In tune with the markets

Robeco

  • 17 minutes 44 seconds
    Taylor beats Warren

    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

    10 May 2024, 6:30 am
  • 17 minutes
    The future is bright

    Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s all about the one-million-dollar question: is the bull market running out of steam? Reported earnings will be a key factor and so far, the sun is still out.

     

    Length without disclaimer: 15 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    26 April 2024, 9:59 am
  • 16 minutes 30 seconds
    Trading season is over

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic brand struggling, and the seasonal effect on markets: will it be May-hem?

     

    Length without disclaimer: 15 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    12 April 2024, 9:30 am
  • 16 minutes 16 seconds
    Moment of truth

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about Japan’s move to a 0% interest rate, the momentum for equities and the IPO market and the buzz around social media platforms going public.

    Length without disclaimer: 15 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    28 March 2024, 4:46 pm
  • 14 minutes 24 seconds
    All that glitters

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all aboutalternative assets. Both safe haven gold and risk-on asset Bitcoin are reaching all-time highs. What’s cooking?

    Length without disclaimer: 14 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    15 March 2024, 10:01 am
  • 18 minutes 7 seconds
    Don’t get greedy

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the US equity market party, the end of the Korean discount and the never-ending battle between old rivals greed and fear.

    Length without disclaimer: 17 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    1 March 2024, 10:30 am
  • 17 minutes 30 seconds
    Gimme all-time highs

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the stock market reaching all-time highs. Rates will come down one way or the other, but do watch the canary in the coalmine.

    Length without disclaimer: 16 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    16 February 2024, 10:21 am
  • 16 minutes 57 seconds
    Avalanche

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Europe’s sick man Germany, the January effect, earnings season, and the potential risk of derivatives on the Chinese equity market.

    2 February 2024, 10:30 am
  • 17 minutes 28 seconds
    Shame!

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Davos, the freshly launched Bitcoin ETF, China's headwinds, earnings season in the US and the Great ESG Divide.

    19 January 2024, 10:00 am
  • 17 minutes 27 seconds
    Enemy

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about emerging markets – from the remarkable revival of the Polish stock market to China’s restrictions on the gaming industry, a multi-billion-dollar market and its bid for the EV crown.

    Length without disclaimer: 16 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    5 January 2024, 10:57 am
  • 17 minutes 50 seconds
    Winter takes it all

    Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about all-time highs on the equity markets, swift moving bond yields, COP28 and why equity investing is best done in winter.

     

    Length without disclaimer: 16 minutes.

    This podcast features material by fair use guidelines. All rights reserved to the copyright owners

    22 December 2023, 10:01 am
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