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Robeco Asset Management Podcast

Latest episodes

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Jan 17, 2024 • 27min

Moving from cash to credits

A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great entry point. But interest rates continue to rise for most of 2023 and flows into the asset class turned out to be surprisingly modest. Have we now reached a turning point?
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Dec 11, 2023 • 28min

A Swift but thorough look at 2024

The podcast discusses the cracks in Western economies, a contrarian view on the soft-landing consensus, inflation, geopolitics, Taylor Swift's unexpected success, Warren Buffett's investment partner's lessons, potential risks in 2024, and fund managers' expectations.
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Nov 20, 2023 • 27min

Can next-gen quant unlock alpha?

The buzz around artificial intelligence has reached fever pitch, with growing awareness of what this technology can do. What does it all mean for investors? Can the power of AI be harnessed to create better investment outcomes? We’ve invited three specialists in this area, to discuss the various possibilities.
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Oct 3, 2023 • 10min

Credit Quarterly Talks Q4 2023: This time it’s NOT different

Consensus views in the market have changed from a likelihood of a recession to a most likely soft landing. But economic laws have always applied and this time should be no different.
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Oct 2, 2023 • 28min

From Ghana to Ireland – ranking all countries by their SDG policies

Countries all over the world have embraced the SDGs. Our new Country SDG Framework shows exactly which of those countries are making most progress. This new framework helps fixed income investors to finance those governments that are really making a difference. Laurens Swinkels and Jan Anton van Zanten discuss the details in our latest podcast episode.  
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Sep 7, 2023 • 28min

Growth now meets value in emerging market equities

Early this year, investors were notably enthusiastic about emerging market equities. And, as the months have gone by, funds have flowed towards this asset class. While returns have been fair, investors are still waiting for the big pay-off from the emerging market bet. How patient ought investors to be, and how rewarding will that pay-off be in the end? We discuss this with portfolio managers Wim-Hein Pals and Jaap van der Hart.  
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Jul 10, 2023 • 27min

We’re at a very exciting stage in AI developments

It’s been just over six months since generative AI was made truly accessible to the world at large. It’s sparked the collective imagination about the implications of AI technology for how we live, work – and even how we should assess potential investment prospects. What’s real, and what framework should one be applying to discern what the opportunities are? Mike Chen and Daniel Ernst share their insights in our latest podcast episode.
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Jul 3, 2023 • 10min

Credit Quarterly Talks Q3 2023: Between a rock and a hard place

In their latest Credit Quarterly Outlook, Robeco’s Credit team explains that rates and recession fears are the main drivers of this cycle.At times like these it’s critical to know your assets, as risks as well as opportunities will be inevitable. Erik Keller, Client Portfolio Manager for Credit at Robeco, outlines the team’s views.
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May 12, 2023 • 45min

Podcast XL: Is the 60-40 portfolio dead or just outdated?

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio generated losses. Is it time to ditch the 60-40 concept altogether, or does it simply need a revamp?
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May 5, 2023 • 17min

A new episode of our new series for you: 'In tune with the markets' - Arnout van Rijn

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.

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