Publishing Details
Contact & Outreach
About This Podcast
Explore Statistics
Recent Episodes
EM to the core, Ep. 5/7 – Finding balance with EM equities
The rotation into emerging markets is embryonic, with global investor portfolios still over-exposed to US assets. Realigning investments to better reflect the engines of global economic growth will…
S8E4 Don't play the market, but focus on fundamentals and valuations
Stock markets have been dominated by the energy and AI themes, centered around a tech-dominated US market that some feel is over-priced. In the latest episode of our podcast series with Robeco's…
EM to the core, Ep. 4/7 – Emerging markets in a multi-polar world
Framing around emerging markets has typically focused on risk, but long‑term investors see mispriced opportunity. In this 'EM to the core' episode, portfolio manager Daniela da Costa shares how she…
EM to the core, Ep. 3/7 – The emerging markets consumer
In episode 3 we focus on a key structural force: the emerging markets consumer. Karnail Sangha of Robeco's Emerging Markets Equity team discusses who these consumers are, how rising incomes and…
EM to the core, Ep. 2/7 – Emerging markets' competitive edge
Emerging markets are now leading innovation in strategic sectors. In our new 'EM to the core' episode, Robeco's Jaap van der Hart explains how countries like China, Korea, Taiwan and India have…
EM to the core, Ep.1/7 – Six tailwinds for emerging markets
In the first episode of our new podcast series, portfolio manager Wim-Hein Pals discusses six factors that support the case for emerging markets equities. The relative discount of around 30% compared…
S8E3 The curious case of Fama-French: where does alpha come from?
Factor investing was built on powerful academic foundations, but its real-world results have become harder to ignore. While many traditional factor approaches have disappointed, some quant strategies…
Market Flash: Investors are feeling the heat
Markets are selling off and this does not feel like a 'buy the dip' moment. Asian markets are taking a blow after the Strait of Hormuz was effectively closed, while Europe is hit harder than the US.…
Market Flash: What the Middle East conflict means for investors
As tensions in the Middle East intensified over the weekend, investors have been retreating toward traditional safe havens, such as oil, gold, the US dollar, and US Treasuries. The conflict's ripple…
S8E2 Geopolitics and AI boost emerging markets prospects
Equity investing has always been about understanding businesses from the ground up. But we're now in an era when geopolitics matters more, where power is shifting, and in which a handful of…
S8E1 Searching for gems in the credit markets
Credit markets usually do not make the headlines, as the big themes of the day, such as AI, are perhaps less relevant to fixed income investors. However, they quietly shape how investors generate…
S7E11 Will listed property bounce back in 2026?
Listed real estate continues to trade at a discount to the broader equity market, while dividend yields have been steady at attractive levels. Does the sector offer sufficient investor appeal over…
S7E10 Emerging markets are firing on all cylinders
Emerging market equities have comfortably outperformed developed markets over the year to date – for the first time in years. Is this the start of something bigger, or just a temporary catch-up? And…
S7E9 Reports of the death of ESG investing are greatly exaggerated
There is talk of ESG fatigue – at least in some parts of the world – and concerns about how shareholder rights are evolving. There's also fresh thinking about the role of defense spending in…
S7E8 5-year Expected Returns – The Stale Renaissance
Exciting AI developments and technological innovation meet macroeconomic and geopolitical headwinds. Global economic growth will keep momentum, but it may be somewhat subdued in the next five years.…
S7E7 The skeptical value investor
Growth stocks have outpaced value stocks over the past decade, with growth's lead particularly clear in the US market. That's the high-level perspective – which suggests that value investors have…
The long, hot AI summer (part 3/3) – AI horizons
What's next for AI in investing? In the final part of our AI summer course, we join our experts and look beyond the horizon. Discover how AI developments may redefine investment roles, strategy…
The long, hot AI summer (part 2/3) – AI momentum
Who's riding the AI wave? Which innovations are shaping investing today and tomorrow? Explore the dynamic AI trends shaping investing from 2023 through 2027 in the second podcast episode of our AI…
The long, hot AI summer (part 1/3) – AI milestones
In the first podcast of our AI summer course, we trace AI's journey from academic experiments to becoming a core driver of alpha in Robeco's flagship quant strategies. This episode highlights key…
A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant?
With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of our series on quant investing, Harald Lohre discusses the human…
Frequently Asked Questions
Robeco Asset Management Podcast has published 119 episodes since February 2019, covering topics in Business, Investing.
Robeco Asset Management Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 21m.
Sign up on Grep.FM to access contact details for Robeco Asset Management Podcast, including email and social media links.
Similar Podcasts
The Ramsey Show
Ramsey Network
180 episodes
BiggerPockets Real Estate Podcast
BiggerPockets
1,317 episodes
Earn Your Leisure
iHeartPodcasts
1,483 episodes
The Peter Schiff Show Podcast
Peter Schiff
1,124 episodes
The Clark Howard Podcast
Clark Howard
2,295 episodes
ChooseFI | Financial Independence Podcast
ChooseFI
593 episodes