Podcast
Robeco Asset Management Podcast
Hosted by Robeco · EN
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
19episodes
Episodes
Newest firstAll episodes
Market Flash: Investors are feeling the heat
Mar 300:10:59Tap to summarizeMarkets 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. Profit taking even hurts traditional safe haven assets such as gold. The dollar, however, strengthens – as it should in times of crisis.
Transcribe →Market Flash: What the Middle East conflict means for investors
Mar 200:11:24Tap to summarizeAs 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 effects are also being felt unevenly across regions, from Europe and the US to China. Robeco's Colin Graham takes a multi‑asset lens to the situation, exploring how markets are reacting and what those signals might mean for investors.
Transcribe →Geopolitics and AI boost emerging markets prospects
Feb 1300:28:31Tap to summarizeEquity 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 technologies are reshaping entire industries. So the key question for investors today is how shareholder value is created and defended in a world that feels noisier, faster, and more fragmented than before. And that's what we're exploring in this episode.
Transcribe →Searching for gems in the credit markets
Jan 3000:22:09Tap to summarizeCredit 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 income and manage risk. Credit investors Evert Giesen and Jan Willem Knoll discuss the state of the markets and their favorite segments in this podcast episode.
Transcribe →Will listed property bounce back in 2026?
Dec 1800:25:52Tap to summarizeListed 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 the coming years?
Transcribe →Emerging markets are firing on all cylinders
Nov 2700:27:00Tap to summarizeEmerging 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 what lessons are there in the tremendous performance dispersion within the emerging-market universe?
Transcribe →The long, hot AI summer (part 3/3) – AI horizons
Jul 23, 2025Tap to summarizeWhat'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 development, and asset classes, preparing investors and the industry for a future driven by innovation and technological evolution.
Transcribe →The long, hot AI summer (part 2/3) – AI momentum
Jul 16, 2025Tap to summarizeWho'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 summer course, and how Robeco's Dynamic Theme Machine ETF and incubator strategies use cutting-edge AI tools to identify emerging themes, optimize timing, and capture real-world opportunities.
Transcribe →The long, hot AI summer (part 1/3) – AI milestones
Jul 9, 2025Tap to summarizeIn 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 breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today
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