Podcasts from RBC Global Asset Management: Recent Episodes
RBC Global Asset Management (RBC GAM)
Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest economic and labour market data. (Recorded: September 6, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/signaling-a-soft-landing/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why it’s important for investors to recognize the “ripple effects” that come with investing in particular stocks or sectors, and how doing so can help capture potential opportunities in the market. (Recorded: September 5, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ripples-of-opportunity/detail/.
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China’s post-pandemic economic recovery has stalled. Retail sales have weakened, international trade is in a free-fall and housing problems continue to mount. How will these headwinds impact growth in the short and long term? What steps are policymakers taken to help revive activity? This episode, Chief Economist Eric Lascelles, weighs in on the path ahead for China’s economy. (Recorded: August 31, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-chinas-economy/detail/.
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Will the economy continue to slow? How will this impact the outlook for earnings growth? This episode, Stu Kedwell, Co-Head of North American Equities, returns to discuss the recent events in markets, and the key investment themes investors can keep top-of-mind as we enter the fall. (Recorded: August 30, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/change-of-seasons-change-in-markets/detail/.
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This episode, Chief Economist Eric Lascelles breaks down the latest Canadian and U.S. jobs market numbers and what they indicate for the broader economy. Eric also discusses the impact of falling inflation on wage pressures, and whether the era of interest rate increases is finally ending. (Recorded: August 4, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/running-through-the-latest-in-labour-markets/detail/.
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Will Canada’s energy transition help or hurt its economy and stock market? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, catches us up on the latest in Canadian equities and the outlook for the energy sector in this period of change. (Recorded: August 1, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadas-energy-transition-headwind-or-opportunity/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the challenges of balancing risk and reward for long-term investors in the short-term “nomads land” of today’s markets. Stu also explains how sentiment can play a significant role in the decision-making process, and why understanding these dynamics can help investors make informed choices. (Recorded: July 27, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weighing-market-sentiment-and-balancing-risk-and-reward/detail/.
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This episode, Dagmara Fijalkowski, Head of Global Fixed Income & Currencies, provides an update on bond markets, shares her outlook for inflation and the timing of a terminal rate, and explains tactical changes she’s made in her portfolios as a response to the current environment. Dagmara also examines the effects of U.S. dollar weakness on global currencies. (Recorded: July 21, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-going-on-in-bonds/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, catches us up on how markets have been performing so far this summer. Stu also shines a light on some reasons for optimism and how investors can capitalize on them with an effective dollar cost averaging strategy. (Recorded: July 20, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/optimizing-market-opportunities-embracing-long-term-success-with-dollar-cost-averaging/detail/.
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Canada’s unemployment rate rose in June, despite a significant increase in the number of jobs. What impact will this mixed data have on the Bank of Canada as it gives its latest decision on interest rates? This episode, Chief Economist Eric Lascelles discusses what’s new in Canada’s jobs market and weighs in on if recession is finally here. (Recorded: July 10, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-report-labour-market-softens-but-not-yet-weak/detail/.
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This episode, Melanie Adams, Vice President and Head, Responsible Investment, discusses the latest news and trends in the ESG space, including a higher focus on regulatory requirements, as well as the growing anti-ESG sentiment in the U.S. Melanie also explains the tools and metrics her team uses to assess risks to provide companies with transparent, meaningful reporting. (Recorded: June 30, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-shifting-narratives-around-esg-impacting-investors/detail/.
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This episode is all about balance sheets. Stu Kedwell, Co-Head of North American Equities, gives a detailed breakdown of how businesses can structure their balance sheets to ensure they are properly positioned for higher interest rates and a slowing economy. (Recorded: June 28, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/balance-sheets-101/detail/.
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This episode, Dave catches up with Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, for an overview of the technology sector and how these stocks have been performing this year. Marcello then dives into artificial intelligence and how it’s transforming the ways in which companies do business and how investors can capture this trend in their portfolios. (Recorded: June 29, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-and-machine-learning-what-they-mean-for-the-future-of-tech-stocks/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, provides some soundbites he shared with advisors during a recent conference. Stu explains why bullish sentiment is on the rise, despite some concerning economic signals, and discusses his thoughts on early cycle stocks that could be poised for growth. (Recorded: June 21, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-optimism-and-near-term-challenges-in-the-broader-market/detail/.
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This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is thinking through near-term challenges in markets and how her portfolios are positioned in response to the current environment. Sarah also reminds investors about the importance of staying disciplined through the highs and lows of markets. (Recorded: June 14, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/keeping-your-focus-intact-during-market-uncertainty/detail/.
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After sharing recent sports updates, Dave and Stu Kedwell, Co-Head of North American Equities, discuss chasing rallies in the market. Later, Stu reveals why he’s focused on the duration of inflation rates. (Recorded: June 13, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/sharing-nuggets-about-rallies-and-inflation/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, unpacks the mixed signals markets have been sending recently. Stu also explains how analyzing market breadth indicators can help to reveal areas of strength or weakness in a particular index. (Recorded: June 7, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/determining-market-strength-amid-mixed-signals/detail/.
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This episode, Michael Kitt, Head, Private Markets and Real Estate Equity Investments, provides an overview of private markets, and shares how investors can find opportunities for portfolio diversification within the asset class. Michael also shares his outlook on the future of commercial real estate post-pandemic. (Recorded: June 5, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-evolution-of-private-markets/detail/.
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The labour market is looking healthy, but anticipation for recession remains. This episode, Chief Economist Eric Lascelles, discusses the latest job market data and what it means for the economy. Eric also talks about signs that the Canadian housing market is recovering. (Recorded: June 2, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/resilient-labour-market-continues-to-wait-for-recession-signal-/detail/.
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This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the current state of the Canadian equity market. Scott chats about how a slowing economy weighs more heavily on cyclical sectors like commodities and financials in the near term, but also how these sectors could be well positioned to bounce back over the long term. (Recorded: May 24, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-canadian-equity-markets-holding-up-against-a-slowing-economy/detail/.
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Chief Economist Eric Lascelles discusses lending conditions as an indicator for a recession before sharing insights around small and mid-sized U.S. banks. (Recorded: May 9, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lending-conditions-and-bank-liquidity-in-us-economy/detail/.
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After sharing Italian travel stories, Stu Kedwell, Co-Head of North American Equities, discusses how his team is improving the odds of an overall portfolio over the long-term. (Recorded: May 9, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-a-negative-into-a-positive-with-a-long-term-view/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, provides his views on earnings season so far, the challenges companies may face in the second half of the year, and what it all means for investors. (Recorded: April 26, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-season-so-far-and-the-outlook-ahead/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses U.S. bank earnings last quarter, and how banks and corporate real estate lending could be affected by hybrid return-to-work models. (Recorded: April 18, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bank-earnings-and-the-future-of-corporate-real-estate/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the latest inflation report out of the U.S., what it means for the future of interest rates, and how the yield curve is affected. Stu also reviews Canadian dividend stocks, and why they can be an attractive investment option for today’s market environment. (Recorded: April 12, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dividend-investing-in-a-time-of-inflation-and-changing-interest-rates/detail/.
