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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
  • Will listed property bounce back in 2026?

    Will listed property bounce back in 2026?
    Dec 18 2025

    Listed real estate continues to trade at a discount to the broader equity market, while dividend yields have been steady at attractive levels. Does the sector offer sufficient investor appeal over the coming years?
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    26 mins
  • Emerging markets are firing on all cylinders

    Emerging markets are firing on all cylinders
    Nov 27 2025

    Emerging market equities have comfortably outperformed developed markets over the year to date – for the first time in years. Is this the start of something bigger, or just a temporary catch-up? And what lessons are there in the tremendous performance dispersion within the emerging-market universe?
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    27 mins
  • Reports of the death of ESG investing are greatly exaggerated

    Reports of the death of ESG investing are greatly exaggerated
    Oct 10 2025

    There is talk of ESG fatigue – at least in some parts of the world – and concerns about how shareholder rights are evolving. There's also fresh thinking about the role of defense spending in sustainable portfolios. Tune in to our latest podcast episode where Carola van Lamoen and Rachel Whittaker discuss the state of sustainable investing.
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    28 mins
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