Moment of truth

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 and why investors might end up wrong-footed in the year to come    Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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 on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tune in to our latest episode with a special musical guest.  Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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 to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.

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? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.

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 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