The first 100 days of Donald Trump’s return to the White House have been marked by sweeping change: executive actions, heightened trade tensions, and growing uncertainty seem to be the new normal. In this episode, we evaluate how these early policy moves by the new US administration are reshaping the global economic landscape, and what it all means for investors.
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34:42
Market Flash: The bond market can intimidate everyone
‘In times of turmoil you see where the crowded trades are’, says strategist Martin van Vliet. He explains what happened on the bond market that made Trump blink, and discusses where safe havens can be found when US Treasuries crumble.
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12:33
A random talk down Quant Street, Ep. 5/11 – What does AI mean for quant investing?
AI is everywhere – but what does it actually mean for quant investing? In the fifth episode of this new series on quant investing, we speak with Iman Honarvar, Senior Quant Researcher at Robeco, who shares how AI is used today. From scalable infrastructure to real-world applications, Iman reveals how Robeco has built a foundation to make AI truly work – while embracing the human creativity that still drives innovation forward.
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7:53
Market Flash – Sell the rally or buy the dip?
President Trump blinked and markets worldwide rally. Is this an opportunity to take risk off the table or are we back in ‘risk on territory’? China faces even higher tariffs, while the historically rock-solid safe-haven status of the US dollar starts to show some cracks.
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11:37
Market Flash: Is this a market spasm or a game-changer?
In this episode we cover five of the key questions clients have dropped with us over the past few days when Trump’s tariffs wreaked havoc on financial markets.
Ireland