This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
Is this peak insanity?
With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined. Arnout van Rijn, CIO Asia Pacific, is less concerned. “It is not as bad as 1999. It's just a small segment of the market that is really at multiples that are hard to defend. The bigger segment of the market that now trades at relatively elevated multiples are just healthy cash flow-positive stocks that the market is willing to pay up for because of the TINA argument – ‘there is no alte
Why the research that backs sustainable investing takes tenacity
The wave of inflows continues into ESG-focused funds and impact-targeting strategies. But what lies behind the impressive product labels and glossy marketing materials? What does it truly take to identify to build sustainable investment portfolios? Rachel Whittaker, Head of SI Research, discusses the latest thinking in this field.
China – from power shortages to power play
In our latest podcast, we discuss China’s challenges – from property to power shortages. We also zoom in on China’s ambition as it moves from a trade war to a tech war with the US. "The rivalry will only intensify," says Jie Lu, Head of Investments China. Tune in for more fascinating insights.
Why quant fixed income is a great diversifier
While many quant equity strategies have struggled over the past few years, the performance of quant credits has been robust. Patrick Houweling, Co-head of Quant Fixed Income, talks about the tricks of the quant trade, how his team is integrating sustainability into models, and the potential impact of a rise in inflation. Tune in to our latest podcast episode.
The Next Digital Billion is here. Are investors prepared?
A fundamental shift is occurring in how and where the internet is used. Investors could be caught out by who the real winners are in this transition, according to Robeco portfolio managers Bryan Satterly and Michiel van Voorst. They explain why in our latest podcast.
Are investment managers ready for ESG going mainstream?
More and more investors say they choose their fund manager based on their sustainability credentials. But is the industry ready for this fundamental shift towards ESG and impact investing? In our latest podcast, Masja Zandbergen, Robeco’s head of sustainability integration, discusses what it takes to keep up the pace. She also tackles some hot topics in ESG investing, including activism, health and biodiversity