Robeco Asset Management Podcast

Robeco
  • 5,0 (6)
  • INVESTEREN
  • TWEEMAAL PER MAAND

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

  1. 27 NOV

    Emerging markets are firing on all cylinders

    Emerging market equities have comfortably outperformed developed markets over the year to date – for the first time in years. Is this the start of something bigger, or just a temporary catch-up? And what lessons are there in the tremendous performance dispersion within the emerging-market universe?

    27 min

  2. 10 OKT

    Reports of the death of ESG investing are greatly exaggerated

    There is talk of ESG fatigue – at least in some parts of the world – and concerns about how shareholder rights are evolving. There's also fresh thinking about the role of defense spending in sustainable portfolios. Tune in to our latest podcast episode where Carola van Lamoen and Rachel Whittaker discuss the state of sustainable investing.

    28 min

  3. 16 SEP

    5-year Expected Returns – The Stale Renaissance

    Exciting AI developments and technological innovation meet macroeconomic and geopolitical headwinds. Global economic growth will keep momentum, but it may be somewhat subdued in the next five years. Tune in to hear strategist Peter van der Welle and co-head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and dig deeper into the findings of Robeco's 5-year investment outlook.

    28 min

  4. 29 AUG

    The skeptical value investor

    Growth stocks have outpaced value stocks over the past decade, with growth's lead particularly clear in the US market. That's the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they. really? Chris Hart, portfolio manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.

    32 min

  5. 23 JUL · BONUS

    The long, hot AI summer (part 3/3) – AI horizons

    What's next for AI in investing? In the final part of our AI summer course, we join our experts and look beyond the horizon. Discover how AI developments may redefine investment roles, strategy development, and asset classes, preparing investors and the industry for a future driven by innovation and technological evolution.

    28 min

  6. 16 JUL · BONUS

    The long, hot AI summer (part 2/3) – AI momentum

    Who's riding the AI wave? Which innovations are shaping investing today and tomorrow? Explore the dynamic AI trends shaping investing from 2023 through 2027 in the second podcast episode of our AI summer course, and how Robeco's Dynamic Theme Machine ETF and incubator strategies use cutting-edge AI tools to identify emerging themes, optimize timing, and capture real-world opportunities.

    25 min

  7. 9 JUL · BONUS

    The long, hot AI summer (part 1/3) – AI milestones

    In the first podcast of our AI summer course, we trace AI's journey from academic experiments to becoming a core driver of alpha in Robeco's flagship quant strategies. This episode highlights key breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today

    25 min

  8. 7 JUL · BONUS

    A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant?

    With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of our series on quant investing, Harald Lohre discusses the human side of quant. Why, for example, is creativity important in such a data-driven and systematic field? What makes for good quant researchers at Robeco? Are they in fact all geniuses?

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

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