This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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Robeco’s biweekly 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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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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Inside the strategy room: Shridatta Bhandwaldar on managing Canara Robeco's Multi-Billion equity portfolio
50:58
50:58
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Join us on this exclusive episode as we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, who oversees an impressive Rs 78,800 crore in assets across 12 diverse funds. Dive into Shridatta's journey from engineering to the forefront of financial markets, his critical learnings from the 2006 bull market and the 2008 …
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Can investors position their portfolios to prepare for a US election outcome?
24:52
24:52
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24:52
Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.By Robeco
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Growth investing requires patience, diligence and the right outlookBy Value Research
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Bulls are not always welcome news for savers and investorsBy Value Research
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Where to invest before election 2024 results?
9:13
9:13
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With the PM hinting at a booming market after his government's comeback to power, is now the time to invest or to wait for the results?By Value Research
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The shift from dollars to goldBy Value Research
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Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP’s latest bid, citing serious execution risk, it’s open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending. Length without disclaimer: 16 minutes. This podcast feature…
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Why are the markets jittery? What should you do?
12:59
12:59
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What is causing the market jitters and how should you manage your investments during volatile markets? Watch Investors' Hangout and find out.By Value Research
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Patience will always win over knee-jerk reactionsBy Value Research
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Exploring investment strategies with Charanjit Singh, Fund Manager, DSP Mutual Fund
42:26
42:26
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42:26
In this insightful episode, we sit down with Charanjit Singh, Fund Manager at DSP Mutual Fund, who oversees the DSP ELSS Tax Saver, DSP Equity Opportunities, and DSP T.I.G.E.R. Fund, with combined assets of approximately Rs 27,600 crore. Charanjit discusses his journey into the financial markets, unveils his investment philosophy, and provides an i…
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How to diversify your investment portfolio effectively
14:55
14:55
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How to maximise your returns with effective portfolio diversification? Watch Investors' Hangout and find out.By Value Research
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Jim Simon was a great investor, but one utterly unlike any otherBy Value Research
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Why doing less is better when it comes to investingBy Value Research
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Mastering the Market with Sailesh Raj Bhan of Nippon India Mutual Fund
33:58
33:58
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Join us in an enlightening conversation with Sailesh Raj Bhan, CIO of Equity Investments at Nippon India Mutual Fund, one of India's top fund houses. With a career spanning over 27 years in Indian equity markets and managing assets worth Rs 54,000 crore, Sailesh shares his unique insights on investment strategies and market growth. Dive deep into t…
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Top 5 investing mistakes and how to avoid them
16:55
16:55
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What are the five grave investing mistakes that can derail even seasoned investors? Watch Investors' Hangout and find out.By Dhirendra Kumar
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Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast. Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyri…
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Slick and manipulative advertising cannot whitewash the reality of cryptoBy Value Research
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Exploring Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs)
6:59
6:59
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Dive deep into the world of real estate and infrastructure investments with our latest podcast episode on REITs, SME REITs, and InvITs. Whether you're a seasoned investor or new to the scene, this episode will clarify what these trusts are, how they function, and their benefits. Join us as we unravel the complexities of these investment vehicles to…
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The art of stock selection through systematic exclusionBy Value Research
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Exclusive chat with Harsha Upadhyaya, CIO Equity, Kotak Mahindra AMC
22:03
22:03
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Among the various schemes that Harsha Upadhyaya, Chief Investment Officer - Equity at Kotak Mahindra Asset Management Company, manages, Kotak Flexicap Fund has assets of over Rs 44,500 crore, the third highest in the flexi-cap category.By Value Research
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Good times in the equity markets are not a great learning ground for the bad times that inevitably followBy Value Research
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Aggressive Hybrids, BAFs, or MAFs? Which hybrid fund is the best fit for your portfolio now? Watch Investors' Hangout and find out.By Dhirendra Kumar
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For anchored investing with steady performersBy Value Research
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What is Mahila Samman Savings Certificate? Should you invest in it?
