Erika van der Merwe

💡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

Big Tech’s big AI spend is shaping investment portfolios. Spoke to @jackneele and @danielernstTMT about this, on Robeco’s latest podcast: open.spotify.com/episode/0hpsYo…

On Marie Curie's birthday, the wonderful letter of solidarity Einstein wrote to her when she (yes, even she) was besieged by haters themarginalian.org/2016/04/19/ein…

@TBInvestigation Praise God!

Very happy to report that Michaelle Van Kleef has been located, and is safe. We are grateful to everyone who helped get the word out!!

An #EndangeredChildAlert has been issued for 19 y/o Michaelle Jo Lynn Van Kleef, missing from Mt Juliet since Oct 30. Michaelle is 5’3”, weighs 120, has brown hair and blue eyes. If you see her, or know where she is, please call Wilson Co Sheriff’s Office at 615-444-1412.

'When Equity Factors Drop Their Shorts' in audio form, (or: how a non-quant made it onto the @MebFaber show ): mebfaber.com/2021/11/12/biw…

@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

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

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.

@Scranston Sending you love, Stephen.

RIP Jacqui Cranston the love of my life and wife for 30 years. You always be my Klin.

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

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. robeco.com/en/insights/ce…

@DeonGouws_Credo @davidshapiro61 @jackneele Well spotted, Deon!

@davidshapiro61 Robeco featuring prominently... @ErikavdMerwe @jackneele 😉

Now I can eat and SLEEP the market. New briefs from my friend Rabbi David Masinter. Great present.

@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. robeco.com/en/insights/20…

Coffee? This has suddenly got real.

Amazing footage

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. robeco.com/en/events/robe…