Robeco Asset Management Podcast podcast

Robeco Asset Management Podcast

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  Robeco  

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

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

 

#100

Emerging markets are firing on all cylinders

Emerging market equities have comfortably outperformed developed markets over the year to ... more

27 Nov 2025

27 MINS

27:00

27 Nov 2025


#99

Reports of the death of ESG investing are greatly exaggerated

There is talk of ESG fatigue – at least in some parts of the world – and concerns about ho... more

10 Oct 2025

27 MINS

27:54

10 Oct 2025


#98

5-year Expected Returns – The Stale Renaissance

Exciting AI developments and technological innovation meet macroeconomic and geopolitical ... more

16 Sep 2025

27 MINS

27:37

16 Sep 2025


#97

The skeptical value investor

Growth stocks have outpaced value stocks over the past decade, with growth's lead particul... more

29 Aug 2025

31 MINS

31:31

29 Aug 2025


#96

The long, hot AI summer (part 3/3) – AI horizons

What's next for AI in investing? In the final part of our AI summer course, we join our ex... more

23 Jul 2025

27 MINS

27:34

23 Jul 2025


#95

The long, hot AI summer (part 2/3) – AI momentum

Who's riding the AI wave? Which innovations are shaping investing today and tomorrow? Expl... more

16 Jul 2025

24 MINS

24:35

16 Jul 2025


#94

The long, hot AI summer (part 1/3) – AI milestones

In the first podcast of our AI summer course, we trace AI's journey from academic experime... more

09 Jul 2025

25 MINS

25:20

09 Jul 2025


#93

A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant?

With so much reliance on technology in quant investing, what role do humans play in the pr... more

07 Jul 2025

07 MINS

07:58

07 Jul 2025


#92

How resilient are long-term investment themes in turbulent times?

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade,... more

27 Jun 2025

27 MINS

27:59

27 Jun 2025


#91

A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect?

What kind of performance can investors expect from Active Quant? In this episode we look a... more

23 Jun 2025

06 MINS

06:00

23 Jun 2025


#90

A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices?

How much risk are you comfortable with – and how should that affect your investment choice... more

10 Jun 2025

04 MINS

04:49

10 Jun 2025


#89

Quality in high yield has always delivered

The high-yield bond market has rebounded from April's tariff-driven sell-off, with US spre... more

28 May 2025

25 MINS

25:48

28 May 2025


#88

A random talk down Quant Street, Ep. 8/11 – What is quant alpha?

Capturing quant alpha requires a blend of innovation and precision. In the eighth episode ... more

26 May 2025

06 MINS

06:41

26 May 2025


#87

A random talk down Quant Street, Ep. 7/11 – How active is Active Quant?

In this new episode portfolio manager Vania Sulman explains how the tracking error of an A... more

12 May 2025

08 MINS

08:09

12 May 2025


#86

A random talk down Quant Street, Ep. 6/11 – What are next-gen signals?

Investing is evolving fast, and next-gen signals are at the forefront of that evolution. B... more

28 Apr 2025

06 MINS

06:10

28 Apr 2025


#85

Trump 2.0 is all about 'shock and awe'

The first 100 days of Donald Trump's return to the White House have been marked by sweepin... more

25 Apr 2025

34 MINS

34:42

25 Apr 2025


#84

Market Flash: The bond market can intimidate everyone

'In times of turmoil you see where the crowded trades are', says strategist Martin van Vli... more

15 Apr 2025

12 MINS

12:33

15 Apr 2025


#83

A random talk down Quant Street, Ep. 5/11 – What does AI mean for quant investing?

AI is everywhere – but what does it actually mean for quant investing? In the fifth episod... more

14 Apr 2025

07 MINS

07:53

14 Apr 2025


#82

Market Flash – Sell the rally or buy the dip?

President Trump blinked and markets worldwide rally. Is this an opportunity to take risk o... more

10 Apr 2025

11 MINS

11:37

10 Apr 2025


#81

Market Flash: Is this a market spasm or a game-changer?

In this episode we cover five of the key questions clients have dropped with us over the p... more

08 Apr 2025

10 MINS

10:24

08 Apr 2025