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Robeco Asset Management Podcast

Robeco Asset Management Podcast

Written by: Robeco
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 This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.Robeco Economics Personal Finance
Episodes
  • EM to the core, Ep. 3/7 – The emerging markets consumer

    EM to the core, Ep. 3/7 – The emerging markets consumer
    May 5 2026

    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 spending patterns, and what sectors stand to benefit from this powerful, long‑term growth trend.
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    6 mins
  • EM to the core, Ep. 2/7 – Emerging markets' competitive edge

    EM to the core, Ep. 2/7 – Emerging markets' competitive edge
    Apr 21 2026

    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 semiconductors, AI hardware, autos and renewable energy – and what that means for investors.
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    6 mins
  • EM to the core, Ep.1/7 – Six tailwinds for emerging markets

    EM to the core, Ep.1/7 – Six tailwinds for emerging markets
    Apr 7 2026

    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 most significant.
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    6 mins
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