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This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, offers her perspective on the state of today’s markets, interest rate policies, and recession. She also provides her thoughts on how she is adjusting her asset mix to reflect these evolving scenarios. (Recorded: March 31, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-a-multi-asset-portfolio-amid-heightened-uncertainty/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, talks about some of the tools that central banks can use to help stabilize the market during downturns. Stu also explains why current market conditions are a perfect example of why it’s important for investors to prepare their portfolios for a variety of scenarios. (Recorded: March 31, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-central-banks-can-combat-market-turbulence/detail/.
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This episode, Chief Economist Eric Lascelles recaps the recent fallout in the international banking sector, and if intervention by central banks could have long-term impacts. Eric also provides an update on stubborn inflation and compares the current recessionary climate to that of 2007-2009. (Recorded: March 31, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-banking-sector-fallout-inflation-stand-off-and-recession-watch/detail/.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses how markets and central banks around the world are responding to the Credit Suisse takeover, and what it could mean for the financial sector as a whole. Stu also shares strategies for investors to manage through unexpected market events.https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-to-credit-suisse-takeover/detail.
What caused the implosion of Silicon Valley Bank? What’s at stake for markets, businesses, and investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the current situation.https://www.rbcgam.com/en/ca/insights/podcasts/silicon-valley-bank-collapse-what-happened-and-why-it-matters/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, discusses his views on the current market landscape and how investors can navigate this period. He notes that short-term changes in markets, while notable in the present, may not ultimately impact the long-term intentions to resolve them. Stu also talks about the waiting game of monetary policy changes, and what to expect when we begin to see their impact.https://www.rbcgam.com/en/ca/insights/podcasts/when-markets-shift-dont-rewrite-the-script/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, dives into the earnings results from Canadian banks, what they reflect for the broader economy, and whether they will signal further action on interest rates from central banks. https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-and-the-outlook-for-interest/detail.
This episode, Chief Economist Eric Lascelles discusses the latest economic data from the U.S., focusing on how strong labour market and consumer spending data may impact interest rate decisions by the Federal Reserve. (Recorded: February 24, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-economy-continues-to-defy-the-odds-will-canada-follow/detail.
Market sentiment has been largely focused on two questions: how fast will inflation decline from here, and how will earnings hold up in a slowing economy? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the factors at play in the current market, and how investors can tilt the odds in their favour by investing regularly and dollar-cost averaging. (Recorded: February 23, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-the-long-term-with-dollar-cost-averaging/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, discusses how to make sense of current market conditions, and why a dollar-cost averaging strategy can help minimize the impact of short-term volatility and help investors maintain long-term focus. (Recorded: February 16, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-a-dollar-cost-averaging-strategy-in-unpredictable-markets/detail.
This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how statistics can be used to help make educated guesses on future trends in the Canadian stock market. Scott also weighs in on the factors that are shaping commodity markets in Canada, and whether a weaker U.S. dollar will impact the loonie. (Recorded: February 8, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-commodities-and-the-canadian-market/detail.
January’s U.S. jobs report soared above expectations, with the lowest unemployment rate in over 50 years. Yet, stocks fell last Friday in response to the news. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market reaction to these positive employment numbers, and if this will change the direction of interest rates. Stu also talks about earnings reports so far this quarter, and what it says about these broader economic themes at play. (Recorded: February 6, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-after-strong-us-jobs-report/detail.
This episode, Chief Economist Eric Lascelles discusses why the U.S. job market is still so strong, despite recession warning signs elsewhere in the economy. Eric also weighs in on other topics, including the Federal Reserve’s latest interest rate hike, and the outlook for the Canadian economy. (Recorded: February 3, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-labour-market-holds-steady-despite-recession-risk/detail.
Cryptocurrencies have enjoyed a great start to the year. What’s causing this rally? Can it last? This episode, Karim Hamasni, Director, Crypto Asset Innovation, breaks down what’s going on in the crypto market today, and some of the key drivers that are propelling this movement. Karim also discusses key longer-term themes and potential risks for the asset class, including reforms to current regulation. (Recorded: January 27, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-will-the-crypto-market-look-like-in-2023/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, provides a brief overview of scenario analysis to explain how he anticipates companies to perform under various market and economic conditions. (Recorded: January 17, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pricing-in-different-market-scenarios/detail.
This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios – particularly around fixed income – coming out of the turbulence of 2022. Sarah also reflects on the tactical asset changes she’s made to her portfolios in response, and revisits her ten basic truths of investing for 2023. (Recorded: January 16, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-value-of-active-management-whats-next-for-2023/detail.
This episode, Chief Economist Eric Lascelles weighs in on the mixed macroeconomic outlook for the year ahead. Eric discusses the latest employment data, recession timing, whether interest rates will peak, and what it will take to revive the Canadian housing market. (Recorded: January 13, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-is-the-economy-headed-in-2023/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, reflects on the last few weeks of market headlines in 2022. Stu also shares what he is thinking about for portfolios in 2023, including the possible opportunities for Canadian investors amid a slower U.S. dollar. (Recorded: January 10, 2023)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/north-american-equities-looking-back-and-looking-ahead/detail.
Core inflation in the U.S. continues to turn lower. How are markets responding? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how investors can navigate this changing economic landscape and the importance of consistent and disciplined investment process. Stu also highlights how dividend stocks have held up in the inflationary environment and what’s ahead as the landscape shifts. (Recorded: December 13, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-markets-reacting-to-turning-inflation/detail.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-behind-the-oil-slowdown/detail.
This episode, Stu Kedwell, Head of North American Equities, takes a look at year-end earnings from Canadian banks, and what these results could signal for the broader economy. (Recorded: December 6, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks-dec6/detail.
What does a potentially slower pace of rate hikes mean for markets? This episode, Stu Kedwell, Co-Head of North American Equities, unpacks the latest news from the U.S. Federal Reserve and the forecast for earnings amid economic uncertainty. (Recorded: November 30, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-fed-slows-hikes-earnings-and-recession-watch/detail.
Despite signs of weakness elsewhere in the economy, job numbers have been quite resilient over the last few months. How long can the labour market hold out?(Recorded: December 2, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/labour-market-resilience-amid-looming-recession/detail.
This episode, Sarah Riopelle, Vice President amp; Senior Portfolio Manager, Investment Solutions, discusses the current investment environment, and what investors could expect in 2023 amid elevated recession risk. (Recorded: November 25, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/aligning-portfolio-management-in-a-softening-economy/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, dives into the math behind the saying “buy fear, sell cheer,” and analyzes the changing dynamics between equity and fixed income returns in today’s investing landscape.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/calculating-the-hidden-opportunities-in-fixed-income/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, discusses the age-old concept of “buying low and selling high”, and its potential long-term value for investors as they navigate today’s market risks.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/putting-money-to-work-during-down-markets/detail.
This episode, Karim Hamasni, Director, Crypto Asset Innovation, discusses the rise and sudden fall of Futures Exchange (FTX), once one of the largest crypto-trading companies in the world, and the potential implications facing the already-challenged cryptocurrency industry.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-does-ftxs-collapse-mean-for-crypto/detail.
This episode, Stu Kedwell, Co-head of North American Equities, looks at the mixed messages following the U.S. Federal Reserve’s latest interest rate decision, and what it means for the future of rate hikes. Stu also examines two contrasting market stories, with a recent bounce back in equities and ongoing challenges for bonds.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-the-fed-shifting-gears/detail.
