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 contributing to the SDGs is a do or die
Is it too late to jump on the China bandwagon?
Making the portfolio more concentrated hasn’t made it more risky
With tech companies we need to be very vigilant
Combining quant and SI yields cost-effective solutions
Asset management is all about intellectual property
Only in hindsight you will see the benefits of low vol-investing
Investing in emerging markets takes nerves of steel
Factor investing is by no means a black box
We are approaching Peak Environment right now
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