Robeco’s monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
Publishes | Monthly | Episodes | 50 | Founded | 3 years ago |
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Number of Listeners | Categories | BusinessNewsBusiness News |
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 frot... more
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.
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 ... more
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.
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 re... more
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... more
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 featur... more
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... more
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Focuses on the latest developments in global financial markets, examining macroeconomic events, corporate news, and investment strategies. Numerous discussions highlight key trends such as equity movements, bond market dynamics, inflationary pressures, and geopolitical tensions affecting market stability. Noteworthy for its expert insights from portfolio managers and market analysts, the content is tailored to those keen on understanding complex market behaviors and the underlying factors influencing investment decisions. The unique blend of humor and accessible language makes it engaging for professionals wanting to stay informed about current financial landscapes.
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In tune with the markets launched 3 years ago and published 50 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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