Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats.

<description>&lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Aptos, 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; Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats.&lt;/span&gt;&lt;/p&gt;</description>

Robeco's Arnout van Rijn

Hit me, baby, one more time

In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.

<description>&lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Aptos, sans-serif; font-size: 18.666666px; 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; In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.&lt;/span&gt;&lt;/p&gt;</description>

Boom, bust & bugs

This week it's all about the mixed signals we see in the markets. Various asset classes seem to interpret them in different ways. Will tech stocks extend their rally? And what about the impact of the upcoming US elections? This and a lot more in a new episode of ‘In tune with the markets’ – this time with stock market veteran Arnout van Rijn and multi-asset investor Colin Graham trying to stay on top of the elephant in the room.   Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

<description>&lt;p&gt; &lt;/p&gt; &lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Aptos, 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; This week it's all about the mixed signals we see in the markets. Various asset classes seem to interpret them in different ways. Will tech stocks extend their rally? And what about the impact of the upcoming US elections? This and a lot more in a new episode of ‘In tune with the markets’ – this time with stock market veteran Arnout van Rijn and multi-asset investor Colin Graham trying to stay on top of the elephant in the room.&lt;/span&gt;&lt;/p&gt; &lt;p&gt; &lt;/p&gt; &lt;p&gt;&lt;span style="font-size: 12pt;"&gt;&lt;strong&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Times New Roman', serif; font-variant-caps: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; Length without disclaimer: 17 minutes.&lt;/span&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt; &lt;p style="text-align: center;"&gt;&lt;span style= "font-size: 12pt;"&gt;&lt;em&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; &lt;span lang="en-NL" xml:lang="en-NL"&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; This podcast features material by fair use guidelines. All rights reserved to the copyright owners&lt;/span&gt;&lt;/span&gt;&lt;/span&gt;&lt;/em&gt;&lt;/span&gt;&lt;/p&gt;</description>

Robeco's Arnout van Rijn and Colin Graham

The elephant in the room

This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the US.  Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn.   Length without disclaimer: 18 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

<description>&lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Aptos, 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; This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the US.  Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn.&lt;/span&gt;&lt;/p&gt; &lt;p&gt; &lt;/p&gt; &lt;p&gt;&lt;span style="font-size: 12pt;"&gt;&lt;strong&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Times New Roman', serif; font-variant-caps: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; Length without disclaimer: 18 minutes.&lt;/span&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt; &lt;p style="text-align: center;"&gt;&lt;span style= "font-size: 12pt;"&gt;&lt;em&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; &lt;span lang="en-NL" xml:lang="en-NL"&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; This podcast features material by fair use guidelines. All rights reserved to the copyright owners&lt;/span&gt;&lt;/span&gt;&lt;/span&gt;&lt;/em&gt;&lt;/span&gt;&lt;/p&gt;</description>

Carry on

This month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fuelling the market rally is worrying though. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

<description>&lt;p&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Segoe UI', sans-serif; font-size: 18.666666px; 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; This month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&amp;P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fuelling the market rally is worrying though.&lt;/span&gt;&lt;/p&gt; &lt;p&gt;&lt;span style="font-size: 12pt;"&gt;&lt;strong&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Times New Roman', serif; font-variant-caps: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; Length without disclaimer: 15 minutes.&lt;/span&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt; &lt;p style="text-align: center;"&gt;&lt;span style= "font-size: 12pt;"&gt;&lt;em&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; &lt;span lang="en-NL" xml:lang="en-NL"&gt;&lt;span style= "caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"&gt; This podcast features material by fair use guidelines. All rights reserved to the copyright owners&lt;/span&gt;&lt;/span&gt;&lt;/span&gt;&lt;/em&gt;&lt;/span&gt;&lt;/p&gt;</description>

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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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