Emerging market equities have comfortably outperformed developed markets over the year to date – for the first time in years. Is this the start of something bigger, or just a temporary catch-up? And what lessons are there in the tremendous performance dispersion within the emerging-market universe?
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Reports of the death of ESG investing are greatly exaggerated
There is talk of ESG fatigue – at least in some parts of the world – and concerns about how shareholder rights are evolving. There's also fresh thinking about the role of defense spending in sustainable portfolios. Tune in to our latest podcast episode where Carola van Lamoen and Rachel Whittaker discuss the state of sustainable investing.
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5-year Expected Returns – The Stale Renaissance
Exciting AI developments and technological innovation meet macroeconomic and geopolitical headwinds. Global economic growth will keep momentum, but it may be somewhat subdued in the next five years. Tune in to hear strategist Peter van der Welle and co-head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and dig deeper into the findings of Robeco's 5-year investment outlook.
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The skeptical value investor
Growth stocks have outpaced value stocks over the past decade, with growth's lead particularly clear in the US market. That's the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they. really? Chris Hart, portfolio manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.
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The long, hot AI summer (part 3/3) – AI horizons
What's next for AI in investing? In the final part of our AI summer course, we join our experts and look beyond the horizon. Discover how AI developments may redefine investment roles, strategy development, and asset classes, preparing investors and the industry for a future driven by innovation and technological evolution.
Luister naar Robeco Asset Management Podcast, Beurs en beleggen podcast De Aandeelhouder en vele andere podcasts van over de hele wereld met de radio.net-app
Netherlands