Robeco Asset Management Podcast

It has been hailed as the next frontier in quant investing. Using artificial intelligence, algorithms and vast volumes of new data types to explore untapped sources of returns sounds intriguing. Especially when times are uncertain, and alpha is evasive. But is this hype, false hope or real opportunity? We discuss these questions with three of our experts. Tune in.

A year ago today, the scope for growth stocks – and particularly tech-related growth companies – still seemed boundless. But, the recognition that higher inflation is not so transitory after all, and the clear signaling from central banks that interest rates will ratchet up, appear to have given growth investors a run for their money. Jack Neele and Richard Speetjens discuss the matter in our latest podcast episode.

Rising inflation has become a growing concern for consumers around the world. It’s also wreaked havoc in financial markets, owing to fear and uncertainty about what happens next with interest rates, prices and economic growth. This after central bankers and analysts have been reassuring consumers and investors for nearly two years that they need not fear rising prices. We discuss the topic with Rikkert Scholten and Bob Stoutjesdijk.

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.

There’s far more to real estate than ‘location, location, location’, and investors are taking note. Amid volatile market conditions, listed real estate has outperformed general equity over the past year. This is not without challenges, though, particularly on the sustainability front: the property sector churns out some 40% of global greenhouse gases. Listen in as Frank Onstwedder and Folmer Pietersma tell us all about it.

Emerging markets look extremely cheap. But are they cheap for a reason? We bring some 70 years of investment experience to the table to discuss the risks and opportunities that emerging markets offer in these volatile times. Tune in to our latest podcast episode.

Investors have grown to recognize the importance of having a say in how their capital is used. Butconducting successful engagements with companies is an art, say Robeco’s active ownership experts Daniëlle Essink, Laura Bosch and Robert Dykstra. Tune in to hear them share their insights on the topic.

New Robeco research confirms that investors’ behavioural biases have been around since the days of the American Wild West. Guido Baltussen and Pim van Vliet talk about the mammoth task of building a database going back to the 1860s, and what it means for investors. Listen in to the conversation.

With Russian tanks rolling into the suburbs of Kyiv, what should investors do? Wim-Hein Pals, head of Emerging Markets Equities, talks about keeping calm in a crisis, and the impact the conflict might have on various sectors and regions. Tune in to hear it all.

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.