Robeco Asset Management Podcast
Business:Investing
Asia-Pacific is touted as a region vibrant with opportunity, thanks to its demographic advantage, catch-up growth and technological prowess. But investors remain wary of some of the obstacles, such as uncertainty about China’s role as an economic powerhouse and, more broadly, the difficulty of investing in a region made up of highly distinct markets. Thu Ha Chow, Head of Fixed Income Asia, and Joshua Crabb, Head of Asia-Pacific Equities, discuss their approach to the region.
Why quant fixed income is a great diversifier
The Next Digital Billion is here. Are investors prepared?
Are investment managers ready for ESG going mainstream?
Value, back with a vengeance
Navigating change and challenge in the asset management industry
No need to fear an inflationary accident – just yet
Climate investing is more than just the next big thing
Challenge the consensus
Why I am more bullish than ever on quant
A great year for risky assets
Trends investing – art or science?
Will we avert a grim mix of higher inflation and negative rates?
The pressure on value investors is almost unbearable
Our man in Hong Kong
Straight talking about a circular future
Some factors are more equal than others
Navigating the Covid-19 sell-off and the path to a new normal
Why we take stewardship seriously (and what it brings)
Market update 9 March: Corona, oil price war and falling markets
Gilbert Van Hassel: It’s time asset managers make money talk
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