Erika van der Merwe

African living in the Netherlands; learning, observing, encouraging. Wife, mother and introvert. (Opinions are my own).

[Erika van der Merwe @ErikavdMerwe]

Big Tech’s big AI spend is shaping investment portfolios. Spoke to @jackneele and @danielernstTMT about this, on Robeco’s latest podcast: https://t.co/roU7Tagy3K

[Erika van der Merwe @ErikavdMerwe]

💡Tech giants are (still) pouring massive budgets into AI, spurring a wave of activity across industries
💡Top players in cloud, chips and digital innovation are steering the AI conversation
💡Separating genuine progress from hype remains a challenge for those watching the space

[Maria Popova @themarginalian]

On Marie Curie's birthday, the wonderful letter of solidarity Einstein wrote to her when she (yes, even she) was besieged by haters https://t.co/TVqMTV8xf4

[Erika van der Merwe @ErikavdMerwe]

@TBInvestigation Praise God!

[Erika van der Merwe @ErikavdMerwe]

'When Equity Factors Drop Their Shorts' in audio form,
(or: how a non-quant made it onto the @MebFaber show ): https://t.co/0OiTcqfrs8

[Pim van Vliet @paradoxinvestor]

3 hour podcast ‘Best investment writing Volume 5’ starting with @camharvey and includes 12 minutes: When Equity Factors Drop Their Shorts https://t.co/oA1PcJLJYJ via @MebFaber

[Erika van der Merwe @ErikavdMerwe]

@WimBrons @Robeco @ArnoutVanRijn That's how we roll! Loved recording this episode of @Robeco's podcasts. Publication next week, in time for Christmas hols. #AsiaPacific #china #valueinvesting #investing

[Erika van der Merwe @ErikavdMerwe]

Thanks @Seattlecoffeeco and your beautiful staff in Harrismith. Still awesome after all these years. Feeling the love!

[Erika van der Merwe @ErikavdMerwe]

Looking forward to publishing this fascinating podcast with @Robeco's head of China Investments, Jie Lu. In the meantime, be sure to subscribe to Robeco's podcasts, on all major platforms.

[Erika van der Merwe @ErikavdMerwe]

@Scranston Sending you love, Stephen.

[Kyle Sockwell @kylesockwell]

Tatjana Schoenmaker realizing she just broke the World Record and won Olympic Gold is everything.

[Erika van der Merwe @ErikavdMerwe]

One of the better ways to spend one's Friday afternoon! Look out for this forthcoming #podcast from @Robeco, with guest Masja Zandbergen evaluating the asset management industry's progress in sustainable investing.

[Erika van der Merwe @ErikavdMerwe]

As economies reopen and supply-demand mismatches surface, central banks are facing the conundrum of when to taper their asset purchases. @Robeco's latest Central Bank Watcher has the analysis. https://t.co/wnwkjDh0He

[Erika van der Merwe @ErikavdMerwe]

@DeonGouws_Credo @davidshapiro61 @jackneele Well spotted, Deon!

[Erika van der Merwe @ErikavdMerwe]

@davidshapiro61 Glad to see you have @Robeco backing you, @davidshapiro61! And, more importantly, that you haven't lost your shorts! Will you be using these for running, too?
Love from the Netherlands 💙

[Erika van der Merwe @ErikavdMerwe]

There's no need to fear inflation. Well, not yet, anyway. Here's the latest @Robeco #podcast, in which our experts explain how powerful secular forces will restrain inflation. Their view on the inflation effect from the barrage of stimulus? It's temporary.
https://t.co/nGfKLlsT2T

[Bond Vigilantes @bondvigilantes]

Coffee? This has suddenly got real.

[Erika van der Merwe @ErikavdMerwe]

Amazing footage

[Andri Snær Magnason @AndriMagnason]

Slowly the fog cleared and you remember you are witnessing how our earth is constantly recreating itself. We got extremely close to the lava, the heat burning, worried that the phone might melt. Wind was good, volcanic gasses can kill so low lying areas should be avoided.

[Erika van der Merwe @ErikavdMerwe]

Questions about inflation and what it means for your credit and global macro investments? Tweet them in the reply and we'll ask the experts in our next podcast
#whatwillinflationdo
@jsblokland

[Erika van der Merwe @ErikavdMerwe]

'Here today, here tomorrow'. @Robeco looks at how megatrends shape equity performances, & what the future holds for food, clean energy and climate. Here are the live debates, informed discussions – and some exciting drone footage. https://t.co/8au3UhGjwm