Robeco Asset Management Podcast

This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

Robeco Asset Management Podcast is a business podcast hosted by Robeco, with 122 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Robeco hosts Robeco Asset Management Podcast, a business show with 122 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #5

  Emerging markets, concentration risk and the evolution of quantitative investing

  Jul 1, 202627 minS8

  Emerging markets are often viewed through the lens of geopolitics, growth and valuations. But for quantitative investors, another question matters just as much: how do systematic models need to evolve as markets change? In this episode, we explore why the asset class remains structurally under-owned, and how innovation in signals, data and portfolio construction can help navigate a more concentrated, more complex investment landscape.

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  Robeco Asset Management Podcast

  EM to the core, Ep. 7/7 – Emerging markets debt dynamics

  Jun 29, 20266 min

  Investors in EM equities may worry they're doubling up by investing in EM debt. That isn't the case though with EM bonds drawing on sovereign credit cycles and local currency dynamics that move independently from equities. The foundation has never been stronger with emerging market economies having recently navigated geopolitical shocks, inflation, and developed-market turbulence.

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  Robeco Asset Management Podcast

  EM to the core, Ep. 6/7 – Performance dispersion and the alpha opportunity

  Jun 15, 20266 min

  Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set for true active managers to compound value.

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  Robeco Asset Management Podcast

  EM to the core, Ep. 5/7 – Finding balance with EM equities

  Jun 1, 20266 minS0

  <p> The rotation into emerging markets is embryonic, with global investor portfolios still over-exposed to US assets. Realigning investments to better reflect the engines of global economic growth will take decades, not months and this trend is only just gaining momentum.</p>

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  Episode #4

  Don't play the market, but focus on fundamentals and valuations

  May 21, 202630 minS8

  <p > Stock markets have been dominated by the energy and AI themes, centered around a tech-dominated US market that some feel is over-priced. In the latest episode of our podcast series with Robeco's investors, Chris Hart, Portfolio Manager of Robeco Boston Partners Global Premium Equities, explains how he finds pockets of value all over the world.</p>

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