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Robeco Asset Management Podcast

Robeco
Sustainability
US Elections
Economy
Emerging Markets
Joe Biden
Donald Trump
Active Exchange Traded Funds
Inflation
Transition Finance
Thematic Investing
Immigration
Abortion
Swing States
Investment Performance
Alpha Generation
2024 US Election
Robeco
US Economy
Sustainable Investing
Paris Agreement

This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

PublishesWeeklyEpisodes100Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Robeco Asset Management Podcast

Latest Episodes

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 ... more

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 th... more

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 ... more

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... more

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Recent Guests

Vania Sulman
Portfolio manager at Robeco
Robeco
Episode: A random talk down Quant Street, Ep. 7/11 – How active is Active Quant?
Mike Mullaney
Director of Global Markets Research Investing at Boston Partners
Boston Partners
Episode: Trump 2.0 is all about ‘shock and awe’
Martin van Vliet
Strategist in Robeco's global macro team
Robeco
Episode: Market Flash: The bond market can intimidate everyone
Colin Graham
Co-head of Robeco's Investment Solutions Business
Robeco Asset Management Podcast
Episode: Market Flash: Is this a market spasm or a game-changer?
Michiel Pluckman
Lead Portfolio Manager for Robeco Sustainable Global Stars
Robeco
Episode: Ignore momentum at your own peril
Arnaud van Rijn
Portfolio Manager in Robeco's Sustainable Multi-Assets team
Robeco
Episode: Ignore momentum at your own peril
Chris Hart
Portfolio manager of the Boston Partners Global Equity Strategy
Boston Partners
Episode: Buying skepticism in the market
Wilma de Groot
Head of Core Quant Equities and of Factor Investing Equities at Robeco
Robeco
Episode: What's driving the recent growth in active ETFs?
Nick King
Head of Robeco's ETF business
Robeco
Episode: What's driving the recent growth in active ETFs?

Hosts

Erika
Host of the Robeco Podcast, engaging in interviews about various investment strategies and market trends.
Colin Graham
Co-head of Investment Solutions, offering insights on investment strategies and market dynamics.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The skeptical value investor
Q: How have you adjusted your strategy as a result of President Trump's policies?
Hart discusses focusing on economic realities and adjusting the portfolio as market reactions can be overreactions to political announcements.
The skeptical value investor
Q: As a value investor, do you react with suspicion to all this hype around AI?
Hart notes his skepticism towards the hype, indicating that many companies are using AI terminology loosely without solid revenue models.
The long, hot AI summer (part 2/3) – AI momentum
Q: How do you respond to concerns that AI may be over influencing managers in their investment decision making?
You must scrutinize AI outputs and understand the sources driving the themes detected by the models.
The long, hot AI summer (part 2/3) – AI momentum
Q: What have you learned from each other?
Mike learned that quant and fundamental bring complementary skills, making them a powerful combination for investment decisions.
The long, hot AI summer (part 2/3) – AI momentum
Q: What was the major pain point that you heard from client conversations that you felt you needed to solve with this product?
Clients often struggle to detect themes early and enter and exit them in a timely manner, missing out on significant returns.

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Frequently Asked Questions About Robeco Asset Management Podcast

What is Robeco Asset Management Podcast about and what kind of topics does it cover?

Focused on professional investors, discussions center around critical themes such as sustainable investing, quantitative strategies, and market dynamics. Relevant topics include the impact of geopolitical events on market trends, the role of technology in investment strategies, and the importance of adapting investment to ever-changing economic conditions. Listeners can expect insights from experienced guests in the finance industry, who share their perspectives on investment opportunities and strategies tailored for achieving long-term growth. Unique to this series is its emphasis on quantitative methodologies, sustainability, and the evolving landscape of investment approaches, making it a noteworthy resource for those in the finance sect... more

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Which podcasts are similar to Robeco Asset Management Podcast?

These podcasts share a similar audience with Robeco Asset Management Podcast:

1. In tune with the markets
2. Flirting with Models
3. At Any Rate
4. Making Sense
5. The Markets

How many episodes of Robeco Asset Management Podcast are there?

Robeco Asset Management Podcast launched 7 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Robeco Asset Management Podcast?

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What guests have appeared on Robeco Asset Management Podcast?

Recent guests on Robeco Asset Management Podcast include:

1. Vania Sulman
2. Mike Mullaney
3. Martin van Vliet
4. Colin Graham
5. Michiel Pluckman
6. Arnaud van Rijn
7. Chris Hart
8. Wilma de Groot

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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