In tune with the markets

Robeco
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Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

  1. FEB 20

    The beat goes on

    It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.    Unitree demonstration Chinese New Year Gala video  Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    20 min

  2. JAN 23

    Pain and gain

    The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil.  Gold has clearly entered bubble territory. The share of weak hands in the market is increasing, which means we are now in a volatile bull market, says Arnout van Rijn. Tune in to our latest podcast episode.  Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    20 min

  3. 12/12/2025

    El Classico

    Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come    Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    18 min

  4. 11/21/2025

    In the dark

    With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tune in to our latest episode with a special musical guest.  Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    17 min

  5. 10/17/2025

    Gold fever strikes again

    Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.

    20 min

  6. 09/19/2025

    Nervous dancer

    Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.

    19 min

  7. 08/22/2025

    Gambling with governance

    In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.

    18 min

  8. 07/18/2025

    Humming along

    Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends. Tune in to enjoy the steel-panned summer vibes of our July episode.

    20 min
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Robeco's monthly 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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