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Hosted by Robeco · 🇺🇸 US · EN · 60 episodes
Established thought leaders with verified media credentials.
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.
Robeco hosts In tune with the markets, a business show with 60 episodes published.
Inflation remains the headline act in global markets, but the heat doesn't stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging‑markets rally as
With a new Fed chairman settling in, markets may need to brace for choppier waters. But for now, optimism rules. AI is propelling equities higher, Korea is hitting fresh records, and Wall Street is holding firm — even ce
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 rat
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 unfaz
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.
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 ma
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
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 a
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
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
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? Mar
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.
Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacin
The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washington's big spending bill keeps the US deficit decisively dicey and Europe
It's the 'Trump Always Chickens Out' economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic gi
Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentime
A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly increase defense spending. Is this a watershed moment for financial mark
China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer some tradeable rallies opportunities. The so called 'Dogs of the Dow' a
The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to un
Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks mi
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In tune with the markets is hosted by Robeco. The show is categorised under business (news) and has published 60 episodes.
In tune with the markets has published 60 episodes.
In tune with the markets regularly covers business, news. It sits in the business category, with a news focus.
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