• Robeco Asset Management Podcast

  • De: Robeco
  • Podcast

Robeco Asset Management Podcast

De: Robeco
  • Resumen

  • This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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Episodios
  • The (almost) forgotten art of stock picking
    Jul 18 2024

    It’s almost unnerving, watching equity-market indices repeatedly touching new all-time highs. Particularly when the gains are founded on a very select group of stocks, while economic indicators are relatively mixed. In such a set-up – we ask portfolio manager Michiel Plakman – what’s the best strategy for managing a market-beating investment portfolio?

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    28 m
  • The three big trends shaping our future
    Jul 4 2024

    What does it take to truly see the significant shifts taking place in the world around us – those structural themes that might be obscured by the noise, but which require investors’ attention? Daniel Ernst and Sam Brasser are passionate about watching the world, discerning persistent themes and forming views on how to construct portfolios to benefit from them. Tune in to our latest podcast episode.

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    28 m
  • Can investors position their portfolios to prepare for a US election outcome?
    May 3 2024

    Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.

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    25 m

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