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
💡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
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
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
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.
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.
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
@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 💙
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
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.
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
'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