In tune with the markets Robeco

Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP’s latest bid, citing serious execution risk, it’s open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending.
Length without disclaimer: 16 minutes.
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Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.
 
Length without disclaimer: 17 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s all about the one-million-dollar question: is the bull market running out of steam? Reported earnings will be a key factor and so far, the sun is still out.
 
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic brand struggling, and the seasonal effect on markets: will it be May-hem?
 
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about Japan’s move to a 0% interest rate, the momentum for equities and the IPO market and the buzz around social media platforms going public.
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all aboutalternative assets. Both safe haven gold and risk-on asset Bitcoin are reaching all-time highs. What’s cooking?
Length without disclaimer: 14 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners