In tune with the markets

Robeco’s monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

Spend, baby, spend 06/19/2025

Spend, baby, spend 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. /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/37069090

Running without ground beneath our feet 05/16/2025

Running without ground beneath our feet 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. /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/36589700

Pandemonium 04/17/2025

Pandemonium 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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/36206500

Whatever it takes 03/14/2025

Whatever it takes 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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/35683210

Snake preview 02/14/2025

Snake preview 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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/35282215

Hit (and run?) 01/17/2025

Hit (and run?) 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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/34884100

Private dancer 12/20/2024

Private dancer 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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/34544805

Hit me, baby, one more time 11/15/2024

Hit me, baby, one more time Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/33941832

Boom, bust & bugs 10/11/2024

Boom, bust & bugs In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/33416782

The elephant in the room 09/13/2024

The elephant in the room This week it's all about the mixed signals we see in the markets. Various asset classes seem to interpret them in different ways. Will tech stocks extend their rally? And what about the impact of the upcoming US elections? This and a lot more in a new episode of ‘In tune with the markets’ – this time with stock market veteran Arnout van Rijn and multi-asset investor Colin Graham trying to stay on top of the elephant in the room. Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/33026637

Carry on 08/16/2024

Carry on This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the US. Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. Length without disclaimer: 18 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/32603517

What's left to buy? 07/12/2024

What's left to buy? This 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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/32109712

Macronomics 06/21/2024

Macronomics This week it’s all about Europe for a change. Macron’s decision to call an early election impacts European bond markets. And Europe plays tough, announcing a new regime of tariff hikes for Chinese EVs, but China seems unimpressed so far. Tune in to hear more. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/31834752

Power to the people 06/07/2024

Power to the people This week it’s all about elections and electricity. Utilities may be making a comeback in investors’ books, partly driven by AI’s thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more. Length without disclaimer: 13 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/31643637

African vibes 05/24/2024

African vibes Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP’s latest bid, citing serious execution risk, it’s open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/31438007

Taylor beats Warren 05/10/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/31211042

The future is bright 04/26/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/30998078

Trading season is over 04/12/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/30787538

Moment of truth 03/28/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/30582853

All that glitters 03/15/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/30385693

Don’t get greedy 03/01/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/30185518

Gimme all-time highs 02/16/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/29982693

Avalanche 02/02/2024

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. /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/29767498

Shame! 01/19/2024

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. /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/29559678

Enemy 01/05/2024

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/29353323

Winter takes it all 12/22/2023

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 /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/29197963

What’s hot and what’s not? 12/08/2023

What’s hot and what’s not? 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 central banks, the bond market rally, some hot Asian stocks, COP28 and markets only moving in one direction. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/28986158

Dictator 11/24/2023

Dictator 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 Santa Claus rally, the US consumer, buy backs, AI and... politics. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/28778258

Global South 11/10/2023

Global South Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week he discusses a short selling ban in Korea, the third anniversary of the comeback of value investing, and the great divide between the Global North and the Global South. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/28580388

Reaching the peak 10/27/2023

Reaching the peak Tune in for the latest from portfolio manager Arnout van Rijn. Currently, US yields have reached 5%. The earnings season is off to a promising start, with a significant number of companies exceeding expectations. Meanwhile, ‘safe havens’ as well as the VIX are charting year-to-date highs. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners /episode/index/show/06305fad-ce4e-4bc2-b1c9-81646707bef2/id/28440167

In tune with the markets

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