Robeco Asset Management Podcast

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.

With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined. Arnout van Rijn, CIO Asia Pacific, is less concerned. “It is not as bad as 1999. It's just a small segment of the market that is really at multiples that are hard to defend. The bigger segment of the market that now trades at relatively elevated multiples are just healthy cash flow-positive stocks that the market is willing to pay up for because of the TINA argument – ‘there is no alternative’.

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.

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.

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.

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.

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