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Robeco Asset Management Podcast

Robeco Asset Management Podcast

Von: Robeco
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 This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.Robeco Persönliche Finanzen Ökonomie
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  • Geopolitics and AI boost emerging markets prospects

    Geopolitics and AI boost emerging markets prospects
    Feb 13 2026

    Equity investing has always been about understanding businesses from the ground up. But we're now in an era when geopolitics matters more, where power is shifting, and in which a handful of technologies are reshaping entire industries. So the key question for investors today is how shareholder value is created and defended in a world that feels noisier, faster, and more fragmented than before. And that's what we're exploring in this episode.
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    29 Min.
  • Searching for gems in the credit markets

    Searching for gems in the credit markets
    Jan 30 2026

    Credit markets usually do not make the headlines, as the big themes of the day, such as AI, are perhaps less relevant to fixed income investors. However, they quietly shape how investors generate income and manage risk. Credit investors Evert Giesen and Jan Willem Knoll discuss the state of the markets and their favorite segments in this podcast episode.
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    22 Min.
  • Will listed property bounce back in 2026?

    Will listed property bounce back in 2026?
    Dec 18 2025

    Listed real estate continues to trade at a discount to the broader equity market, while dividend yields have been steady at attractive levels. Does the sector offer sufficient investor appeal over the coming years?
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    26 Min.
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