This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on the mixed performance of the Canadian market this year, and what’s ahead in light of a slowing economy and growing recession risk. (Recorded: October 21, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-outlook-for-the-canadian-equity-and-housing-markets/detail.
This episode, Stu Kedwell, Co-Head of North American Equities, talks about the latest moves in equity markets, the downward trend in bonds, and why time in the market is key to a long-term investment plan for when markets eventually bounce back. (Recorded: October 25, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/interpreting-the-latest-stock-and-bond-market-moves/detail.
This episode, Karim Hamasni, Director, Crypto Asset Innovation, joins Dave for an in-depth look into the world of cryptocurrencies, from blockchain to Bitcoin. Karim discusses the different types of cryptocurrencies, how they work, and how they are transforming today’s traditional money systems.(Recorded: October 21, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-about-cryptocurrencies/detail.
Equity markets are enjoying a bounce-back recently, following a rough couple of weeks. The big question for investors is: will the rally continue? This episode, Stu Kedwell, Co-Head of North American Equities, discusses what’s behind the market shift and where they could go next, as earnings season gets underway.
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In this episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the importance of maintaining a long-term perspective when it comes to investing. He also provides an update on the Canadian housing market, touching on supply and demand dynamics as well as the impact of rising interest rates on affordability.
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Chief Economist Eric Lascelles makes sense of the latest jobs reports from the U.S. and Canada, and what they signal for the broader economic picture. Eric also discusses the UK’s mounting economic challenges, and other key geopolitical risks, including the National Congress of the Communist Party of China later this month.
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This episode, David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave from London to discuss the recent financial and economic challenges in the UK, including extraordinary weakness in the pound following news of the British government’s proposed tax cuts. David also talks about the problems facing UK pension funds, the outlook on high inflation, and what this uncertainty could mean for the global economy.
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This episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss tell-tale signs that markets have reached their bottom, and where we currently stand. Stu also discusses the implications of the U.S. dollar strengthening against other currencies, and shares some insight into the role dollar cost averaging plays at this time.
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This episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the market reaction after the Federal Reserve raised interest rates by another 75 basis points last Wednesday. Stu also looks at the latest Consumer Price Index reading, and shares some insight into what management teams are thinking about as they map the current environment.
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Stock markets fell last Tuesday, following the latest U.S. inflation reports. Despite signs that the main drivers of inflation have finally turned, secondary forces are now at play.
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This episode, Chief Economist Eric Lascelles takes a look at what’s on his economic radar this week. Eric starts with the latest jobs reports out of the U.S., and then discusses inflation is finally peaking, aggressive moves from the Fed and other central banks, and the impact of China’s zero-tolerance COVID-19 policy on the global economy. (Recorded September 6, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-inflation-has-peaked-us-labour-market-resilience-hawkish-central-banks/detail.
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Last week, markets tumbled following the U.S. Federal Reserve’s warning that ‘some pain’ can be expected in its fight against inflation. How long will it be until we see the effects of tighter monetary policy on the economy and on earnings? How did Canadian bank earnings perform last quarter amid these tightening conditions? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the latest in today’s markets. (Recorded August 31, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-canadian-bank-earnings-the-feds-tough-talk-on-inflation/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why we’ve yet to see a significant drop in companies’ earnings, despite a slowing economy, aggressive central bank hikes and other sources of volatility in markets. Stu also weighs on why the central inflation question is no longer whether it’s peaked, but rather what the path of descent will look like from here. (Recorded August 23, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-will-market-risks-catch-up-to-corporate-earnings/detail.
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Investors had anticipated weak second-quarter earnings amid slowing economic growth and ongoing monetary tightening. But results were better than expected, and stocks have rebounded. This episode, Stu Kedwell, Co-Head of North American Equities, explains why markets are rallying, and how portfolio managers adjust to these changing attitudes. (Recorded August 11, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reviewing-the-rally-earnings-expectations-versus-recent-report/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, provides some takeaways for investors as second-quarter earnings season rolls on. Stu also discusses the market reaction to the Fed’s latest aggressive interest rate hike as economic momentum slows down, and what the passing of the CHIPS Act could mean for the U.S. economy. (Recorded August 2, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-earnings-season-is-shaping-up-so-far/detail.
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Despite ongoing interest rate raises from many central banks, markets have rallied in recent weeks. How long will this rebound last? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the outlook for the stock market in an ever-changing landscape. Stu also looks at how all of this market activity and broader signs of an economic slowdown factor into companies’ earnings and valuations. (Recorded July 26, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/are-stocks-setting-up-for-a-sustainable-run/detail.
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Markets in Canada have experienced a significant change in performance over the last year. How does this change the outlook for the future? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the causes of volatility in Canadian equities. Scott also explores the downturn in commodities, and whether Canadian investors can expect some stability ahead for these stocks. (Recorded July 22, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-going-on-with-canadian-markets/detail.
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Has high inflation finally reached a peak? What does the Bank of Canada’s largest interest rate increase in over 20 years mean for Canadians? Are we headed into a recession? This episode, Chief Economist Eric Lascelles weighs in on these and other top economic stories making headlines today. (Recorded July 14, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-peaking-inflation-bank-of-canadas-latest-rate-hike-recession/detail.
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Central banks are aggressively raising rates to rein in inflation, bringing the risk of recession higher. What might be the impact on financial markets? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, shares how she is positioning portfolios during this period of persistent volatility. (Recorded July 6, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-inflation-and-investing-challenges/detail.
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The price of copper, oil and other commodities have come down over the past two weeks. This episode, Stu Kedwell, Co-Head of North American Equities, comments on how this pullback might help to bring down headline inflation. Shifts have also been observed in currency and bond markets, where he expects volatility to persist as inflationary expectations settle down. (Recorded July 5, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-closer-look-at-commodity-price-corrections/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he balances risk and reward within the different funds he manages during down markets. Stu also shares some key things he is thinking about to capture opportunities in the next phase of the market cycle. (Recorded June 22, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shifting-to-neutral-in-turbulent-markets/detail.
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Inflation expectations are one of the most important drivers of long-term interest rates and financial markets. This episode, Stu Kedwell, Co-Head of North American Equities, discusses how these expectations are evolving as more aggressive central bank action takes place to quell inflation. Stu also examines how financial markets react to changes in monetary policy expectations. (Recorded June 15, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-do-markets-respond-to-the-challenges-of-managing-inflation/detail.
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According to the latest U.S. inflation report, consumer prices rose 8.6% in May. The reading came in higher than what most expected, and is another indicator that high inflation will sustain its momentum. What does this mean for Canadian households and the economy at large? This episode, Chief Economist Eric Lascelles provides his insight on inflation, and discusses the outlook for labour market conditions and consumer spending behaviour in response to rising costs. Eric also revisits recession risk, and explores how higher interest rates could temper optimism in the housing market. (Recorded June 7, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-inflation-continues-to-soar/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on state of markets today. First, how factors such as consumer spending shifts and declining multiples are weighing into earnings forecasts and markets more broadly. Stu then discusses the signs that suggest inflation may now be peaking, and what markets and investors should consider in the months ahead. (Recorded June 7, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-seek-out-signs-of-peaking-inflation/detail.
