Robeco Asset Management Podcast
Business:Investing
While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.
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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