In tune with the markets

Author: Robeco

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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Language: en

Genres: Business, Business News, News

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The beat goes on
Episode 2
Friday, 20 February, 2026

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 markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run. Unitree demonstration Chinese New Year Gala video Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners