
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
| Publishes | Twice monthly | Episodes | 122 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

Emerging markets are often viewed through the lens of geopolitics, growth and valuations. But for quantitative investors, another question matters just as much: how do systematic models need to evolve as markets change? In this episode, we explore wh... more
Investors in EM equities may worry they're doubling up by investing in EM debt. That isn't the case though with EM bonds drawing on sovereign credit cycles and local currency dynamics that move independently from equities. The foundation has never be... more
Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set for true active managers to compound value.
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 take decades, not months and this trend is only just... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #210 |
Recent interactions between the hosts and their guests.
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This show centers on professional investors and institutional strategies, with a strong emphasis on emerging markets, factor investing, ESG considerations, and multi-asset portfolio implications. Episodes feature Robeco researchers, portfolio managers, and market strategists discussing real-world investment themes, from EM dispersion and geopolitical risk to AI-driven signals and credit markets. A recurring strength is translating complex research into actionable insights for professional investors, including practical stock-picking fundamentals, macro-mused scenarios, and disciplined risk management. Distinctive aspects include a robust quantitative/analytical lens, frequent guest experts from Robeco's investment teams, and timely topics l... more
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Robeco Asset Management Podcast launched 8 years ago and published 122 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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Recent guests on Robeco Asset Management Podcast include:
1. Diana Kostic
2. Janszica Moselar
3. Mina Santosh
4. Jan de Bruijn
5. Daniela da Costa
6. Jaap van der Hart
7. Wim-Hein Pals
8. David Blitz
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