Robeco global chief investment officer Anton Eser believes AI is the most significant transformation in asset management since passive investing took hold – and that the winners and losers will be determined within the next six to twelve months.
Speaking on the final episode of the inaugural Investment Magazine CIO Series, Eser argued that what separates the winners won’t be productivity gains from automating research reports, but rather the firms that fundamentally rethink the relationship between human and machine across their entire investment workflow.
Eser discussed how dispersion in equity markets is creating the best backdrop for active management in a generation, why emerging markets have become a genuine opportunity, and the underappreciated risk that keeps him up at night. He also highlights the evolving role of sustainable investing and the strength that comes from combining deep quantitative and fundamental expertise.
In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers from Australia’s leading asset owners.
2 July 2026 10:42
Podcasts
In Episode five of the Pension Policy Series, Allianz Retire+ chief executive David Kane joins Conexus Financial acting co-chief executive and editor-in-chief Aleks Vickovich to assess the commercial landscape for retirement income solutions across super and advice. Retirement remains only a small part of Australia's $4.5 trillion superannuation pool. Kane says funds have been slow to implement the Retirement Income Covenant, and many responses to date have been cut-and-paste. Funds have built strong accumulation capability over more than three decades, but they lack the balance sheets to guarantee retirement income, raising the prospect that without the right solutions, members may be left carrying longevity risk themselves.
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