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Robeco Asset Management Podcast

by Robeco

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Latest episodes

5-year Expected Returns – The Great Rewiring

September 22, 2026 · 28 min

The forces shaping the next five years may look very different from those of the recent past. The drive for greater resilience and the rise of AI are reshaping and rewiring supply chains, investment – and work itself. Robeco's annual…
Emerging markets, concentration risk and the evolution of quantitative investing

July 2, 2026 · 27 min

Emerging markets are often viewed through the lens of geopolitics, growth and valuations. But for quantitative investors, another question matters just as much: how do systematic models need to evolve as markets change? In this episode, we…
EM to the core, Ep. 7/7 – Emerging markets debt dynamics

June 30, 2026 · 6 min

Investors in EM equities may worry they're doubling up by investing in EM debt. That isn't the case though with EM bonds drawing on sovereign credit cycles and local currency dynamics that move independently from equities. The foundation…
EM to the core, Ep. 6/7 – Performance dispersion and the alpha opportunity

June 16, 2026 · 6 min

Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set for true active managers to compound value.
EM to the core, Ep. 5/7 – Finding balance with EM equities

June 2, 2026 · 6 min

The rotation into emerging markets is embryonic, with global investor portfolios still over-exposed to US assets. Realigning investments to better reflect the engines of global economic growth will take decades, not months and this trend…

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Don't play the market, but focus on fundamentals and valuations

May 22, 2026 · 30 min

Stock markets have been dominated by the energy and AI themes, centered around a tech-dominated US market that some feel is over-priced. In the latest episode of our podcast series with Robeco's investors, Chris Hart, Portfolio Manager of…
EM to the core, Ep. 4/7 – Emerging markets in a multi-polar world

May 19, 2026 · 6 min

Framing around emerging markets has typically focused on risk, but long‑term investors see mispriced opportunity. In this 'EM to the core' episode, portfolio manager Daniela da Costa shares how she looks through the geopolitical noise to…
EM to the core, Ep. 3/7 – The emerging markets consumer

May 5, 2026 · 6 min

In episode 3 we focus on a key structural force: the emerging markets consumer. Karnail Sangha of Robeco's Emerging Markets Equity team discusses who these consumers are, how rising incomes and digital inclusion are transforming their…
EM to the core, Ep. 2/7 – Emerging markets' competitive edge

April 21, 2026 · 6 min

Emerging markets are now leading innovation in strategic sectors. In our new 'EM to the core' episode, Robeco's Jaap van der Hart explains how countries like China, Korea, Taiwan and India have become key to the supply chains in…
EM to the core, Ep.1/7 – Six tailwinds for emerging markets

April 7, 2026 · 6 min

In the first episode of our new podcast series, portfolio manager Wim-Hein Pals discusses six factors that support the case for emerging markets equities. The relative discount of around 30% compared to developed markets is probably the…
The curious case of Fama-French: where does alpha come from?

March 31, 2026 · 23 min

Factor investing was built on powerful academic foundations, but its real-world results have become harder to ignore. While many traditional factor approaches have disappointed, some quant strategies have continued to outperform across…
Market Flash: Investors are feeling the heat

March 3, 2026 · 11 min

Markets are selling off and this does not feel like a 'buy the dip' moment. Asian markets are taking a blow after the Strait of Hormuz was effectively closed, while Europe is hit harder than the US. Profit taking even hurts traditional…