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In our latest podcast, Elma de Kuiper and Freddie Fuller delve into the nuances around some of Europe’s sustainability challenges. They look at hidden secrets around emissions, policy and how companies may offshore some of their dirtiest activities. (Recorded May 17, 2022)
To view the transcript and disclosure for this podcast, please visit https://institutional.rbcgam.com/en/europe/research-insights/article/thinking-global-not-just-local-emissions-policy-and-offshoring-dirty-business/detail.
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Emotions are running high for investors as uncertainty ripples through markets. How can investors push aside the panic and maintain their focus? This episode, Stu Kedwell, Head of North American Equities, breaks down what’s driving volatility in markets today, and how he is preparing portfolios amidst the many unknowns in the months ahead. Stu also explains how long-term investors can turn volatility into their friend in order to lock in opportunities when markets eventually rebound. (Recorded May 17, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-to-manage-a-volatile-stock-market/detail.
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In this episode, Chief Economist Eric Lascelles discusses the Fed’s latest interest rate hike, and what the central bank’s intentions for future hikes could mean for the broader economy - including an elevated risk of recession. He also provides some thoughts on labour market trends and jobs data in the U.S. and Canada.(Recorded May 9, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-fed-rate-raise-mixed-jobs-data-recession-risk-mounts/detail.
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The U.S. Federal Reserve and other central banks have a tough task ahead: get inflation under control, while avoiding a recession. As uncertainty mounts as to whether they will be able to achieve this, markets are also responding with increased volatility - particularly bonds. What is the likelihood that central banks will achieve a 'soft landing' outcome? What will future interest rate hikes mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on markets following the Fed's latest monetary policy decision. (Recorded May 3, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-does-the-feds-rate-hike-mean-for-markets/detail.
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This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios against the many headwinds facing markets in recent months. Sarah also talks about how she has refreshed her 10 basic truths of investing, and explains how keeping emotions in check can help investors steer through shifting markets and stay focused on their long-term goals. (Recorded April 29, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/revisiting-the-investment-truths-in-uncertain-times/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the themes to watch for as companies report their first-quarter earnings. Stu also talks about earnings expectations for the future amid a slowing economy and rising costs. (Recorded April 12, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q1-2022-earnings-season-preview/detail.
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Stock markets fell on Tuesday, following the U.S. Federal Reserve’s announcement that it plans to rapidly reduce its balance sheet -- its latest effort to get inflation under control. This episode, Stu Kedwell, Co-Head of North American Equities, breaks down the market reaction to the news, and what investors can expect as central banks lean into more hawkish moves. (Recorded April 6, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-happens-when-the-fed-shrinks-its-balance-sheet/detail.
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In this episode, Chief Economist Eric Lascelles looks at the recent job numbers of the U.S., as well as other long-term, post-pandemic employment trends. He also discusses the different ways to think about the moves in the yield curve, and what these say about the likelihood of a recession. (Recorded April 1, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-labour-market-strength-and-yield-curve-signals/detail.
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Canada's stock market is outperforming its counterparts so far this year. Why? Its heavy concentration of cyclical stocks -- like financials and energy -- tend to do well in the current environment of high commodity prices and rising interest rates. Will this solid performance last? What other factors should investors think about? This episode, Scott Lysakowksi, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses the outlook ahead for the Canadian stock market. (Recorded March 31, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/will-the-canadian-market-continue-its-climb/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, takes a look at the recent movements in the U.S. Treasury yield curve, and discusses whether an inverted yield curve could signal a risk of recession in the near term. (Recorded March 30, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-yield-curve-and-recession-risk-what-to-watch-for/detail.
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What is the outlook for the European market, as the war in Ukraine rages on? How will rising interest rates impact these assets? This episode, David Lambert, Senior Portfolio Manager, European Equities, RBC Global Asset Management (UK) Limited, weighs in. David also explains how he manages portfolios from an ESG perspective. (Recorded March 23, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-european-equities/detail.
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In every investment process, there are key principles fund managers rely on to position portfolios for success. This episode, Stu Kedwell, Co-Head of North American Equities, details his time-tested principles, and shares how everyday investors can also use them to guide through shifting markets. (Recorded March 8, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-pragmatic-approach-to-fund-management/detail.
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How will economic sanctions against Russia and scarce commodity supply impact the global recovery? In this episode, Chief Economist Eric Lascelles looks at the outlook for different regions - including a positive outlook for the United States. He also monitors central bank activities in response to rising inflation and commodity prices (Recorded March 4, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-russia-ukraine-developments-rate-hikes-us-recovery/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he is positioning portfolios for the long term, as inflation and geopolitical risks continue to pressure markets. Stu also talks about the importance of the three D's - diversification, dividends and dollar-cost averaging - as part of an investor's long-term plan, especially when there is a downturn in the markets. (Recorded March 3, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investment-strategies-for-when-markets-are-volatile/detail.
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This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, discusses the potential long- and short-term impacts on global economies and markets following Russia's invasion of Ukraine. Sarah also talks about central banks and changing expectations for inflation, and why focusing on a long-term view is crucial in times of crisis. (Recorded February 24, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/russia-ukraine-conflict-what-does-war-time-volatility-mean-for-investors/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market response to ongoing geopolitical tensions, with a particular focus on the impact to energy prices. Stu also discusses how he is positioning portfolios for long-term success in light of recent market headwinds. (Recorded February 15, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-portfolios-amidst-geopolitical-uncertainty/detail.
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This episode, Dagmara Fijalkowski, Senior Vice President & Senior Portfolio Manager, Head of Global Fixed Income & Currencies, discusses her approach to managing fixed income portfolios in a time of high inflation, central bank tightening and rising interest rates. Dagmara also talks about some key strategies investors can use to help mitigate inflation’s impact, including global diversification. (Recorded February 14, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-focus-on-inflation-and-fixed-income-investments/detail.
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How does the inflationary backdrop of today compare to that of the 1970s? This episode, Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, looks at the similarities and differences between inflation now and throughout history. Habib also provides some insight into his approach to evaluating companies in this environment. (Recorded February 10, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investing-through-inflation-past-and-present/detail.
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Understanding the current market rotation from growth to value stocks requires a deeper look into these two investing styles. While both seek to maximize returns, they do so in their own unique way. This episode, Stu Kedwell, Co-Head of North American Equities, explains the differences between growth and value stocks, and why a disciplined approach is key for investors to make the most of market shifts. (Recorded February 10, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-the-growth-to-value-rotation/detail.
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This episode, Chief Economist Eric Lascelles shares his insight on a variety of economic headlines, including the latest in labour markets as January’s jobs reports come out of Canada and the U.S. Eric also looks at how central banks around the world are heading into a cycle of monetary tightening, and what it means for both economic growth forecasts and financial markets. (Recorded February 4, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-news-january-job-reports-central-bank-tightening-inflation-expectations/detail.
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From hawkish central banks, to spiking inflation and geopolitical pressures - markets have been pulled in many different directions recently, fueling volatility. How can investors gauge the uncertainty? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, talks through her how she is managing portfolios given the turbulent market environment and explains how taking advantage of current opportunities is best supported by a multi-asset, diversified approach to investing. (Recorded January 28, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/long-term-investing-in-fluctuating-markets/detail.
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How do portfolio managers use technical analysis to evaluate investments and anticipate market movements? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he applies these different strategies and historical data to understand market behaviour and identify potential opportunities. (Recorded February 1, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lets-talk-about-technical-analysis/detail.
