17 episodes

This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

Robeco Asset Management Podcast Robeco

    • Investing

This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

    Our man in Hong Kong

    Our man in Hong Kong

    Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong. His experiences have taught him to embrace Daniel Kahneman’s advice to be skeptical, trade little and be patient. In this podcast episode, Arnout talks about life in Hong Kong, the lagging performance of value stocks and the digitalization race between the east and the west. Tune in.

    • 26 min
    Straight talking about a circular future

    Straight talking about a circular future

    Is rebuilding the global economy after Covid-19 an opportunity to fundamentally reboot economic systems? Proponents of the circular economy – which now accounts for 9% of the world economy – certainly think so. In our latest podcast episode, we discuss the circular economy with portfolio manager Holger Frey. Tune in. 

    • 22 min
    Some factors are more equal than others

    Some factors are more equal than others

    Is Value broken? Does a decade of disappointing performance mean that a factor has ultimately failed? The ‘lost decade’ for classic Fama-French factors like Size and Value raises some tough questions for quant researchers and portfolio managers. David Blitz and Pim van Vliet discuss a number of hot quant topics in our latest podcast episode.

    • 24 min
    Navigating the Covid-19 sell-off and the path to a new normal

    Navigating the Covid-19 sell-off and the path to a new normal

    “This crisis is different from previous ones because our investment teams have to deal with it by working remotely.” Almost four weeks since Covid-19 caused Europe to lock down and financial markets to fall sharply, Robeco’s Head of Investments, Peter Ferket, talks about the challenges of lack of liquidity in credit markets, outflows, and the long-term implications for the economy and the asset management industry.

    • 18 min
    Why we take stewardship seriously (and what it brings)

    Why we take stewardship seriously (and what it brings)

    Is it just part of a greenwashing scheme or is it a crucial element in an integrated sustainable investing approach? Active ownership (engagement and voting) is a useful tool for investors to help companies be more sustainable but it also leads to better-informed investment decisions, say Carola van Lamoen and Peter van der Werf. A podcast masterclass on active ownership with two of Robeco’s experts.

    • 23 min
    Market update 9 March: Corona, oil price war and falling markets

    Market update 9 March: Corona, oil price war and falling markets

    “If you wake up and see -6%, you know what kind of day it is going to be.” In our latest podcast, Jeroen Blokland, head of Multi Asset, talks coronavirus and oil price war. “I do not think we are going to see a V-shaped recovery, but a U-shaped recovery is still possible.” Blokland still feels comfortable being underweight in risky assets. For now, the real safe have seems to be US Treasuries, he says. Tune in.

    • 13 min

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