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Robeco Asset Management Podcast

Robeco
Quant Investing
Emerging Markets
Investment Strategies
Robeco
Artificial Intelligence
Active Quant Strategies
Thematic Investing
Machine Learning
US Elections
Sustainability
Quantitative Investing
Sustainable Investing
Donald Trump
Economy
Tariffs
US Economy
Inflation
China
Tariff Policy
Active Exchange Traded Funds

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

PublishesTwice monthlyEpisodes100Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Robeco Asset Management Podcast

Latest Episodes

Emerging markets are now leading innovation in strategic sectors. In our new 'EM to the core' episode, Robeco's Jaap van der Hart explains how countries like China, Korea, Taiwan and India have become key to the supply chains in semiconductors, AI ha... more

In the first episode of our new podcast series, portfolio manager Wim-Hein Pals discusses six factors that support the case for emerging markets equities. The relative discount of around 30% compared to developed markets is probably the most signific... more

Factor investing was built on powerful academic foundations, but its real-world results have become harder to ignore. While many traditional factor approaches have disappointed, some quant strategies have continued to outperform across cycles. In thi... more

Markets are selling off and this does not feel like a 'buy the dip' moment. Asian markets are taking a blow after the Strait of Hormuz was effectively closed, while Europe is hit harder than the US. Profit taking even hurts traditional safe haven ass... more

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Recent Guests

Jaap van der Hart
Co-head of emerging market equities at Robeco and portfolio manager of Robeco's High Conviction, Emerging Equity Strategy
Robeco
Episode: EM to the core, Ep. 2/7 – Emerging markets' competitive edge
Wim-Hein Pals
Head of Robeco's emerging markets equity team
Robeco
Episode: EM to the core, Ep.1/7 – Six tailwinds for emerging markets
David Blitz
Chief Researcher, Robeco Quant Equity Research Team
Robeco
Episode: The curious case of Fama-French: where does alpha come from?
Matthias Hanauer
Researcher, Robeco Quant Equity Research Team
Robeco
Episode: The curious case of Fama-French: where does alpha come from?
Colin Gray
Robeco market expert providing insights on market implications of geopolitical events
Robeco
Episode: Market Flash: Investors are feeling the heat
Colin Graham
Head of Investment Solutions at Robeco
Robeco
Episode: Market Flash: What the Middle East conflict means for investors
Frank Unsvedder
Portfolio Manager for Robeco's Sustainable Property Equity Strategy
Robeco
Episode: Will listed property bounce back in 2026?
Peter Schmau
Former Portfolio Manager for Robeco's Sustainable Property Equity Strategy
Robeco
Episode: Will listed property bounce back in 2026?
Vania Sulman
Portfolio manager at Robeco
Robeco
Episode: A random talk down Quant Street, Ep. 7/11 – How active is Active Quant?

Hosts

Erika van den Marwe
Host of the Robeco Asset Management Podcast series, with a focus on sustainable investing and EM themes
Erica
Host appearing in multiple Robeco podcast series, likely handling asset management discussions

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#75
Hong Kong/Business/Investing
Apple Podcasts
#76
Denmark/Business/Investing
Apple Podcasts
#209
Hong Kong/Business
Apple Podcasts
#215
Russia/Business/Investing
Apple Podcasts
#217
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The curious case of Fama-French: where does alpha come from?
Q: Since the Fama–French factors were developed, how have they stood up to the test of time?
They have performed unevenly, with a quant winter in recent years and several factors underperforming over the last two decades; size in particular is no longer a standalone factor, while momentum and value show flaws in their traditional definitions.
Reports of the death of ESG investing are greatly exaggerated
Q: What trends should investors expect from sustainable investing?
Carola anticipates that as asset managers focus on impact and outcomes of engagement, there will be greater regulatory demands for transparency and innovation.
Reports of the death of ESG investing are greatly exaggerated
Q: What does this mean for investors regarding defense spending?
Rachel illustrates that some investors are becoming more nuanced about excluding industries, noting that there are significant differences in involvement with military activities and how these may be viewed in sustainable investing.
Reports of the death of ESG investing are greatly exaggerated
Q: Is the interest in sustainable investing fading?
Carola highlights that European asset owners continue their sustainability journey and prioritize energy transition, while regional differences in perspectives exist, particularly between Europe and the US.
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.

Audience Metrics

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Listeners per Episode
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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 centers on professional investing topics with a strong emphasis on sustainability, factor investing, and macro- and geopolitical-informed portfolio positioning. Episodes frequently feature Robeco researchers and portfolio managers alongside market strategists, discussing emerging markets, quantitative investing, AI-driven signals, and how current events shape asset allocation and alpha generation. A recurring thread is the integration of ESG considerations with traditional investing frameworks, the evolving role of AI and data science in portfolios, and practical implications for multi-asset and quant-driven strategies. The format tends to blend deep-dive analysis with actionable takeaways for institutional investors, asset owners... 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. Excess Returns
3. Flirting with Models
4. Monetary Matters with Jack Farley
5. The Meb Faber Show - Better Investing

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.

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What guests have appeared on Robeco Asset Management Podcast?

Recent guests on Robeco Asset Management Podcast include:

1. Jaap van der Hart
2. Wim-Hein Pals
3. David Blitz
4. Matthias Hanauer
5. Colin Gray
6. Colin Graham
7. Frank Unsvedder
8. Peter Schmau

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