• Robeco Asset Management Podcast

  • By: Robeco
  • Podcast
Robeco Asset Management Podcast  By  cover art

Robeco Asset Management Podcast

By: Robeco
  • Summary

  • This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
    Robeco
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Episodes
  • Thematic investing – often a tale of two tides
    Apr 19 2024

    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.

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    30 mins
  • Zoo-ming in and out of the factor zoo
    Mar 22 2024

    Quant equity investing has enjoyed the resurgence of value since late 2020. Meanwhile, the quest for innovation in capturing returns continues unabated. Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.

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    26 mins
  • All you need to know about ‘transition finance’
    Feb 23 2024

    A new aspect of the evolution in sustainable investing is the emphasis on what is termed 'transition finance'. It is a broad concept – some argue it’s too broad – but there are strong views that the complex shift that we need to get our economies to net zero will depend on this form of capital. How are investors going about the process of transition investing?

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    25 mins

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