In tune with the markets

Robeco
  • 0,0 (0)
  • AFFAIRES
  • TOUTES LES 2 SEMAINES
In tune with the markets

Robeco’s monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

  1. 15 NOV.

    Hit me, baby, one more time

    Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats.

    17 min

  2. 11 OCT.

    Boom, bust & bugs

    In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.

    17 min

  3. 13 SEPT.

    The elephant in the room

    This week it's all about the mixed signals we see in the markets. Various asset classes seem to interpret them in different ways. Will tech stocks extend their rally? And what about the impact of the upcoming US elections? This and a lot more in a new episode of ‘In tune with the markets’ – this time with stock market veteran Arnout van Rijn and multi-asset investor Colin Graham trying to stay on top of the elephant in the room.   Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    18 min

  4. 16 AOÛT

    Carry on

    This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the US.  Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn.   Length without disclaimer: 18 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    19 min

  5. 12 JUIL.

    What's left to buy?

    This month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fuelling the market rally is worrying though. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    17 min

  6. 21 JUIN

    Macronomics

    This week it’s all about Europe for a change. Macron’s decision to call an early election impacts European bond markets. And Europe plays tough, announcing a new regime of tariff hikes for Chinese EVs, but China seems unimpressed so far. Tune in to hear more. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    18 min

  7. 7 JUIN

    Power to the people

    This week it’s all about elections and electricity. Utilities may be making a comeback in investors’ books, partly driven by AI’s thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more. Length without disclaimer: 13 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    14 min

  8. 24 MAI

    African vibes

    Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP’s latest bid, citing serious execution risk, it’s open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    18 min
Tout afficher (40)

À propos

Robeco’s monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

Informations

  • Création
    Robeco
  • Années d’activité
    2023 - 2024
  • Épisodes
    40
  • Classification
    Tous publics
  • Copyright
    © 2023
  • Site web de l’émission
    In tune with the markets

Pour écouter des épisodes au contenu explicite, connectez‑vous.

Recevez les dernières actualités sur cette émission

Connectez‑vous ou inscrivez‑vous pour suivre des émissions, enregistrer des épisodes et recevoir les dernières actualités.
Choisissez un pays ou une région

Afrique, Moyen‑Orient et Inde

Asie‑Pacifique

Europe

Amérique latine et Caraïbes

États‑Unis et Canada