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Robeco Asset Management PodcastEpisodes
Episodes of Robeco Asset Management Podcast
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Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.
While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.
Quant equity investing has enjoyed the resurgence of value since late 2020. Meanwhile, the quest for innovation in capturing returns continues unabated. Since the birth of quant investing, there’s been a steady rise in the number of factors t
A new aspect of the evolution in sustainable investing is the emphasis on what is termed 'transition finance'. It is a broad concept – some argue it’s too broad – but there are strong views that the complex shift that we need to get our econom
A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great entry point. But interest rates continue t
2023 gave investors little reason to complain. Both global equities and bondsare likely to deliver positive returns and Goldilocks still reigns supreme. In this podcast, Colin Graham and Peter van der Welle discuss the cracks in the resilience
The buzz around artificial intelligence has reached fever pitch, with growing awareness of what this technology can do. What does it all mean for investors? Can the power of AI be harnessed to create better investment outcomes? We’ve invited th
Consensus views in the market have changed from a likelihood of a recession to a most likely soft landing. But economic laws have always applied and this time should be no different.
Countries all over the world have embraced the SDGs. Our new Country SDG Framework shows exactly which of those countries are making most progress. This new framework helps fixed income investors to finance those governments that are really ma
Early this year, investors were notably enthusiastic about emerging market equities. And, as the months have gone by, funds have flowed towards this asset class. While returns have been fair, investors are still waiting for the big pay-off fro
It’s been just over six months since generative AI was made truly accessible to the world at large. It’s sparked the collective imagination about the implications of AI technology for how we live, work – and even how we should assess potential
In their latest Credit Quarterly Outlook, Robeco’s Credit team explains that rates and recession fears are the main drivers of this cycle.At times like these it’s critical to know your assets, as risks as well as opportunities will be inevitabl
The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the
Podcast 'In tune with the markets' – Episode 6: 'Jai Ho!' A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn.
The expectation had been that banks would enjoy the fruits of finally exiting zero interest rate policies. While that has been the case, the tremendous pace and extent to which rates have risen over the past year have highlighted some weaknesse
This is a trailer. Full new episode out now: https://www.robeco.com/en-int/insights/2023/04/podcast-in-tune-with-the-markets-mahna-mahna Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to
Markets are still nervously eyeing the risk of a recession. Turmoil in the banking sector has added to the jitters. What will central banks do, and how should credit investors be positioned? In their latest Credit Quarterly Outlook, Robeco’s Cr
Asia-Pacific is touted as a region vibrant with opportunity, thanks to its demographic advantage, catch-up growth and technological prowess. But investors remain wary of some of the obstacles, such as uncertainty about China’s role as an econom
Podcast 'In tune with the markets' – episode 3: 'I will survive' A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn as
Podcast 'In tune with the markets' – episode 2: 'The Power' Arnout van Rijn: Central banks are still a major theme. The question is: how far are they willing to go, and what will it look like when markets snap. Meanwhile, equity markets rema
Karin van Baardwijk has been Robeco’s CEO for just over a year now – a period that coincided with what turned out to be a perfect storm for asset managers. A war, a drastic shift in the direction of central bank policy, and negative returns a
Karin van Baardwijk has been Robeco’s CEO for just over a year now – a period that coincided with what turned out to be a perfect storm for asset managers. A war, a drastic shift in the direction of central bank policy, and negative returns a
There were few places for investors to hide in 2022, as weakness spread across all asset classes. Factor investing strategies, by contrast, provided some refuge: their resilience in down-trending markets confirmed their comeback. So, it’s a go
Robeco credit quarterly outlook with Erik Keller
There’s agreement that measures to halt and reverse biodiversity loss are now critical. But is this enough to move key role-players into action? That includes the investment community, which is already dealing with macro-economic worries, regul
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