In tune with the markets

Robeco

Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

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In tune with the markets

Episodes (55)

Feb 20th The beat goes on
Jan 23rd Pain and gain
Dec 12, 2025 El Classico

In tune with the markets

Feb 20, 2026
20¾ minutes
27 MB

It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run. Unitree demonstration Chinese New Year Gala video Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

In tune with the markets

The beat goes on

Robeco

00:00 -19:54