2:29
2:29
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With a tenure of just two years, the Mahila Samman Savings Certificate has the lowest tenure among all the small saving schemes. The other options with such a tenure are only a bank fixed deposit or a two-year-time deposit with the post office (POTD 2 year). Listen in and learn more about Mahila Samman Bachat Patra.…
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Exclusive chat with Shreyash Devalkar, Head of Equity at Axis AMC
43:18
43:18
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43:18
In this interview, listen to Shreyash Devalkar discuss his journey into finance, investment mantra, strategies for managing the funds and much more.By Value Research
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Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s all about the one-million-dollar question: is the bull market running out of steam? Reported earnings will be a key factor and so far, the sun is still out. Length without disclaimer: 15 minutes. This…
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5 must-dos to sharpen your portfolio now!
16:44
16:44
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Watch this Investors' Hangout and learn how to sharpen your portfolio.By Value Research
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Staying one step ahead of increasingly sophisticated scamstersBy Value Research
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What is the Public Provident Fund? Should you invest in it?
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The Public Provident Fund is a long-term savings instrument established by the Central Government, which offers tax benefits on savings and withdrawals after the lock-in period. But should you invest in PPF, or are better alternatives available? Listen in and decide for yourself!By Value Research
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Where 'Know Your Customer' actually means 'Kick Your Customer'By Value Research
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Exclusive chat with Ihab Dalwai, Fund Manager at ICICI Prudential Mutual Fund
32:28
32:28
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32:28
In this exclusive interview, listen to Ihab Dalwai share insights into his distinctive investment style, the management of key mutual fund schemes at the fund house, and much more.By Value Research
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Thematic investing – often a tale of two tides
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30:07
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While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.By Robeco
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How to retire peacefully: Your questions, our answers
26:17
26:17
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All your queries on investing in retirement answered in this Investors' Hangout!By Value Research
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How understanding empowers you to control your financial futureBy Value Research
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Want to invest in gold? At Value Research, we believe Sovereign Gold Bonds (SGBs) are the ideal choice. Listen in to this explainer to understand all about SGBs.By Value Research
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The derivative trading frenzy fuels a quick journey from IPO to delistingBy Value Research
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In conversation with Venugopal Manghat, CIO (Equity), HSBC Mutual Fund
23:27
23:27
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Venugopal Manghat has been in the financial market for over 28 years. In this interview, listen to him talk about the early days of his career, navigating the dynamic landscape of the financial industry, and his current role of overseeing the equity investing division at the fund house.By Value Research
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Why politics and markets go hand-in-handBy Value Research
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic brand struggling, and the seasonal effect on markets: will it be May-hem? Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyrig…
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Watch Investors' Hangout to learn where and how to invest to ensure a comfortable retirement lifestyle.By Value Research
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Unintended consequences of mindless rules-based investingBy Value Research
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Do you know how Direct Mutual Fund plans differ from Regular Mutual Fund plans? Do you know where to invest to earn slightly higher returns? Listen in to figure it out.By Value Research
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…and make lots of moneyBy Value Research
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In conversation with Resham Jain, Fund Manager, DSP Mutual Fund
37:05
37:05
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The mid and small-cap stocks have been in the limelight this year. We spoke with Resham Jain, fund manager at DSP Mutual Fund, who co-manages DSP Midcap Fund and DSP Small Cap Fund. Listen to him share his stock-picking strategy and much more.By Value Research
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Money Masters: Exclusive chat with Saurabh Mukherjea, CIO, Marcellus Investment Managers
1:25:11
1:25:11
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Saurabh Mukherjea is the Chief Investment Officer and one of the founders of Marcellus Investment Managers, a portfolio management outfit. He has authored several books, including 'The Unusual Billionaires', 'Coffee Can Investing' and 'Diamonds in the Dust.' Listen to this interesting conversation, in which Saurabh shares the details about his stoc…
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Learn how to estimate your retirement expenses, set realistic goals, and choose the right mix of assets for your portfolio.By Value Research
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Kahneman's death reminds us that understanding the psychology of our own decision-making is key to success in the marketsBy Value Research
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Should you invest in the National Savings Certificate?
1:59
1:59
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Investing in the National Savings Certificate scheme gets you a sovereign guarantee, assured returns, and tax benefits. To understand NSC better, listen in.By Value Research
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The perils of information overload in investingBy Value Research
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Derivatives trading continues to lure and destroy retail investorsBy Value Research
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