Nervous dancer
In tune with the markets
Arnout van Rijn shares insights on Robeco’s newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.
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Gambling with governance
In tune with the markets
In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.
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Humming along
In tune with the markets
Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends. Tune in to enjoy the steel-panned summer vibes of our July episode.
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Spend, baby, spend
In tune with the markets
The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washington’s big spending bill keeps the US deficit decisively dicey and Europe ramps up defense spending.
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Running without ground beneath our feet
In tune with the markets
It’s the ‘Trump Always Chickens Out’ economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It reminds Van Rijn of the infamous ‘Wile-E Coyote’ phenomenon.
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Pandemonium
In tune with the markets
Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the coming weeks? Listen in as Arnout van Rijn brings his insights. Length without disclaimer: 15 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Whatever it takes
In tune with the markets
A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly increase defense spending. Is this a watershed moment for financial markets? This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Snake preview
In tune with the markets
China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer some tradeable rallies opportunities. The so called ‘Dogs of the Dow’ are having a great start of the year, with European stock markets also in catch-up mode. Tune in now. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Hit (and run?)
In tune with the markets
The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Private dancer
In tune with the markets
Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
info_outlineTune 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.