Robeco Asset Management Podcast Podcast Por Robeco arte de portada

Robeco Asset Management Podcast

Robeco Asset Management Podcast

De: Robeco
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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.Robeco Economía Finanzas Personales
Episodios
  • EM to the core, Ep.1/7 – Six tailwinds for emerging markets

    EM to the core, Ep.1/7 – Six tailwinds for emerging markets
    Apr 7 2026

    In the first episode of our new podcast series, portfolio manager Wim-Hein Pals discusses six factors that support the case for emerging markets equities. The relative discount of around 30% compared to developed markets is probably the most significant.
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    6 m
  • The curious case of Fama-French: where does alpha come from?

    The curious case of Fama-French: where does alpha come from?
    Mar 31 2026

    Factor investing was built on powerful academic foundations, but its real-world results have become harder to ignore. While many traditional factor approaches have disappointed, some quant strategies have continued to outperform across cycles. In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant investing.
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    23 m
  • Market Flash: Investors are feeling the heat

    Market Flash: Investors are feeling the heat
    Mar 3 2026

    Markets are selling off and this does not feel like a 'buy the dip' moment. Asian markets are taking a blow after the Strait of Hormuz was effectively closed, while Europe is hit harder than the US. Profit taking even hurts traditional safe haven assets such as gold. The dollar, however, strengthens – as it should in times of crisis.

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    11 m
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