Robeco Asset Management Podcast Robeco

The buzz around artificial intelligence has reached fever pitch, with growing awareness of what this technology can do. What does it all mean for investors? Can the power of AI be harnessed to create better investment outcomes? We’ve invited three specialists in this area, to discuss the various possibilities.

Consensus views in the market have changed from a likelihood of a recession to a most likely soft landing. But economic laws have always applied and this time should be no different.

Countries all over the world have embraced the SDGs. Our new Country SDG Framework shows exactly which of those countries are making most progress. This new framework helps fixed income investors to finance those governments that are really making a difference. Laurens Swinkels and Jan Anton van Zanten discuss the details in our latest podcast episode.  

Early this year, investors were notably enthusiastic about emerging market equities. And, as the months have gone by, funds have flowed towards this asset class. While returns have been fair, investors are still waiting for the big pay-off from the emerging market bet. How patient ought investors to be, and how rewarding will that pay-off be in the end? We discuss this with portfolio managers Wim-Hein Pals and Jaap van der Hart.  

It’s been just over six months since generative AI was made truly accessible to the world at large. It’s sparked the collective imagination about the implications of AI technology for how we live, work – and even how we should assess potential investment prospects. What’s real, and what framework should one be applying to discern what the opportunities are? Mike Chen and Daniel Ernst share their insights in our latest podcast episode.

In their latest Credit Quarterly Outlook, Robeco’s Credit team explains that rates and recession fears are the main drivers of this cycle.At times like these it’s critical to know your assets, as risks as well as opportunities will be inevitable. Erik Keller, Client Portfolio Manager for Credit at Robeco, outlines the team’s views.