المحتوى المقدم من Robeco. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Robeco أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
DaQuane Cherry was once the kid who wore a hoodie to hide skin flare-ups in school. Now he’s an artist and advocate helping others feel seen. He reflects on his psoriasis journey, the power of small joys, and why loving yourself first isn’t a cliché—it’s essential. Plus, a deep dive into the history of La Roche-Posay’s legendary spring. See omnystudio.com/listener for privacy information.…
المحتوى المقدم من Robeco. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Robeco أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
المحتوى المقدم من Robeco. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Robeco أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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 replacing dividends. Tune in to enjoy the steel-panned summer vibes of our July episode.
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 ramps up defense spending.
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 given the underlying data. It reminds Van Rijn of the infamous ‘Wile-E Coyote’ phenomenon.…
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 sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the coming weeks? Listen in as Arnout van Rijn brings his insights. Length without disclaimer: 15 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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 markets? This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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’ are having a great start of the year, with European stock markets also in catch-up mode. Tune in now. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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 unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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 might be improving, at least from a contrarian perspective. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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…
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…
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…
This week it’s all about Europe for a change. Macron’s decision to call an early election impacts European bond markets. And Europe plays tough, announcing a new regime of tariff hikes for Chinese EVs, but China seems unimpressed so far. Tune in to hear more. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
This week it’s all about elections and electricity. Utilities may be making a comeback in investors’ books, partly driven by AI’s thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more. Length without disclaimer: 13 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.