A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect?
Robeco Asset Management Podcast
Release Date: 06/23/2025
Geopolitics and AI boost emerging markets prospects
Robeco Asset Management Podcast
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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Searching for gems in the credit markets
Robeco Asset Management Podcast
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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Will listed property bounce back in 2026?
Robeco Asset Management Podcast
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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Emerging markets are firing on all cylinders
Robeco Asset Management Podcast
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
Robeco Asset Management Podcast
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
Robeco Asset Management Podcast
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
Robeco Asset Management Podcast
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
Robeco Asset Management Podcast
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.
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The long, hot AI summer (part 2/3) – AI momentum
Robeco Asset Management Podcast
Who’s riding the AI wave? Which innovations are shaping investing today and tomorrow? Explore the dynamic AI trends shaping investing from 2023 through 2027 in the second podcast episode of our AI summer course, and how Robeco’s Dynamic Theme Machine ETF and incubator strategies use cutting-edge AI tools to identify emerging themes, optimize timing, and capture real-world opportunities.
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The long, hot AI summer (part 1/3) – AI milestones
Robeco Asset Management Podcast
In the first podcast of our AI summer course, we trace AI’s journey from academic experiments to becoming a core driver of alpha in Robeco’s flagship quant strategies. This episode highlights key breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today
info_outlineWhat kind of performance can investors expect from Active Quant? In this episode we look at what contributes to the stability of Active Quant, what makes it flexible, and what we really mean when we say ‘systematic alpha capture’.