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
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