The long, hot AI summer (part 1/3) – AI milestones
In the first podcast of our AI summer course, we trace AI’s journey from academic experiments to becoming a core driver of alpha in Robeco’s flagship quant strategies. This episode highlights key breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today
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25:20
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25:20
A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant?
With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of our series on quant investing, Harald Lohre discusses the human side of quant. Why, for example, is creativity important in such a data-driven and systematic field? What makes for good quant researchers at Robeco? Are they in fact all geniuses?
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7:58
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7:58
How resilient are long-term investment themes in turbulent times?
Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?
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27:59
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27:59
A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect?
What kind of performance can investors expect from Active Quant? In this episode we look at what contributes to the stability of Active Quant, what makes it flexible, and what we really mean when we say ‘systematic alpha capture’.
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6:00
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6:00
A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices?
How much risk are you comfortable with – and how should that affect your investment choices? In the ninth episode of this new series on quant investing, Jeroen Hagens unpacks how different levels of risk appetite influence the use of active quant strategies.
Ireland