn more on how the Emerging Markets team has developed over the past decade, what role ESG plays in the team's investment approach and why RBC Emerging Markets expertise is offered both as a high conviction and diversified portfolio. 
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Emerging Markets Webinar 2020

Laurence Bensafi, Deputy Team Head, featured in a live webinar discussing the outlook for Emerging Markets in 2020. Laurence also shared her views on whether ESG has gone mainstream. 
 
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Made in China, the U.S. or elsewhere?

Trade tensions between China and the U.S. have been dominating news headlines and driving uncertainty in equity markets across the globe, but whether or not Presidents Trump and Xi will agree to a trade truce in the near term is anybody’s guess.

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Emerging markets equity environmental, social & governance report

While sustainability has been an important part of our investment process since the inception of our Emerging Markets Equity strategy in April 2010, our ESG efforts have progressively evolved over the past few years. We have continued to develop our knowledge in key areas of ESG, and have expanded our activities as active owners.

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Emerging markets equity outlook

While sustainability has been an important part of our investment process since the inception of our Emerging Markets Equity strategy in April 2010, our ESG efforts have progressively evolved over the past few years.

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Emerging opportunities

Does Canadians' 'home-country bias' when it comes to investing mean they are missing out on global opportunities, including emerging market equities?

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