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The recent spike in volatility may have investors questioning whether to take their money out of the market and wait for better days. While market downturns are a normal part of investing, there are strategies that investors can use to help mitigate the short-term shocks and be prepared for when markets eventually recover. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the importance of sticking to a long-term investment mindset during challenging times. (Recorded January 25, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-markets-are-down-think-long-term/detail.
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Ongoing concerns around inflation and central bank rate hikes have resulted in a slow start to the year for technology sector. How long will the volatility last and how can investors navigate the current sell-off? This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, discusses why a disciplined approach is key to managing portfolios amidst the uncertainty and whether a rebound is ahead for tech stocks in 2022. (Recorded January 21, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-technology-sector-in-turbulent-times/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest news in the financial sector. Earnings season is well underway in the U.S., with major banks reporting better-than-expected results for the fourth quarter. Stu also discusses some highlights from the RBC Capital Markets Canadian Bank CEO Conference, long-term expectations for inflation, and whether recovery is on the way for the technology sector after a rough start to the year. (Recorded January 18, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-us-bank-earnings-inflationary-pressure-and-tech-sector-troubles/detail.
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China’s sharp economic slowdown weighed heavily on emerging markets last year. As the country navigates regulatory uncertainty and tighter monetary policy, can emerging markets bounce back in 2022? This episode, Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, discusses what’s ahead for emerging markets this year, including the outlook for China, inflationary risks, and promising opportunities in India. (Recorded January 18, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-key-themes-for-2022/detail.
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In this episode, Stu Kedwell, Co-Head of North American Equities, discusses the outlook for dividend growth in cyclical companies, particularly in energy, materials and other commodity stocks. Stu also talks about how ESG is considered when investing into these types of companies in order to evaluate their sustainability over the long term. (Recorded January 12, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-are-the-dividend-opportunities-in-the-cyclical-sector/detail.
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Will the Canadian stock market maintain its streak of solid performance in 2022? This episode, Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, looks back at Canadian markets in 2021, and shares his insight into what investors can expect in the year ahead. (Recorded January 7, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-2022-at-a-glance/detail.
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A hawkish pivot from the U.S. Federal Reserve has mapped its way inonto markets and into the economy in many different ways. This episode, Chief Economist, Eric Lascelles unpacks the latest from the Fed, as expectations mount for a faster stimulus wind down and future rate hikes. Eric also provides a look at taper tantrums throughout history, and dives into the latest jobs numbers in Canada and the U.S. (Recorded January 7, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/forecasting-the-federal-reserve/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Soaring inflation, rising interest rates, and a rapidly-spreading variant; As many of the key themes from 2021 cross over into the New Year, there are still new trends that could play out in 2022. This episode, Stu Kedwell, Co-Head of North American Equities, discusses what may be in store for investors this year. Stu also provides some thoughts on recession risk and a forecast for dividend stocks. (Recorded January 4, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-from-markets-in-2022/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why the U.S. yield curve has flattened in recent months, and the bond and stock markets’ reactions to the possible recession risk. Stu also provides some thoughts on how to manage these pockets of volatility and maintain perspective going into 2022. (Recorded December 14, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-and-the-yield-curve-what-are-investors-watching-for/detail.
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Moderating economic growth, fading stimulus and virus variant flare ups have weighed on the mind of investors. How are we positioning our portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her outlook and how she has positioned the portfolios in light of changing markets. (Recorded December 7, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/portfolio-perspectives-amid-changing-markets/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Chief Economist Eric Lascelles, breaks down the latest jobs data out of Canada and the U.S., and discusses recent revisions to economic growth forecasts for countries. Eric also provides some early thoughts on the Omicron variant, and expectations ahead as many central banks weigh their tapering timelines. (Recorded December 3, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-november-job-numbers-omicron-concerns-ebbing-growth/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
The news of a new COVID-19 variant, Omicron, has shaken up certain areas of the market. Although much is still unknown, what is certain is that investors can benefit from riding out short-term challenges, focusing on the long term. This episode, Stu Kedwell, Co-Head of North American Equities, shares why adopting a long-term mindset is key for investors amid the market noise. Stu also provides some thoughts on Q4 Canadian bank earnings so far. (Recorded November 30, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/keeping-perspective-through-variant-volatility/detail.
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This episode, Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited, joins Dave for a detailed conversation about the growing consideration of environmental, social and governance (ESG) factors in investing throughout history, particularly from a European market perspective. Jeremy also discusses the role of active stewardship on behalf of asset managers, and the importance of taking on an “ownership mindset” to ensure that companies are held accountable for the environmental and societal impacts of their operations. (Recorded November 24, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-evolution-of-esg-and-the-role-of-active-stewardship/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Climate change continues to be one of the most crucial issues facing markets, corporations, countries and investors around the world. This episode, Maia Becker, Director, Corporate Governance and Responsible Investment, explore the impact of climate change, and what investment managers can do to mitigate climate-related risks. Maia also discusses the correlation between biodiversity and climate change, and shares some key takeaways from the COP26 climate change summit. (Recorded November 23, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climate-change-how-asset-managers-can-take-action/detail.
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This episode, Melanie Adams, Vice President and Head, Corporate Governance and Responsible Investment, discusses the top ESG-related themes in 2021, from employee health and safety, to diversity and inclusion and environmental issues. Melanie also talks about the importance of engaging with companies to evaluate ESG risks and opportunities in how they operate. (Recorded November 23, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-key-trends-in-esg/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest events and headlines in markets. He discusses the re-appointment of U.S. Fed Chair Jerome Powell, and whether or not inflation will stick around for longer than originally expected. Finally, Stu comments on President Biden’s recent announcement to release oil from the Strategic Petroleum Reserve in an effort to help lower prices and address supply issues. (Recorded November 23, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-powells-re-appointment-white-house-to-release-oil-reserves-longer-inflation/detail.
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This episode, Chief Economist Eric Lascelles, reviews the latest jobs data out of Canada and U.S., noting contrasting trends in wage growth between the two countries. Eric also breaks down the potential economic implications as the Fed moves in a more hawkish direction. (Recorded November 5, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-the-labour-market/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, provides his thoughts on current events and developments. First, a look at what the U.S. Federal Reserve’s hawkish turn to raise interest rates before the end of 2022 could mean for investors. Stu then discusses the Office of the Superintendent of Financial Institutions’ (OSFI) recent decision to lift capital restrictions on Canadian banks imposed in the early days of the pandemic. (Recorded November 4, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-fed-tightens-taper-timeline-ofsi-removes-restrictions/detail.
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The Bank of Canada’s recently announced it is moving closer towards tapering off its pandemic stimulus and pushing up its rate hike timeline. This episode, Eric Lascelles, Chief Economist discusses what these moves mean from an economic standpoint. Eric also tackles other topics, including rising inflation, and disappointing GDP results. (Recorded October 29, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/slow-recovery-and-high-inflation-a-week-in-review/detail.
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This episode, Dave catches up with Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, and looks at the factors driving the strong performance in Canadian equities. (Recorded October 21, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-update-on-canadian-equities/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, is back for an overview of the consumer discretionary sector: how these stocks have performed recently, and the outlook ahead. Stu also covers the highlights of earnings season so far in the U.S. and Canada, including how Apple’s new privacy measures could impact a variety of technology-based businesses. (Recorded October 26, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/inside-the-consumer-discretionary-sector/detail.
