Robeco Asset Management Podcast
Business:Investing
Value has proven over the past two years that it’s not dead, after all. The rotation away from growth stocks towards value that started in November 2020 continues. But it’s been in fits and starts. And, let’s face it, the market mood now is tense, fickle and unsure. Will it be smooth sailing for value strategies from here onwards? Jay Feeney is CEO and CIO of Boston Partners, the US-based investment house focused on fundamentally driven value investing.
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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