In tune with the markets
Episodes
To the Moon
17 Apr 2026
Contributed by Lukas
Despite persistent unrest in the Middle East and elevated oil prices stoking inflation concerns, equity investors continue to buy the dips, leaving t...
How soon is now?
20 Mar 2026
Contributed by Lukas
Market turbulency remains, and where the US dollar acts as a safe haven, gold clearly doesn't this time around. Central banks sit on the fence, hopin...
The beat goes on
20 Feb 2026
Contributed by Lukas
It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: ...
Pain and gain
23 Jan 2026
Contributed by Lukas
The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil. Gold has clearly entered bubb...
El Classico
12 Dec 2025
Contributed by Lukas
Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat...
In the dark
21 Nov 2025
Contributed by Lukas
With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but ...
Gold fever strikes again
17 Oct 2025
Contributed by Lukas
Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ET...
Nervous dancer
19 Sep 2025
Contributed by Lukas
Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors contin...
Gambling with governance
22 Aug 2025
Contributed by Lukas
In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of t...
Humming along
18 Jul 2025
Contributed by Lukas
Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korea...
Spend, baby, spend
19 Jun 2025
Contributed by Lukas
The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washingto...
Running without ground beneath our feet
16 May 2025
Contributed by Lukas
It's the 'Trump Always Chickens Out' economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have ...
Pandemonium
17 Apr 2025
Contributed by Lukas
Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a re...
Whatever it takes
14 Mar 2025
Contributed by Lukas
A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly...
Snake preview
14 Feb 2025
Contributed by Lukas
China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer ...
Hit (and run?)
17 Jan 2025
Contributed by Lukas
The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may b...
Private dancer
20 Dec 2024
Contributed by Lukas
Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to t...
Hit me, baby, one more time
15 Nov 2024
Contributed by Lukas
Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our l...
Boom, bust & bugs
11 Oct 2024
Contributed by Lukas
In this month's In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China's monetary measures; infl...
The elephant in the room
13 Sep 2024
Contributed by Lukas
This week it's all about the mixed signals we see in the markets. Various asset classes seem to interpret them in different ways. Will tech stocks...
Carry on
16 Aug 2024
Contributed by Lukas
This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG...
What's left to buy?
12 Jul 2024
Contributed by Lukas
This month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 5...
Macronomics
21 Jun 2024
Contributed by Lukas
This week it's all about Europe for a change. Macron's decision to call an early election impacts European bond markets. And Europe plays tough, anno...
Power to the people
07 Jun 2024
Contributed by Lukas
This week it's all about elections and electricity. Utilities may be making a comeback in investors' books, partly driven by AI's thirst for electric...
African vibes
24 May 2024
Contributed by Lukas
Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP's latest bid, citing se...
Taylor beats Warren
10 May 2024
Contributed by Lukas
Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sle...
The future is bright
26 Apr 2024
Contributed by Lukas
Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it's...
Trading season is over
12 Apr 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic b...
Moment of truth
28 Mar 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about Japan's move to a 0% interest rate...
All that glitters
15 Mar 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all aboutalternative assets. Both safe ha...
Don't get greedy
01 Mar 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the US equity market party, th...
Gimme all-time highs
16 Feb 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the stock market reaching all...
Avalanche
02 Feb 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Europe's sick man Germany, the...
Shame!
19 Jan 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Davos, the freshly launched Bit...
Enemy
05 Jan 2024
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about emerging markets – from the ...
Winter takes it all
22 Dec 2023
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about all-time highs on the equity m...
What's hot and what's not?
08 Dec 2023
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the central banks, the bond m...
Dictator
24 Nov 2023
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the Santa Claus rally, the ...
Global South
10 Nov 2023
Contributed by Lukas
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week he discusses a short selling ban in Korea, th...
Reaching the peak
27 Oct 2023
Contributed by Lukas
Tune in for the latest from portfolio manager Arnout van Rijn. Currently, US yields have reached 5%. The earnings season is off to a promising start...
Zoom!
13 Oct 2023
Contributed by Lukas
Tune in for the latest from portfolio manager Arnout van Rijn: an upside-down world in which MANAMANA stocks seem to be considered defensive – whil...
Aha-moment
29 Sep 2023
Contributed by Lukas
Arnout van Rijn discusses the all-time highs in Scandinavian stock markets, the Fed's 'higher for longer' message, and much more. Length without dis...
Rainmakers
15 Sep 2023
Contributed by Lukas
A new episode of Robeco's bi-weekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Por...
Taxman
01 Sep 2023
Contributed by Lukas
Tax it! A new episode op Robeco's bi-weekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest ...
Wishful thinking
18 Aug 2023
Contributed by Lukas
In our latest episode, Arnout discusses how markets are repositioning in line with Fed hawkishness and a US sovereign debt downgrade; he looks at eco...
Don't you worry child
28 Jul 2023
Contributed by Lukas
Arnout talks about China's policy thrust and local government debt woes, the state of the housing market, insights from the latest earnings reports, ...
Two tribes
14 Jul 2023
Contributed by Lukas
Tune in to hear Arnout van Rijn explain his song choice of the week, in light of: More conciliatory language being used by Chinese and US leaders r...
State of independence
30 Jun 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. In this episode, Arnout van Rijn di...
Suddenly last summer
16 Jun 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Port...
Dancing on the ceiling
02 Jun 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest, this epi...
Dolce vita
19 May 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Port...
Jai ho!
05 May 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Port...
You spin me round
21 Apr 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Port...
Mahna Mahna
06 Apr 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Port...
I will survive
24 Mar 2023
Contributed by Lukas
A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portf...
The Power
10 Mar 2023
Contributed by Lukas
Central banks are still a major theme. The question is: how far are they willing to go, and what will it look like when markets snap. Meanwhile, equi...
Year of decision
24 Feb 2023
Contributed by Lukas
Tune in to the beat of Robeco's laid-back biweekly podcast that makes sense of market moves. Multi-asset portfolio manager Arnout van Rijn covers the ...