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With equity markets reaching all-time highs, and bond yields on the rise, investing in today’s markets can be difficult to navigate. In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses the challenges of the current market environment and shares some ways investors can diversify their portfolios for the road ahead. (Recorded October 20, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-portfolios-for-the-road-ahead/detail.
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This episode, Stu Kedwell, Head of North American Equities, provides an in-depth look into the Consumer Staples sector. Stu also explains the role of these stocks in a portfolio, and how they perform across different market environments. (Recorded October 19, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-consumer-staples/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Many U.S. banks are reporting impressive earnings in the third quarter. How will Canadian banks compare? This episode, Stu Kedwell, Co-Head of North American Equities, looks at what’s driving U.S. banks’ performance and what it tells us about Canada’s financial sector. Stu also discusses what a proposed raise in taxes for Canada’s big banks could mean for markets. (Recorded October 13, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-tale-of-two-financial-sectors/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Chief Economist Eric Lascelles runs down the list of the latest economic trends, including recent job numbers and labour market insights in the U.S. and Canada. Eric also dives into the buzz around “stagflation”, and shares his thoughts on why the current state of the economy does not fit the definition. (Recorded October 12, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-job-recovery-slows-canadian-employment-bounces-back/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Recent reports have reinforced that many countries remain far off from hitting their Paris Agreement goals. What are the possible implications of missed climate targets for both countries and companies? In this podcast, Freddie Fuller, European Equity Product Specialist, and James Jamieson, Portfolio Manager, RBC Global Asset Management (UK) Limited, explore the impact of climate wars around the world. (Recorded October 7, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climate-wars-implications-for-countries-and-corporates/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, discusses how recent supply chain disruptions are driving up inflation, and how this will affect earnings. Stu also provides a view of the long-term impacts on bond and equity markets should these inflationary pressures persist. (Recorded October 5, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investing-in-an-inflationary-environment/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
The shift to contactless, online technologies has transformed the way companies do business, and how consumers pay for the goods and services they provide. This episode, Dominic Wallington, Head of European Equities, RBC Global Asset Management (UK) Limited, discusses the evolving world of digital payment systems, and how innovations in technology will shape the future of transactions going forward. (Recorded September 30, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tapping-into-digital-payment-systems/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Why are Chinese regulators tightening restrictions across many sectors? Are these measures good or bad for markets? Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an in-depth look at the situation in China, the short- and long-term impacts, as well as the future of its second- largest property developer, Evergrande. Phillippe also talks about ESG in emerging markets, and the key areas of focus in his portfolios, like green infrastructure. (Recorded September 29, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-does-chinas-regulatory-crackdown-mean-for-markets/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Head of North American Equities, joins Dave to discuss what's been driving recent volatility in markets, from ongoing supply chain angst and central bank tapering, to China’s economic trajectory. Stu also talks about how these factors can impact the valuation of companies.(Recorded September 28, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/assessing-short-term-shifts-in-todays-market/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
From pipeline plans to profitability – the Canadian energy sector is undergoing a transformation. What do investors need to know? This episode, Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, discusses the key factors that are reshaping the sector, including the rising demand for ESG integration.(Recorded September 17, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/embracing-esg-opportunities-in-the-energy-sector/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, talks about the current market environment and why we have reduced our allocation to fixed income within portfolios over the summer. Sarah also shares her outlook for equities and why she has maintained a bias toward risk within her portfolios. (Recorded September 15, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-your-portfolio-for-policy-normalization/detail.
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This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, provides an update on the technology sector. He explains how he is managing the space amidst the shifting growth versus value market narrative, and the ongoing challenges of the pandemic. Marcello also talks about how tech companies have become key infrastructure players, and if he thinks the strong earnings will continue into 2022. (Recorded September 10, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/more-growth-in-store-for-the-technology-sector/detail.
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This episode, Chief Economist Eric Lascelles joins Dave for a comprehensive discussion on range of economic themes and developments, including underwhelming U.S job numbers, downgraded growth forecasts, and Canada’s cooling housing market. Eric also shares some early thoughts ahead of the federal election. (Recorded September 8, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-on-our-economic-radar-this-fall/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, reflects on markets as of the end of summer, Delta variant implications, and the Fed’s discussions around tapering. Stu also talks about third-quarter earnings for Canadian banks, and how diversification across their business lines can help boost earnings as the economy reopens. (Recorded September 7, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-back-at-late-summer-in-markets/detail.
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As we continue to see growing inflows for ESG investors, it might have been a surprise to many that during the COVID-19 pandemic ESG ratings did not appear to provide the risk mitigation benefits investors had hoped for. We explore the possible reasons behind this and how, despite the ESG ratings, active analysis of intangible assets can provide additional benefits to investors. (Recorded August 12, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/esg-in-a-time-of-crisis/detail.
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This episode, Chief Economist Eric Lascelles, discusses the strong job numbers out of Canada and the U.S., noting significant growth in sectors where pent-up demand has heated up. Eric also provides some early predictions on where we are in the business cycle. (Recorded August 6, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/july-jobs-reports-the-recovery-continues/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, reflects on this quarter’s earnings reports and how the market has reacted to them. Stu also discusses what’s ahead for earnings in the fall, as companies brace for the Delta wave. (Recorded August 3, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-overview-of-earnings-season/detail.
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From innovations in virtual reality to artificial intelligence, the industrial landscape is facing a new digital frontier. Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, reflects on how these advanced technologies are reshaping the industrial world, and the opportunities in this rapidly evolving space. (Recorded July 28, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-digitalization-of-the-industrial-world/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on an exceptionally strong first half for Canadian markets. Scott also breaks down sector performance, and looks at the lessons of history to help frame the rest of the year. (Recorded July 22, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-markets-at-the-half-what-history-tells-us/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, discusses some of the main factors behind the one-day market selloff at the start of the week – from delta variant concerns to the bond market drop. Stu also explains how day-to-day ups and downs can be a good opportunity for investors to reassess their asset allocation and risk tolerance as part of the long-term investment experience. (Recorded July 20, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-perspective-during-market-cycles/detail.
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The emergence of the delta variant and ongoing inflation concerns has likely dampened earnings expectations for more economically-sensitive companies. On the other hand, secular growth companies that have thrived during the pandemic, may have higher hopes. This episode, Stu Kedwell, Co-Head of North American Equities, shares his key considerations as companies roll out their second quarter earnings reports. (Recorded July 14, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-this-earnings-season/detail.
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This episode, Chief Economist Eric Lascelles covers the latest macroeconomic trends around the world. Starting with some promising employment data out of Canada and the U.S., Eric also talks about the cooling inflation expectations, and questions whether the delta variant could halt further economic growth. (Recorded July 9, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflections-on-junes-jobs-report/detail.
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Achieving balance is good for most things in life. It is also good for your portfolio. In this episode, Dave catches up with Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, to talk about her current outlook and how she has maintained balance across her portfolios so far in 2021. She also highlights how periodic rebalancing can be a powerful strategy that can help keep portfolios track and aligned to your overall investment goals. (Recorded June 24, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-balanced-approach-for-better-outcomes/detail.
