46 episodes

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

Robeco Asset Management Podcast Robeco

    • Zaken en persoonlijke financiën
    • 5.0 • 5 Ratings

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

    Is this the low point for high yield?

    Is this the low point for high yield?

    2022 has been a year of records for bond investors. In the first six months, the fixed income asset class clocked its worst performance since 1788. And, unusually, bonds have weakened at the same time that equity markets got hammered. In this episode we take a look at a segment of the fixed income market: high yield corporate bonds. Here too, new records have been set.Never before have there been two consecutive years of negative total returns in high yield. Investors are now wrestling with the question of whether this is the low point for high yield. Our guests are two veterans in the field, portfolio managers Sander Bus and Roeland Moraal.

    • 29 min
    We’re nowhere near an equilibrium between growth and value yet

    We’re nowhere near an equilibrium between growth and value yet

    Value has proven over the past two years that it’s not dead, after all. The rotation away from growth stocks towards value that started in November 2020 continues. But it’s been in fits and starts. And, let’s face it, the market mood now is tense, fickle and unsure. Will it be smooth sailing for value strategies from here onwards? Jay Feeney is CEO and CIO of Boston Partners, the US-based investment house focused on fundamentally driven value investing.

    • 29 min
    Has the sustainability premium vanished?

    Has the sustainability premium vanished?

    It’s been a gruelling year so far for financial markets, including for equities. And sustainable indices have had it even harder, having underperformed the overall equity market. Critics of sustainable and ESG investing have been emboldened by these recent market developments, arguing that doing good seems to equate to losing money. We ask portfolio managers Chris Berkouwer and Michiel Plakman if the field of sustainable investing is now facing a reckoning?

    • 27 min
    PodcastXL: The pursuit of alternative alpha

    PodcastXL: The pursuit of alternative alpha

    It has been hailed as the next frontier in quant investing. Using artificial intelligence, algorithms and vast volumes of new data types to explore untapped sources of returns sounds intriguing. Especially when times are uncertain, and alpha is evasive. But is this hype, false hope or real opportunity? We discuss these questions with three of our experts. Tune in.

    • 38 min
    Aggressive growth stocks face an uphill battle

    Aggressive growth stocks face an uphill battle

    A year ago today, the scope for growth stocks – and particularly tech-related growth companies – still seemed boundless. But, the recognition that higher inflation is not so transitory after all, and the clear signaling from central banks that interest rates will ratchet up, appear to have given growth investors a run for their money. Jack Neele and Richard Speetjens discuss the matter in our latest podcast episode.

    • 26 min
    What’s with inflation?

    What’s with inflation?

    Rising inflation has become a growing concern for consumers around the world. It’s also wreaked havoc in financial markets, owing to fear and uncertainty about what happens next with interest rates, prices and economic growth. This after central bankers and analysts have been reassuring consumers and investors for nearly two years that they need not fear rising prices. We discuss the topic with Rikkert Scholten and Bob Stoutjesdijk.

    • 30 min

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