In tune with the markets

Hosted by Robeco

Business News

Website RSS feed

Episodes

Latest episode

May 2026

Language

About the show

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.

Listen to episodes

58 recent

May 15, 2026Episode 520 min

Pop

In a market where AI now outweighs geopolitics, even tensions in Iran barely register. The earnings season has been a blockbuster, with the Korean market shooting the lights out. Despite expectations of no further US rate cuts, investors seem unfazed, and semiconductors continue to lead the charge. Companies across the AI supply chain dominate market performance, while traditionally 'safer' sectors such as consumer staples and healthcare are severely lagging behind. Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

April 17, 2026Episode 414 min

To the Moon

Despite persistent unrest in the Middle East and elevated oil prices stoking inflation concerns, equity investors continue to buy the dips, leaving traditional safe havens in short supply. Equity markets may appear unfazed, but credit markets are signalling that the story isn't finished yet. Length without disclaimer: 14 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

March 20, 2026Episode 318 min

How soon is now?

Market turbulency remains, and where the US dollar acts as a safe haven, gold clearly doesn't this time around. Central banks sit on the fence, hoping the inflation increase caused by the war in Iran will be transitory. Oversold stocks recover, while overbought stocks take a punch on the chin. Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

February 20, 2026Episode 219 min

The beat goes on

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

January 23, 2026Episode 119 min

Pain and gain

The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil. Gold has clearly entered bubble territory. The share of weak hands in the market is increasing, which means we are now in a volatile bull market, says Arnout van Rijn. Tune in to our latest podcast episode. Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

December 12, 2025Episode 1217 min

El Classico

Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

November 21, 2025Episode 1117 min

In the dark

With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tune in to our latest episode with a special musical guest. Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

October 17, 2025Episode 1020 min

Gold fever strikes again

Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.

September 19, 2025Episode 919 min

Nervous dancer

Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.

August 22, 2025Episode 817 min

Gambling with governance

In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.