Robeco Asset Management Podcast
Business:Investing
Early this year, investors were notably enthusiastic about emerging market equities. And, as the months have gone by, funds have flowed towards this asset class. While returns have been fair, investors are still waiting for the big pay-off from the emerging market bet. How patient ought investors to be, and how rewarding will that pay-off be in the end? We discuss this with portfolio managers Wim-Hein Pals and Jaap van der Hart.
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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