While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.

<description>&lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Calibri, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner. &lt;/span&gt;&lt;/p&gt;</description>

Robeco's Roman Boner & Jack Neele

Thematic investing – often a tale of two tides 

Quant equity investing has enjoyed the resurgence of value since late 2020. Meanwhile, the quest for innovation in capturing returns continues unabated. Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.

<description>&lt;p&gt;&lt;span class="ui-provider" style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Calibri, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;"&gt; &lt;span lang="en-NL" xml:lang="en-NL"&gt;Quant equity investing has enjoyed the resurgence of&lt;/span&gt;&lt;/span&gt; &lt;span class="ui-provider" style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Calibri, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;"&gt; &lt;span lang="EN-US" xml:lang="EN-US"&gt;v&lt;/span&gt;&lt;span lang="en-NL" xml:lang="en-NL"&gt;alue since late 2020. Meanwhile, the quest for innovation in capturing returns continues unabated. Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.&lt;/span&gt;&lt;/span&gt;&lt;/p&gt;</description>

Robeco's Harald Lore & Matthias Hanauer

Zoo-ming in and out of the factor zoo

<p style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin-bottom: 6pt;"> A new aspect of the evolution in sustainable investing is the emphasis on what is termed 'transition finance'. It is a broad concept – some argue it’s too broad – but there are strong views that the complex shift that we need to get our economies to net zero will depend on this form of capital. How are investors going about the process of transition investing?

<description>&lt;p style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin-bottom: 6pt;"&gt; &lt;span lang="en-NL" xml:lang="en-NL"&gt;A&lt;/span&gt; &lt;span lang="EN-US" xml:lang="EN-US"&gt;new&lt;/span&gt; &lt;span lang="en-NL" xml:lang= "en-NL"&gt;aspect of the evolution in sustainable investing is the emphasis on what is termed 'transition finance'.&lt;/span&gt; &lt;span lang= "EN-US" xml:lang="EN-US"&gt;It&lt;/span&gt; &lt;span lang="en-NL" xml:lang= "en-NL"&gt;is a broad concept – some argue it’s too broad – but there are strong views that the complex shift that we need to get our economies to net zero will depend on this form of capital.&lt;/span&gt; &lt;span lang="en-NL" xml:lang="en-NL"&gt;How are investors going about the process of transition investing&lt;/span&gt;&lt;span lang="EN-US" xml:lang="EN-US"&gt;?&lt;/span&gt;&lt;/p&gt;</description>

Robeco's Thu Ha Chow & Lucian Peppelenbos

All you need to know about ‘transition finance’

A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great entry point. But interest rates continue to rise for most of 2023 and flows into the asset class turned out to be surprisingly modest. Have we now reached a turning point?

<description>&lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Arial, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great entry point. But interest rates continue to rise for most of 2023 and flows into the asset class turned out to be surprisingly modest.&lt;/span&gt; &lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Arial, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; Have we now reached a turning point?&lt;/span&gt;&lt;/p&gt;</description>

Robeco's Evert Giesen and Colin Graham

Moving from cash to credits

<p style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin-bottom: 6pt;"> 2023 gave investors little reason to complain. Both global equities and bondsare likely to deliver positive returns and Goldilocks still reigns supreme. In this podcast, Colin Graham and Peter van der Welle discuss the cracks in the resilience of Western economies (and their consumers), a contrarian view on the soft-landing consensus, inflation, geopolitics … and Taylor Swift.

<description>&lt;p style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin-bottom: 6pt;"&gt; &lt;span lang="EN-US" style="font-size: 13pt; color: black;" xml:lang= "EN-US"&gt;2023 gave investors little reason to complain. Both global e&lt;/span&gt;&lt;span lang="en-NL" style="font-size: 13pt; color: black;" xml:lang="en-NL"&gt;quities and bonds&lt;/span&gt;&lt;span lang="EN-US" style= "font-size: 13pt; color: black;" xml:lang="EN-US"&gt;are likely to&lt;/span&gt; &lt;span lang="en-NL" style="font-size: 13pt; color: black;" xml:lang="en-NL"&gt;deliver positive returns and Goldilocks still reigns supreme.&lt;/span&gt; &lt;span lang="EN-US" style= "font-size: 13pt; color: black;" xml:lang="EN-US"&gt;In this podcast,&lt;/span&gt; &lt;span lang="en-NL" style= "font-size: 13pt; color: black;" xml:lang="en-NL"&gt;Colin Graham and Peter van der Welle discuss the cracks in the resilience of Western economies (and&lt;/span&gt; &lt;span lang="EN-US" style= "font-size: 13pt; color: black;" xml:lang="EN-US"&gt;their&lt;/span&gt; &lt;span lang="en-NL" style="font-size: 13pt; color: black;" xml:lang= "en-NL"&gt;consumers), a contrarian view on the soft&lt;/span&gt;&lt;span lang= "EN-US" style="font-size: 13pt; color: black;" xml:lang= "EN-US"&gt;-&lt;/span&gt;&lt;span lang="en-NL" style= "font-size: 13pt; color: black;" xml:lang="en-NL"&gt;landing consensus, inflation, geopolitics … and Taylor Swift.&lt;/span&gt;&lt;/p&gt;</description>

Robeco's Collin Graham and Peter van der Welle

A Swift but thorough look at 2024

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