All Episodes
Robeco Asset Management Podcast — 116 episodes
EM to the core, Ep. 3/7 – The emerging markets consumer
EM to the core, Ep. 2/7 – Emerging markets' competitive edge
EM to the core, Ep.1/7 – Six tailwinds for emerging markets
The curious case of Fama-French: where does alpha come from?
Market Flash: Investors are feeling the heat
Market Flash: What the Middle East conflict means for investors
Geopolitics and AI boost emerging markets prospects
Searching for gems in the credit markets
Will listed property bounce back in 2026?
Emerging markets are firing on all cylinders
Reports of the death of ESG investing are greatly exaggerated
5-year Expected Returns – The Stale Renaissance
The skeptical value investor
The long, hot AI summer (part 3/3) – AI horizons
The long, hot AI summer (part 2/3) – AI momentum
The long, hot AI summer (part 1/3) – AI milestones
A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant?
How resilient are long-term investment themes in turbulent times?
A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect?
A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices?
Quality in high yield has always delivered
A random talk down Quant Street, Ep. 8/11 – What is quant alpha?
A random talk down Quant Street, Ep. 7/11 – How active is Active Quant?
A random talk down Quant Street, Ep. 6/11 – What are next-gen signals?
Trump 2.0 is all about 'shock and awe'
Market Flash: The bond market can intimidate everyone
A random talk down Quant Street, Ep. 5/11 – What does AI mean for quant investing?
Market Flash – Sell the rally or buy the dip?
Market Flash: Is this a market spasm or a game-changer?
Market Flash – 'Bloodbath' is the appropriate word
Market Flash – It's too early yet to add risk
A random talk down Quant Street, Ep. 4/11 – What's the perfect quant stock?
The tables have turned, and EM might benefit from it
A random talk down Quant Street, Ep. 3/11 – Which factors work (and which don't)?
You AI-nt seen nothing yet
A random talk down Quant Street, Ep. 2/11 – What's in it for you?
A random talk down Quant Street, Ep. 1/11 – Why quant investing is not a black box
Ignore momentum at your own peril
Buying skepticism in the market
No (soft) landing in 2025
US Election: The impact on equities, bonds, currencies and commodities
What's driving the recent growth in active ETFs?
Subordinated, but certainly not suboptimal
Is the eternal promise of emerging markets starting to materialize?
The (almost) forgotten art of stock picking
The three big trends shaping our future
Can investors position their portfolios to prepare for a US election outcome?
Thematic investing – often a tale of two tides
Zoo-ming in and out of the factor zoo
All you need to know about 'transition finance'
Moving from cash to credits
A Swift but thorough look at 2024
Can next-gen quant unlock alpha?
Credit Quarterly Talks Q4 2023: This time it's NOT different
From Ghana to Ireland – ranking all countries by their SDG policies
Growth now meets value in emerging market equities
We're at a very exciting stage in AI developments
Credit Quarterly Talks Q3 2023: Between a rock and a hard place
Podcast XL: Is the 60-40 portfolio dead or just outdated?
A new episode of our new series for you: 'In tune with the markets' - Arnout van Rijn
Banking crisis? What banking crisis?
Subscribe to 'In tune with the markets' too
Credit Quarterly Talks Q2 2023: Buy the dip
Don't navigate on headline news when investing in Asia-Pacific
New episode of new series: 'In tune with the markets' - Arnout van Rijn
New series: 'In tune with the markets'
When the going gets tough, the tough stay the course
The best is yet to come for factor investing
Credit Quarterly Talks Q1 2023: From rates to ratings fears
Après Montreal: Biodiversity is also about opportunity
Is this the low point for high yield?
We're nowhere near an equilibrium between growth and value yet
Has the sustainability premium vanished?
PodcastXL: The pursuit of alternative alpha
Aggressive growth stocks face an uphill battle
What's with inflation?
Robeco Asset Management Podcast
Rediscovering real assets
How to read the huge emerging markets discount
The art of true engagement
Equity factors are even older than we thought
Not seeing red on Russian invasion
Stick to your long-term investment beliefs
Is this peak insanity?
Why the research that backs sustainable investing takes tenacity
China – from power shortages to power play
Why quant fixed income is a great diversifier
The Next Digital Billion is here. Are investors prepared?
Are investment managers ready for ESG going mainstream?
Value, back with a vengeance
Navigating change and challenge in the asset management industry
No need to fear an inflationary accident – just yet
Climate investing is more than just the next big thing
Challenge the consensus
Why I am more bullish than ever on quant
A great year for risky assets
Trends investing – art or science?
Will we avert a grim mix of higher inflation and negative rates?
The pressure on value investors is almost unbearable
Our man in Hong Kong
Straight talking about a circular future
Some factors are more equal than others
Navigating the Covid-19 sell-off and the path to a new normal
Why we take stewardship seriously (and what it brings)
Market update 9 March: Corona, oil price war and falling markets
Gilbert Van Hassel: It's time asset managers make money talk
Why contributing to the SDGs is a do or die
Is it too late to jump on the China bandwagon?
Making the portfolio more concentrated hasn't made it more risky
With tech companies we need to be very vigilant
Combining quant and SI yields cost-effective solutions
Asset management is all about intellectual property
Only in hindsight you will see the benefits of low vol-investing
Investing in emerging markets takes nerves of steel
Factor investing is by no means a black box
We are approaching Peak Environment right now