Given the current boom in emerging markets, ABN AMRO Investment Solutions has brought together its Investment Strategy and Quantitative Research team, alongside its sub-advisor Boston Common Asset Management, to analyze the dynamics that are reshaping this asset class.
The goal: to understand the drivers of this new phase of growth and the opportunities it presents for investors.
Benoît Bégoc, Quantitative Strategist at ABN AMRO Investment Solutions, points out that emerging markets are currently benefiting from a favorable macroeconomic environment: higher growth than in developed countries, public debt kept in check at around 70% of GDP, and monetary policies now geared toward easing. Added to this is the depreciation of the dollar, which enhances the fiscal flexibility of many governments.
Markets in a sustainable transition
Beyond their fundamentals, emerging markets are at the heart of a structural transformation driven by the energy transition. In 2024, more than 80% of the increase in global energy demand came from emerging economies, while, for the first time, clean energy accounted for 40% of global electricity production.
This historic shift opens up opportunities in key sectors: electrification, automation, infrastructure, and green innovation.
A Differentiating Strategy
It is in this context that Boston Common Asset Management is deploying its Emerging Markets Equity strategy, distributed by AAIS. Led by women, the firm has established itself as a pioneer in responsible investing, with a clear approach:
Total exclusion of fossil fuels
80% reduction in carbon footprint
Proprietary ESG research integrated into every investment decision
Consistent outperformance of the MSCI EM Index since 2012, with reduced volatility
Discover Boston Common’s Emerging Markets Equity strategy with Laurent Bouin and Martin Stolker
This women-led boutique aims to deliver returns while investing responsibly, with the goal of outperforming the MSCI Emerging Markets Index. Relying on solid fundamentals, proprietary ESG research, and the identification of sustainability trends, this strategy excludes fossil fuels and has reduced its carbon emissions by 80%. Since 2012, it has consistently outperformed its index with a “blend” style and reduced volatility. Join Boston Common on its journey toward creating financial value and tangible impact in emerging markets. Watch the video
Combining Performance and Impact
By combining macroeconomic discipline, ESG research, and a long-term vision, the strategy proves that it is possible to combine financial returns with sustainable impact.
Far from hindering performance, the integration of environmental and social criteria strengthens resilience and creates value, while supporting emerging economies in their transition toward a more responsible and inclusive model.
Dive into the full study and its analyses: Read the white paper
