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35 episodios
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In tune with the markets Robeco
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- Economía y empresa
Robeco’s biweekly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
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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 -
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 -
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 -
Taylor beats Warren
Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.
Length without disclaimer: 17 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners -
The future is bright
Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s all about the one-million-dollar question: is the bull market running out of steam? Reported earnings will be a key factor and so far, the sun is still out.
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners -
Trading season is over
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic brand struggling, and the seasonal effect on markets: will it be May-hem?
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners