Pain and gain
In tune with the markets
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
info_outline
El Classico
In tune with the markets
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
info_outline
In the dark
In tune with the markets
With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What’s happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tune in to our latest episode with a special musical guest. Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners
info_outline
Gold fever strikes again
In tune with the markets
Are President Trump’s policies stirring a ‘high-pressure economy’ of growth and inflation? Gold’s gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI’s trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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
info_outlineThis month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fuelling the market rally is worrying though.
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners