Robeco Asset Management Podcast
Episodes
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...