
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
| Publishes | Twice monthly | Episodes | 120 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #113 |
Recent interactions between the hosts and their guests.
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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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5. Macro Hive Conversations With Bilal Hafeez
Robeco Asset Management Podcast launched 7 years ago and published 120 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. Jan de Bruijn
2. Daniela da Costa
3. Jaap van der Hart
4. Wim-Hein Pals
5. David Blitz
6. Matthias Hanauer
7. Colin Gray
8. Michiel Plakman
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