• In tune with the markets

  • By: Robeco
  • Podcast
In tune with the markets By cover art

In tune with the markets

By: Robeco
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  • Summary

  • Robeco’s biweekly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
    2023
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Episodes
  • Power to the people

    Power to the people
    Jun 7 2024

    This week it’s all about elections and electricity. Utilities may be making a comeback in investors’ books, partly driven by AI’s thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more.

    Length without disclaimer: 13 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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    14 mins
  • African vibes

    African vibes
    May 24 2024

    Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP’s latest bid, citing serious execution risk, it’s open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending.

    Length without disclaimer: 16 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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    18 mins
  • Taylor beats Warren

    Taylor beats Warren
    May 10 2024

    Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.

    Length without disclaimer: 17 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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    18 mins
Business & Careers Economics Politics & Government
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