Robeco Asset Management Podcast

Jan 30 2025 79 ep. 23 mins 60

Robeco Asset Management Podcast artwork

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

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Ignore momentum at your own peril

Jan 30 2025 29 mins

Equity markets are living through one of the most powerful momentum runs in decades, driven in large part by the continued dominance of US large-cap equities. But with valuations soaring, the question is: can the winners keep on winning, or will the momentum train soon lose steam?

Buying skepticism in the market

Dec 17 2024 30 mins

In a world in which the momentum factor is a key driver of investor flows, and where investment sentiment is heavily skewed towards US mega-caps, a contrarian view can pay off. Boston Partners portfolio manager Chris Hart talks about opportunities in healthcare, consumer staples, financials and industrials.

No (soft) landing in 2025

Nov 21 2024 29 mins

Robeco’s one-year outlook, titled ‘This is not a landing’, looks at how the US economy so far skillfully manages to defy all the indicators flashing an immediate recession risk. Peter van der Welle and Colin Graham discuss a broad range of both regions and asset classes in our latest podcast episode.

US Election: The impact on equities, bonds, currencies and commodities

Nov 06 2024 12 mins

What 'four more years of Trump' means for financial markets. Erika van der Merwe with Robeco's Colin Graham and Lauren Mariano.

What's driving the recent growth in active ETFs?

Oct 25 2024 26 mins

This has been a landmark year for active exchange traded funds. More than 300 new active ETFs have been launched so far in 2024, and around EUR 200 bln investor flows have made their way into this market segment. Why have investors become increasingly eager to get exposure to these not-so-passive investment vehicles?

Subordinated, but certainly not suboptimal

Sep 26 2024 25 mins

Markets are preparing for lower rates. Fixed income investors who need their portfolios to keep on generating enough income are having to evaluate their options. For those who don't have the stomach for high yield debt, the investment grade segment of the credit market has some interesting possibilities. Tune in to hear Jan Willem Knoll and Daniel Ender discuss the merits of subor

Is the eternal promise of emerging markets starting to materialize?

Aug 29 2024 29 mins

Many investors are still underweight emerging market equities. While the asset class outperformed developed markets by a wide margin in the first decade after the millennium, emerging market equity returns have since lagged, leaving investors with a degree of skepticism. But, looking ahead, one cannot deny the immense promise that many emerging markets now offer. Tune in to hear t

The (almost) forgotten art of stock picking

Jul 18 2024 27 mins

It’s almost unnerving, watching equity-market indices repeatedly touching new all-time highs. Particularly when the gains are founded on a very select group of stocks, while economic indicators are relatively mixed. In such a set-up – we ask portfolio manager Michiel Plakman – what’s the best strategy for managing a market-beating investment portfolio?

The three big trends shaping our future

Jul 04 2024 27 mins

What does it take to truly see the significant shifts taking place in the world around us – those structural themes that might be obscured by the noise, but which require investors’ attention? Daniel Ernst and Sam Brasser are passionate about watching the world, discerning persistent themes and forming views on how to construct portfolios to benefit from them. Tune in to our l

Can investors position their portfolios to prepare for a US election outcome?

May 03 2024 24 mins

Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.