Boston Partners Insights Series

Tune into the Boston Partners Insights Series – going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

This edition features a conversation with Equity Analyst Volkan Gulen, who specializes in the Consumer Products, Business Services, Tobacco, Agriculture, and Media & Advertising industries at Boston Partners.  This discussion checks in on the state of the consumer at a complex time for the economy - high inflation, surging gas prices, rising interest rates and the potential for a recession on the horizon.  Listen to the podcast below.

Tune into the Boston Partners Insights Series – going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

This edition features a conversation with Equity Analyst Tim Collard, who specializes in the aerospace & defense, transportation, housing and automobile industries at Boston Partners.  This discussion focuses on all things supply chain and the pressures brought on by the pandemic, what companies are doing in response and what potentially lies ahead in the future. 

Tune in to the Boston Partners Insights Series, going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

This edition features a conversation with Equity Analyst Lawrence Chan, where we explore the dynamic industry of gaming. 

Portfolio Manager David Kim Discusses the Vital Role of Semiconductors

Tune in to the Boston Partners Insights Series, going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

This edition features a conversation with David Kim, Emerging Markets Portfolio Manager, about the world and innerworkings of semiconductors, their broad reach, and what we consider as an investor and active manager.

Important Disclosure Information: This podcast is provided for informational purposes only and should not be considered an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, June 22, 2021, and do not necessarily represent the views of Boston Partners or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Boston Partners disclaims any responsibility to update such views. Any forward-looking statements are not guarantees of future performance and actual results or developments may differ materially from those projected. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of Boston Partners. Please consult your tax or financial advisor for additional information concerning your specific situation. This video cannot be used for commercial purposes.

In this episode, Equity Analyst Aaron DeCoste examines the current landscape of energy. DeCoste analyzes how the pandemic has impacted oil, the resilience of demand, the role renewables will play in the coming decade and what the Biden administration may mean for the sector.

This podcast is provided for informational purposes only and should not be considered an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, March 25, 2021, and do not necessarily represent the views of Boston Partners or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Boston Partners disclaims any responsibility to update such views. Any forward-looking statements are not guarantees of future performance and actual results or developments may differ materially from those projected. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of Boston Partners. Please consult your tax or financial advisor for additional information concerning your specific situation. This podcast cannot be used for commercial purposes.

Healthcare Equities Analyst Andrew Hatem, CFA, discusses the current state of the coronavirus, the path to vaccinate, how the election results will impact the healthcare segment, and which companies are poised to benefit in the post-pandemic economy.

This podcast is provided for informational purposes only and should not be considered an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, December 16, 2020, and do not necessarily represent the views of Boston Partners or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Boston Partners disclaims any responsibility to update such views. Any forward-looking statements are not guarantees of future performance and actual results or developments may differ materially from those projected. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of Boston Partners. Please consult your tax or financial advisor for additional information concerning your specific situation. This podcast cannot be used for commercial purposes.

Fundamental analyst, Paul Donovan, CFA dives into the effects the coronavirus has had on the gaming, leisure, and lodging industries.                                 

This podcast is provided for informational purposes only and should not be considered an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, September 30, 2020, and do not necessarily represent the views of Boston Partners or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Boston Partners disclaims any responsibility to update such views. Any forward-looking statements are not guarantees of future performance and actual results or developments may differ materially from those projected. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of Boston Partners. Please consult your tax or financial advisor for additional information concerning your specific situation. This podcast cannot be used for commercial purposes.