In tune with the markets

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 own...

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 rese...

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

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 guideline...

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

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

Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about alternative 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

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

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

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.

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.

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 r...

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

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

  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

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 copy...

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 reser...

Tune in for the latest from portfolio manager Arnout van Rijn: an upside-down world in which MANAMANA stocks seem to be considered defensive – while staples are not; politicians are in denial about long bond rates seeking to settle at higher levels; and that company that shows decent growth but whose stock price has deflated. Length without disclaimer: 14 minutes. This podcast features material by...

Arnout van Rijn discusses the all-time highs in Scandinavian stock markets, the Fed's 'higher for longer' message, and much more. Length without disclaimer: 14 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

A new episode of Robeco's bi-weekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn on Expected Returns, inflation in Japan, and finally some new IPOs on Wall Street.   Length without disclaimer: 14 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Tax it! A new episode op Robeco's bi-weekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn on China, central banks and tax policies in the US.   Length without disclaimer: 12 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

In our latest episode, Arnout discusses how markets are repositioning in line with Fed hawkishness and a US sovereign debt downgrade; he looks at economic and financial news out of China that points to a steadily weakening economy; warns about the risks of concentration in equity portfolios and talks about how investing in consumer health has taken a new turn, as drugs companies showcase the thera...

Arnout talks about China's policy thrust and local government debt woes, the state of the housing market, insights from the latest earnings reports, and some significant musical news from the past week. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Tune in to hear Arnout van Rijn explain his song choice of the week, in light of: More conciliatory language being used by Chinese and US leaders regarding trade and investment relations The continuing war on inflation, and liquidity tightening as a powerful policy tool Mixed news from e merging markets , but an overall positive story on valuation discounts and prospects The ongoing  tech rally an...

A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. In this episode, Arnout van Rijn discusses: Faltering confidence in the globalization model, and clear signs that countries and regions are pursuing independence. Part of the outflow of this is the fact that we're ensconced in a 'chip war', to be won by the smart and swift. And, despite a...