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David Riley, Chief Investment Strategist at BlueBay Asset Management, provides an update on reopening progress across Europe and the UK – noting the strong momentum may face new challenges brought on by the Delta variant. David also discusses the outlook for inflation, and the strategies in place to mitigate risk in this environment of above average and still rising inflation. (Recorded June 24, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-europes-economy/detail.
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Rising inflation continues to have an impact on interest rates. With the Federal Reserve possibly raising short-term rates in early 2023, what does this mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, covers the commentary from the FOMC meeting, and also discusses how the slope of the yield curve can help forecast future interest rate moves and economic activity. (Recorded June 23, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/focusing-on-the-fed-interest-rates-and-financial-markets/detail.
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This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on the latest announcements from the Federal Reserve. Stu also talks about the recent move in interest rates, and what it means for investors in the near and long term as the economy recovers. (Recorded June 16, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fomc-recap-and-highlights/detail.
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This episode, Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an update on emerging markets, noting a range of performance across countries and sectors. Laurence also discusses how dividend-paying stocks within the asset class have fared within a rising interest rate environment. (Recorded June 16, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evolving-trends-in-emerging-markets/detail.
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According to the U.S. Bureau of Labor Statistics, the Consumer Price Index for All Urban Consumers saw an increase of 0.6 percent in May – fueling further discussions over rising inflation. This episode, Walter Posiewko, Vice President & Senior Portfolio Manager, Global Fixed Income & Currencies, provides his view on the latest data. Walter also notes how changes in consumer behaviour in response to inflation can feed the frenzy. (Recorded June 10, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weighing-in-on-inflation/detail.
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From ESG considerations to the role of private equity; these are just some of the key topics of discussion between portfolio managers and company management. Stu Kedwell, Co-Head of North American Equities, talks about the importance of engaging with companies to help guide decision-making and meet their near- and long-term objectives. (Recorded June 9, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-behind-the-scenes-look-at-corporate-boards/detail.
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This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, shares his perspective on economic recovery and the price of oil. Scott also highlights the opportunities available to clients currently invested in energy. (Recorded June 9, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-eye-on-energy/detail.
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In this episode, Chief Economist Eric Lascelles investigates how North American economies have fared as governments responded to COVID-19. In Canada, job loss in May was larger than market expectations – though the outlook for June is optimistic as the economy reopens. Eric observes a slightly different story in the United States, where lockdown restrictions have been avoided and wages have slightly increased amidst inflationary pressures.(Recorded June 4, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-mays-employment-data/detail.
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Stu Kedwell, Co-Head of North American Equities, discusses what’s ahead for Canada’s big banks after a solid second quarter. Stu also takes a broader look across the Canadian market, and explains how other sectors, such as commodities, are contributing to strong performance and investor optimism. (Recorded June 1, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-banks-a-soaring-start-to-summer/detail.
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How will a weak U.S. dollar impact broader currency markets? What’s driving the strong performance of the Canadian dollar, and how long will it last? This episode, Dan Mitchell, Portfolio Manager, Global Fixed Income & Currencies, weighs in on the current state of currencies and the outlook ahead, as economies reopen. (Recorded June 1, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-currencies/detail.
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In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on inflation and what it means for investor portfolios. Sarah also talks about why having a diversified portfolio is key in this environment and how a longer-term perspective can help when it comes to investing through inflation. (Recorded May 27, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investing-through-inflation/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the headlines around rising inflation, and discusses the key near- and long-term considerations for investors. Stu also previews what to expect from Canadian banks, as they begin to report their quarterly earnings. (Recorded May 25, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-stock-of-inflation/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Digitization is accelerating, from Bitcoin to 5G, but do we fully understand the environmental impact of these technologies? In this podcast Freddie Fuller and Elma de Kuiper, Portfolio Manager, RBC Global Asset Management (UK) Limited discuss the nuances behind digital technologies relationship with energy and decarbonization and show why just because something is digital, does not mean it is carbon neutral. (Recorded May 19, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dirty-technology-from-bitcoin-to-5g-the-energy-consumption-of-tech/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, provides an update on Canadian markets and outlines possible scenarios that could keep the strong performance going for investors. Scott also looks at what a stronger Canadian dollar means for Canadians investing in the U.S. (Recorded May 14, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/current-trends-in-canadian-markets/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
RBC GAM’s Chief Investment Officer, Dan Chornous joins Dave for an in-depth conversation about the current economic and market trends facing investors today. Dan also shares his thoughts on inflation expectations, and provides insight into where investors can look to find opportunities around the world. (Recorded May 13, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-portfolios-for-shifting-markets-and-inflation/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
With French luxury goods group LVMH now the largest company on the European stock market, how are portfolio managers thinking about the rising power of fashion? Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, shares how he is positioning his portfolio to match the current trends. (Recorded May 13, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-investors-eye-for-fashion/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, discusses the short-and long-term factors he is thinking about to position his portfolios for the latter half of the year. Stu also shares his expectations for dividend stocks going forward. (Recorded May 11, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-mid-year-market-review/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Chief Economist Eric Lascelles reviews the latest jobs reports out of the U.S. and Canada. Eric discusses what’s behind the lower-than-expected job numbers, and the expectations for employment relative to the broader economic recovery. (Recorded May 7, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-outlook-on-employment/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head, North American Equities, explains how broad macroeconomic conditions and market trends factor into the individual investment decisions he makes. Stu shares some important considerations portfolio managers think through when choosing which companies to invest in for long-term success. (Recorded May 5, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bringing-the-big-picture-into-focus/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stocks have climbed to record levels and sovereign bond yields have reversed their pandemic-related plunge. How are we positioning our portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her view and outlines the some of the changes she’s made to her portfolios to position them well for the current environment. (Recorded April 28, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-rebalancing-in-todays-investing-landscape/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, shares his views on the evolving market landscape, particularly the recent growth-to-value shift. Stu also discusses the importance of considering both growth and value companies when investing, and the tools he uses to find potential opportunities. (Recorded April 27, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-the-market-rotation/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell, Co-Head of North American Equities, shares his thoughts on recent headlines – from the Biden administration possibly raising capital gains tax, to the takeaways from the federal budget. Stu also explains his process of managing portfolios amidst the ever-changing news cycle. (Recorded April 22, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-portfolios-through-headlines/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, provides an update on convertible bonds amidst the economic recovery. Pierre-Henri also discusses the potential long-term opportunities ahead for the asset class in an environment of rising rates and inflation. (Recorded April 22, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/convertible-bonds-in-a-post-covid-world/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, looks at the strong first quarter results from America’s top banks and what they could signal for Canadian investors. Stu also discusses the current holding period of recovery we’re in, and the ‘sparks’ – from vaccine success to robust infrastructure programs – needed to reignite economic activity. (Recorded April 15, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-fueling-us-bank-earnings/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses the factors driving the strength of the Canadian market so far this year. Scott also dives into why sectors like health care, financials, and energy have performed well and looks at the opportunities and risks ahead as the year plays out. (Recorded April 8, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-a-strong-first-quarter/detail.
