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 therapeutic benefits of prescription obesity medication.

Length without disclaimer: 15 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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 emerging markets, but an overall positive story on valuation discounts and prospects
• The ongoing tech rally and the wall of worry

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 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 US yield curve that’s been inverted since last year’s independence day, that economy is still not in recession.
• And why he’s chosen an iconic song to describe these trends.

Length without disclaimer: 13 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

A new episode of Robeco’s biweekly 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. Length without disclaimer: 15 minutes.

 This podcast features material by fair use guidelines. All rights reserved to the copyright owners

A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest, this episode from our Head of Multi Asset Strategies Colin Graham. Length without disclaimer: 13 minutes

This podcast features material by fair use guidelines. All rights reserved to the copyright owners.

A new episode of Robeco’s biweekly 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. Length without disclaimer: 12 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners.

A new episode of Robeco’s biweekly 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.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners.