Robeco Asset Management Podcast
Episodes
Will we avert a grim mix of higher inflation and negative rates?
15 Oct 2020
Contributed by Lukas
Central banks are navigating through unchartered territory. "The longer you have negative interest rate policies, the harder it will become to offset...
The pressure on value investors is almost unbearable
28 Sep 2020
Contributed by Lukas
Value has underperformed growth in the large-cap space by 43% in the past year. "The pressure on value investors to reevaluate and potentially discar...
Our man in Hong Kong
08 Jul 2020
Contributed by Lukas
Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong. His experiences have taught him ...
Straight talking about a circular future
29 Jun 2020
Contributed by Lukas
Is rebuilding the global economy after Covid-19 an opportunity to fundamentally reboot economic systems? Proponents of the circular economy – which ...
Some factors are more equal than others
13 May 2020
Contributed by Lukas
Is Value broken? Does a decade of disappointing performance mean that a factor has ultimately failed? The 'lost decade' for classic Fama-French facto...
Navigating the Covid-19 sell-off and the path to a new normal
09 Apr 2020
Contributed by Lukas
"This crisis is different from previous ones because our investment teams have to deal with it by working remotely." Almost four weeks since Covid-19...
Why we take stewardship seriously (and what it brings)
06 Apr 2020
Contributed by Lukas
Is it just part of a greenwashing scheme or is it a crucial element in an integrated sustainable investing approach? Active ownership (engagement and...
Market update 9 March: Corona, oil price war and falling markets
09 Mar 2020
Contributed by Lukas
"If you wake up and see -6%, you know what kind of day it is going to be." In our latest podcast, Jeroen Blokland, head of Multi Asset, talks coronavi...
Gilbert Van Hassel: It's time asset managers make money talk
22 Jan 2020
Contributed by Lukas
If we start investing much more towards the long term, and to sustainable solutions, things will go very, very quickly, says Robeco CEO Gilbert Van H...
Why contributing to the SDGs is a do or die
06 Jan 2020
Contributed by Lukas
If investors ignore the challenges the SDGs represent, future growth will be much lower and much more erratic than it has been in the past. This will...
Is it too late to jump on the China bandwagon?
26 Nov 2019
Contributed by Lukas
Various index providers are increasing the weight of China in their indices. For institutional investors, this poses a dilemma. Should they blindly fo...
Making the portfolio more concentrated hasn't made it more risky
14 Oct 2019
Contributed by Lukas
"The only way to create alpha is to deviate from the benchmark. Increasing the active share enhances the portfolio without increasing the volatility ...
With tech companies we need to be very vigilant
18 Sep 2019
Contributed by Lukas
In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing. Valuation of many of the growth stocks ob...
Combining quant and SI yields cost-effective solutions
28 Jun 2019
Contributed by Lukas
In our latest podcast, Core Quant portfolio manager Machiel Zwanenburg discusses the need for sustainability building blocks to suit different client...
Asset management is all about intellectual property
27 May 2019
Contributed by Lukas
Peter Ferket, CIO, discusses the disruptive trends in the asset management industry, the race to zero costs being one of them. "If you buy cheap solu...
Only in hindsight you will see the benefits of low vol-investing
29 Mar 2019
Contributed by Lukas
In our latest podcast, Pim van Vliet, head of Global Conservative Equities, talks about the merits of low volatility investing. He also discusses the ...
Investing in emerging markets takes nerves of steel
29 Mar 2019
Contributed by Lukas
In our third podcast, Fabiana Fedeli, head of Global Fundamental Equities, talks about emerging markets. And she is optimistic about the US-China trad...
Factor investing is by no means a black box
05 Feb 2019
Contributed by Lukas
In the second episode of Robeco Podcast, David Blitz (Head of Quant Research) discusses the latest trends and challenges in factor investing with podc...
We are approaching Peak Environment right now
02 Feb 2019
Contributed by Lukas
In this first episode of the new Robeco podcast, Sam Shaw is joined by Daniel Wild, co-CEO of RobecoSAM on the current trends in sustainable investing...