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In tune with the markets

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.

Podcast · By Robeco · English · Official site

Indexed episodes, last 90 days
1
Latest publication
Aug 21, 2026
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Aug 21, 2026
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Latest episodes

  1. Episode · Aug 21, 2026

    Banking crisis? What banking crisis? (opens the original)

    Episode notes · Neutral tone

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    The expectation had been that banks would enjoy the fruits of finally exiting zero interest rate policies. While that has been the case, the tremendous pace and extent to which rates have risen over the past year have highlighted some weaknesses in the system. In this context, what are investors' assessment of the banking sector? In our latest podcast, portfolio manager Patrick Lemmens and senior credit analyst Jan Willem Knoll give their views on the sector.

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