Best Robeco Podcasts (2025)

1
Will listed property bounce back in 2026? 25:52

Play Pause

7d ago25:52

25:52

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 the coming years?By Robeco

1
El Classico 17:38

13d ago17:38

17:38

Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come Length without disclaimer: 16 minutes This podcast features materia…

1
Emerging markets are firing on all cylinders 27:00

29d ago27:00

27:00

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 what lessons are there in the tremendous performance dispersion within the emerging-market universe?By Robeco

1
In the dark 17:00

1M ago17:00

17:00

With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tu…

1
Gold fever strikes again 20:14

2M ago20:14

20:14

Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.…

1
Reports of the death of ESG investing are greatly exaggerated 27:54

3M ago27:54

27:54

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 sustainable portfolios. Tune in to our latest podcast episode where Carola van Lamoen and Rachel Whittaker discuss the state of sustainable investing.…

1
Nervous dancer 19:01

3M ago19:01

19:01

Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.…

1
5-year Expected Returns – The Stale Renaissance 27:37

3M ago27:37

27:37

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. Tune in to hear strategist Peter van der Welle and co-head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and di…

1
The skeptical value investor 31:31

4M ago31:31

31:31

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 been left out in the cold in recent years. But have they. really? Chris Hart, portfolio manager at Boston Partners, discusses what it takes to invest succ…

1
Gambling with governance 17:51

4M ago17:51

17:51

In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.By Robeco

1
The long, hot AI summer (part 3/3) – AI horizons 27:34

5M ago27:34

27:34

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 development, and asset classes, preparing investors and the industry for a future driven by innovation and technological evolution.…

1
Humming along 19:52

5M ago19:52

19:52

Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends. Tune in to enjoy the steel-panned summer vibes of our July episode.By Robeco

1
The long, hot AI summer (part 2/3) – AI momentum 24:35

6M ago24:35

24:35

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 summer course, and how Robeco's Dynamic Theme Machine ETF and incubator strategies use cutting-edge AI tools to identify emerging themes, optimize timing…

1
The long, hot AI summer (part 1/3) – AI milestones 25:20

6M ago25:20

25:20

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 breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today…

1
A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant? 7:58

6M ago7:58

7:58

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 side of quant. Why, for example, is creativity important in such a data-driven and systematic field? What makes for good quant researchers at Robeco? Ar…

1
How resilient are long-term investment themes in turbulent times? 27:59

6M ago27:59

27:59

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?…

1
A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect? 6:00

6M ago6:00

6:00

What kind of performance can investors expect from Active Quant? In this episode we look at what contributes to the stability of Active Quant, what makes it flexible, and what we really mean when we say 'systematic alpha capture'.By Robeco

1
Spend, baby, spend 16:02

6M ago16:02

16:02

The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washington's big spending bill keeps the US deficit decisively dicey and Europe ramps up defense spending.By Robeco

1
A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices? 4:49

7M ago4:49

4:49

How much risk are you comfortable with – and how should that affect your investment choices? In the ninth episode of this new series on quant investing, Jeroen Hagens unpacks how different levels of risk appetite influence the use of active quant strategies.By Robeco

1
Quality in high yield has always delivered 25:48

7M ago25:48

25:48

The high-yield bond market has rebounded from April's tariff-driven sell-off, with US spreads having tightened and European yields holding steady. But investors are being kept on their toes: US policy risks continue to fuel volatility, while divergent dynamics are at play across regions-as-well-as-sectors. Sander Bus and Christiaan Lever discuss th…

1
A random talk down Quant Street, Ep. 8/11 – What is quant alpha? 6:41

7M ago6:41

6:41

Capturing quant alpha requires a blend of innovation and precision. In the eighth episode of this new series on quant investing, we welcome back Vania Sulman, quant portfolio manager, to explain how Robeco captures quant alpha.By Robeco

1
Running without ground beneath our feet 17:03

7M ago17:03

17:03

It's the 'Trump Always Chickens Out' economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It reminds Van Rijn of the infamous 'Wile-E Coyote' phenomenon.…

1
A random talk down Quant Street, Ep. 7/11 – How active is Active Quant? 8:09

8M ago8:09

8:09

In this new episode portfolio manager Vania Sulman explains how the tracking error of an Active Quant approach is managed over the long term, and explains the process of overweights and underweights versus the benchmark. She also talks about how Active Quant differs from an enhanced-indexing approach.…

1
A random talk down Quant Street, Ep. 6/11 – What are next-gen signals? 6:10

8M ago6:10

6:10

Investing is evolving fast, and next-gen signals are at the forefront of that evolution. But what arethey? In the sixth episode of this new series on quant investing, Iman Honarvar Gheysary returns to unpack these developments for us.By Robeco

1
Trump 2.0 is all about 'shock and awe' 34:42

8M ago34:42

34:42

The first 100 days of Donald Trump's return to the White House have been marked by sweeping change: executive actions, heightened trade tensions, and growing uncertainty seem to be the new normal. In this episode, we evaluate how these early policy moves by the new US administration are reshaping the global economic landscape, and what it all means…

1
Pandemonium 16:47

8M ago16:47

16:47

Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the coming weeks? Listen in as Ar…

1
Market Flash: The bond market can intimidate everyone 12:33

9M ago12:33

12:33

'In times of turmoil you see where the crowded trades are', says strategist Martin van Vliet. He explains what happened on the bond market that made Trump blink, and discusses where safe havens can be found when US Treasuries crumble.By Robeco

1
A random talk down Quant Street, Ep. 5/11 – What does AI mean for quant investing? 7:53

9M ago7:53

7:53

AI is everywhere – but what does it actually mean for quant investing? In the fifth episode of this new series on quant investing, we speak with Iman Honarvar, Senior Quant Researcher at Robeco, who shares how AI is used today. From scalable infrastructure to real-world applications, Iman reveals how Robeco has built a foundation to make AI truly w…

1
Market Flash – Sell the rally or buy the dip? 11:37

9M ago11:37

11:37

President Trump blinked and markets worldwide rally. Is this an opportunity to take risk off the table or are we back in 'risk on territory'? China faces even higher tariffs, while the historically rock-solid safe-haven status of the US dollar starts to show some cracks.By Robeco

1
Market Flash: Is this a market spasm or a game-changer? 10:24

9M ago10:24

10:24

In this episode we cover five of the key questions clients have dropped with us over the past few days when Trump's tariffs wreaked havoc on financial markets.By Robeco

1
Market Flash – 'Bloodbath' is the appropriate word 12:49

9M ago12:49

12:49

This week's paradox: 'we're witnessing a very significant market event on something that we all saw coming', says Joshua Crabb, portfolio manager based in Hongkong.By Robeco

1
Market Flash – It's too early yet to add risk 11:45

9M ago11:45

11:45

You see indiscriminative selling happening now among hedge funds. First they sell what they could, now they sell whatever they can.By Robeco

1
A random talk down Quant Street, Ep. 4/11 – What's the perfect quant stock? 6:22

9M ago6:22

6:22

Broad factor groups help explain long-term returns and, indeed, form the framework for quantitative stock selection models. In the fourth of this new series on Quant Investing we meet again with Matthais Hanauer, researcher and director at Robeco, to find out more about the perfect quant stockBy Robeco

1
The tables have turned, and EM might benefit from it 27:13

9M ago27:13

27:13

Global markets are reeling from unpredictable US policy shifts – from tariff wars to geopolitical moves – all of which has left emerging market equity investors on edge. Positioning portfolios for 2025 and beyond demands a clear grasp of regional, country, and sector dynamics. Investors are looking for alternatives to US Big Tech companies and star…

1
A random talk down Quant Street, Ep. 3/11 – Which factors work (and which don't)? 6:27

10M ago6:27

6:27

Academic literature tells us there are more than 300 factors. But not all can be exploited by investors. In this third episode of our new podcast series, Quant researcher Matthias Hanauer explains the five criteria these factors should meet in order to help achieve long-term alpha.By Robeco

1
Whatever it takes 17:20

10M ago17:20

17:20

A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly increase defense spending. Is this a watershed moment for financial markets? This podcast features material by fair use guidelines. All rights reserved to the copyright owners…

1
You AI-nt seen nothing yet 29:38

10M ago29:38

29:38

AI has shaken up the investment world, generating impressive stock-market gains for the perceived winners. Is the market now starting to move beyond its obsession with the usual suspects in the AI race? Portfolio managers Jack Neele and Daniel Ernst discuss how they're dealing with these questions.By Robeco

1
A random talk down Quant Street, Ep. 2/11 – What's in it for you? 5:26

10M ago5:26

5:26

Active Quant offers stable, systematic outperformance with predictable risk-return characteristics. But what's really in it for you? In the second of this new series on Quant Investing we sit down with Jeroen Hagens, Client Portfolio Manager for Quant Equities at Robeco, to get the inside scoop.By Robeco

1
A random talk down Quant Street, Ep. 1/11 – Why quant investing is not a black box 6:34

10M ago6:34

6:34

Quant investing has been called a 'black box,' but is that really the case? In the first of this new series on Quant Investing we sit down with Harald Lohre, Director of Quant Research at Robeco, to break down this myth.By Robeco

1
Snake preview 15:13

11M ago15:13

15:13

China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer some tradeable rallies opportunities. The so called 'Dogs of the Dow' are having a great start of the year, with European stock markets also in catch-up mode. Tune in now. This podcast features materia…

1
Ignore momentum at your own peril 29:10

11M ago29:10

29:10

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?By Robeco

1
Hit (and run?) 17:31

11M ago17:31

17:31

The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve. This podcast features mater…

1
Private dancer 19:43

1y ago19:43

19:43

Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. This podcast features material by fair use guidelines. All rights reserv…

1
Buying skepticism in the market 30:06

1y ago30:06

30:06

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.…

1
No (soft) landing in 2025 29:10

1y ago29:10

29:10

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.…

1
Hit me, baby, one more time 17:18

1y ago17:18

17:18

Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…

1
US Election: The impact on equities, bonds, currencies and commodities 12:10

1y ago12:10

12:10

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

1
What's driving the recent growth in active ETFs? 26:16

1y ago26:16

26:16

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?…

1
Boom, bust & bugs 17:19

1y ago17:19

17:19

In this month's In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China's monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again. This podcast features material…

1
Subordinated, but certainly not suboptimal 25:45

1+ y ago25:45

25:45

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 …