Robeco Asset Management Podcast
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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
Robeco Asset Management Podcast
7M ago
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 ..read more
Robeco Asset Management Podcast
8M ago
How tough will 2022 be for investors? What will it take to successfully navigate volatile market conditions, with very little in financial markets, central bank policy and fiscal action being business as usual? Robeco's CIO Victor Verberk and Mark van der Kroft discuss the tricks of the trade in our latest podcast ..read more
Robeco Asset Management Podcast
8M ago
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 ..read more
Robeco Asset Management Podcast
8M ago
It’s never a dull moment in the asset management industry. Innovation, market swings, increasing regulatory pressure, the rotation from growth to value and, of course, the growing importance of climate investing solutions, are among the pressing themes in the industry. Each change and challenge offers opportunity to excel. Chief investment officer Mark van der Kroft discusses these topics – and more – in our latest podcast episode. Tune in ..read more
Robeco Asset Management Podcast
8M ago
“The more you read about climate change, the more worried you become”, says Carola van Lamoen, Head of Sustainable investing. However, “mankind is hugely creative, and we can live up to the challenge”, says Climate Strategist Lucian Peppelenbos. The two experts discuss the risks and opportunities of climate change for asset managers in our latest podcast episode. Tune in.  ..read more
Robeco Asset Management Podcast
8M ago
Will value stocks make a comeback in 2021? Robeco’s Chief Quant Researcher, David Blitz, acknowledges that mean reversion isn’t always inevitable. And if it does occur, it’s difficult to predict the timing. “It will take a change of investor sentiment. But valuations cannot be detached from fundamentals forever.” Listen to the full podcast ..read more
Robeco Asset Management Podcast
8M ago
Central banks are navigating through unchartered territory. “The longer you have negative interest rate policies, the harder it will become to offset the negative side effects and to retain the positive effects of it,” says Martin van Vliet, strategist in the Global Macro team. But the Fed and BoE are still very reluctant to cross the Rubicon into below-zero rates, he argues. Meanwhile, since the money being created is not pursuing goods, the risks for inflation are well within control. Tune in ..read more
Robeco Asset Management Podcast
10M ago
Podcast 'In tune with the markets' – Episode 6: 'Jai Ho!'
A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners ..read more
Robeco Asset Management Podcast
10M ago
Tune in to Robeco’s podcasts in which our experts succinctly explain the latest developments in everything from quantitative and sustainable investing, to trends and emerging markets ..read more
Robeco Asset Management Podcast
10M ago
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 ..read more