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In tune with the markets

In tune with the markets

Von: Robeco
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 Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.2023 Politik & Regierungen Ökonomie
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  • The beat goes on

    The beat goes on
    Feb 20 2026

    It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.

    Unitree demonstration Chinese New Year Gala video

    Length without disclaimer: 19 minutes

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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    20 Min.
  • Pain and gain

    Pain and gain
    Jan 23 2026

    The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil. Gold has clearly entered bubble territory. The share of weak hands in the market is increasing, which means we are now in a volatile bull market, says Arnout van Rijn. Tune in to our latest podcast episode.

    Length without disclaimer: 18 minutes

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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    20 Min.
  • El Classico

    El Classico
    Dec 12 2025
    Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come

    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 Min.
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