Robeco Asset Management Podcast
RobecoThis podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
| Publishes | Twice monthly | Episodes | 124 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In just a few weeks, Americans head to the polls for the midterms. The result will be felt well beyond Washington. Fiscal policy, regulation and AI policy could all shift, with real implications for investors. What are voters and the polls telling us... more
The forces shaping the next five years may look very different from those of the recent past. The drive for greater resilience and the rise of AI are reshaping and rewiring supply chains, investment – and work itself. Robeco's annual Expected Returns... more
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
Stock markets have been dominated by the energy and AI themes, centered around a tech-dominated US market that some feel is over-priced. In the latest episode of our podcast series with Robeco's investors, Chris Hart, Portfolio Manager of Robeco Bost... more
Framing around emerging markets has typically focused on risk, but long‑term investors see mispriced opportunity. In this 'EM to the core' episode, portfolio manager Daniela da Costa shares how she looks through the geopolitical noise to focus on how... more
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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?
This show focuses on sophisticated investing topics, with recurring emphasis on emerging markets, quantitative investing, factor strategies, and macro-driven portfolio implications. Episodes frequently feature Robeco researchers and portfolio managers discussing how data, AI, and geopolitical shifts reshape asset allocation, risk management, and alpha generation. Notable angles include the evolution of emerging markets, the balance between active management and systematic approaches, and practical implications for fixed income, equities, and multi-asset portfolios. A distinctive trait is the consistent integration of research insights with real-world portfolio construction, offering listeners a mix of theory, case studies, and concrete take... more
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How many listeners does Robeco Asset Management Podcast get?
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What are the audience demographics for Robeco Asset Management Podcast?
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How many subscribers and views does Robeco Asset Management Podcast have?
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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. Monetary Matters with Jack Farley
3. The Macro Trading Floor
4. Merryn Talks Money
5. The Meb Faber Show - Better Investing
How many episodes of Robeco Asset Management Podcast are there?
Robeco Asset Management Podcast launched 8 years ago and published 124 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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How do I access podcast episode transcripts for 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. Mike Mullaney
2. Beter van der Wallen
3. Loden Swinkels
4. Diana Kostic
5. Janszica Moselar
6. Mina Santosh
7. Jan de Bruijn
8. Chris Hart
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.