A Swift but thorough look at 2024

Robeco Asset Management Podcast
11/12/2023 28 min Temporada 5 Episodio 10
A Swift but thorough look at 2024

Listen "A Swift but thorough look at 2024"

Descargar episodio Ver en sitio original

Episode Synopsis

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.

More episodes of the podcast Robeco Asset Management Podcast

5-year Expected Returns – The Stale Renaissance 16/09/2025
The skeptical value investor 29/08/2025
The long, hot AI summer (part 3/3) – AI horizons 23/07/2025
The long, hot AI summer (part 2/3) – AI momentum 16/07/2025
The long, hot AI summer (part 1/3) – AI milestones 09/07/2025
A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant? 07/07/2025
How resilient are long-term investment themes in turbulent times? 27/06/2025
A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect? 23/06/2025
A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices? 10/06/2025
Quality in high yield has always delivered 28/05/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA