32 episodes

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

Robeco Asset Management Podcast Robeco

    • Business

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

    Why the research that backs sustainable investing takes tenacity

    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.

    • 25 min
    China – from power shortages to power play

    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.

    • 25 min
    Why quant fixed income is a great diversifier

    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.

    • 30 min
    The Next Digital Billion is here. Are investors prepared?

    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.

    • 29 min
    Are investment managers ready for ESG going mainstream?

    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

    • 28 min
    Value, back with a vengeance

    Value, back with a vengeance

    Value stocks are in revival – this after what seemed like an endless run of underperformance relative to growth stocks. But, is this the long-awaited value rotation? Andhow big is the opportunity from here onwards? David Cohen is portfolio manager for the Boston Partners Large Cap Value strategy and our guest in our latest podcast episode. Tune in

    • 27 min

Top Podcasts In Business

You Might Also Like