Robeco Asset Management Podcast
Business:Investing
Rising inflation has become a growing concern for consumers around the world. It’s also wreaked havoc in financial markets, owing to fear and uncertainty about what happens next with interest rates, prices and economic growth. This after central bankers and analysts have been reassuring consumers and investors for nearly two years that they need not fear rising prices. We discuss the topic with Rikkert Scholten and Bob Stoutjesdijk.
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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