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In this episode, Chief Economist Eric Lascelles breaks down his analysis of the business cycle, including a look at how markets have historically performed across the different stages. (Recorded April 7, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insight-into-the-business-cycle/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, recaps the events of the first quarter -- from accelerated vaccine rollouts to rising bond yields. Stu also shares his thoughts on where interest rates could go for the rest of the year, and what investors should consider. (Recorded April 6, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/first-quarter-review/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, reflects on the past year and the importance of staying invested. She also discusses how she is positioning her portfolios in light of the current environment and what is on her radar for the road ahead. (Recorded April 1, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/balancing-rising-yields-and-inflation-expectations-in-your-portfolio/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell, Co-Head-North American Equities, joins Dave to discuss the fallout around the Archegos hedge fund default. Stu also highlights how this event serves as an important reminder for investors to look beyond near-term bumps and maintain a long-term perspective. (Recorded March 30, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/making-sense-of-markets-and-margin-calls/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Members of the RBC Global Equity team discuss the benefits and disadvantages of investing in social media platforms. (Recorded February 4, 2021)
To view the transcript and disclosure for this podcast, please visit https://global.rbcgam.com/global-equities/insights/74/Social-media.fs.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, discusses the positive and negative impacts higher interest rates can have on high yielding dividend stocks. Stu also explains dividend growth, and why it can be a powerful tool for long-term investors. (Recorded March 23, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-rising-rates-and-dividend-stocks/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
On Wednesday, the U.S. Federal Reserve held its March policy meeting. RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss the highlights – from brighter growth forecasts, to rate hike expectations. (Recorded March 19, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fed-meeting-review-themes-to-watch-for/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
It’s been a year since most of the world went into lockdown. What have we learned since then? Stu Kedwell, Co-Head, North American Equities, looks back at the lessons investors can take away from lockdown. Stu also explains how having a strategy, such as dollar-cost averaging, can help investors remain disciplined and find opportunities in times of uncertainty. (Recorded March 16, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lessons-in-lockdown-one-year-later/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Dave Richardson is joined by Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities and Rob Cavallo, Portfolio Manager, North American Equities, RBC Global Asset Management Inc. They take a look back at the impact of COVID-19 on the technology and health care sectors, from vaccines to the accelerated online shift. Marcello and Rob also share the key long-term themes they’re watching for, including biotech and artificial intelligence. (Recorded March 10, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-next-for-technology-and-health-care/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
With the disruption from Brexit theoretically over, we ask whether the U.K. can become a world leader in green technology and the sustainability movement. The government’s recent announcement of a 10-point plan for a green industrial revolution has outlined where it sees room for growth, while also highlighting the myriad of issues that the country needs to address, including those that have arisen from the COVID-19 pandemic. Will this plan be enough from environmental and economic perspectives? (Recorded March 10, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-united-kingdom-a-future-green-leader/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell, Co-Head, North American Equities, joins Dave for a deep-dive into the concept of momentum, and how it’s factored into active management as market narratives shift. (Recorded March 9, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-momentum/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Increasing job numbers in the U.S. and Canada are among a string of indicators pointing to a better-than-expected economic recovery. This episode, Chief Economist Eric Lascelles shares his outlook for what’s ahead this spring. Eric also explores the rise in bond yields from an economic perspective – from central bank decisions to inflation concerns. (Recorded March 5, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-economy-springs-back/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head, North American Equities, takes a closer look at the factors behind the sudden spike in U.S Treasury yields last week, and what it means for investors in bond and equity markets. (Recorded March 2, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-us-treasury-yield/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. (Recorded February 24, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
The investing landscape has changed considerably over the past couple of years. In today’s low interest rate environment, how should investors be positioning their portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on markets and how investors can evolve their portfolios for the future – from revisiting your equity allocation to the importance of fixed-income diversification. (Recorded February 18, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evolving-portfolios-in-a-changing-environment/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head, North American Equities, shares key insights from RBC GAM’s Investment Strategy Committee. He discusses the outlook on the economic rebound, noting the vital role vaccines can play. Stu also explains his thoughts on the expected course of interest rates. (Recorded February 16, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-from-rbc-gams-investment-strategy-committee/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
As earnings season rolls on, it’s clear that tech giants continue to lead the market. But there are other areas of the market investors should think about. Stu Kedwell, Co-Head, North American Equities, discusses three broad categories of stocks that could present opportunities for investors, and why a good mix of each is the bedrock of a portfolio. (Recorded February 3, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bucketing-opportunity-in-the-stock-market/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Despite all the chaos and speculation in markets, there may be a silver lining to the frenzy. Increasing participation in financial markets, for one. This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses this and other key lessons investors can take away from these events. (Recorded January 28, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/perspectives-on-the-reddit-rally/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
In a week of exciting headlines and soaring stock prices, how can investors avoid distractions and stick to their long-term plan? Stu Kedwell, Co-Head, North American Equities, joins Dave to chat about what’s been going on in markets recently, and his tips on how to tune out short-term speculation. (Recorded January 26, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-to-maintain-focus-during-market-mania/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
With renewed hope for economic recovery, investors also have restored hope in the industrial, material, and energy sectors - a considerable portion of Canada’s stock market. Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, talks about what this boost means for companies in these sectors, and how vaccines will be key to maintaining this optimism. (Recorded January 21, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-canadas-cyclical-sectors/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
A weaker U.S dollar and increased demand are leading reasons why stocks in oil, mining, and agriculture have rallied in recent weeks. Stu Kedwell, Co-Head, North American Equities, explains how the surge is tied to promising economic growth forecasts, and what it could mean for the broader Canadian market. (Recorded January 19, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/inside-the-commodity-comeback/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Being effectively diversified has taken on new meaning, and 2020 was no exception. Structural changes in the economy and markets means that what has worked over the last decade may not continue to do so. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions talks about why evolving your approach to diversification is vital in today’s environment and how she is positioning portfolios for long-term success. (Recorded January 14, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-portfolios-for-a-new-era-of-diversification/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, recaps key highlights from the RBC Capital Markets Canadian Bank CEO Conference. Stu also shares his thoughts on U.S. banks, as they begin to report their earnings. (Recorded January 14, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-canadian-banks/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
From U.S. fiscal stimulus news to vaccine rollouts -- there is a lot on the horizon in 2021. What do these developments mean for the global economy, and what are the risks to watch for? RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss his outlook on the year ahead. (Recorded January 7, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2021-good-news-for-the-global-economy/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
A new year means new opportunities and new challenges – some we can’t begin to predict. With a tumultuous 2020 behind us, how can investors prepare for 2021? Stu Kedwell, Co-Head, North American Equities, discusses why having a robust financial plan – tailored for multiple different outcomes – should be on every investor’s list of New Year’s resolutions. (Recorded January 5, 2021)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-to-invest-for-success-in-2021/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell, Co-Head of North American Equities, joins Dave to recap some key lessons investors can take away from 2020, including the importance of looking at all possible outcomes, and maintaining long-term optimism. (Recorded December 15, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflections-on-an-eventful-year/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
In this, the first of our Sustainability podcasts, Freddie Fuller and James Jamieson of the RBC European Equity team explore how the disruption of 2020 has affected different region›s net-zero emissions progress, and whether globally we are lining up to reach the targets set out in the 2015 Paris Agreement.
To view the disclosure for this podcast, please visit https://global.rbcgam.com/european-equities/insights/post/71/paris-agreement-progress-on-the-right-trajectory.fs.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
As investors observe significant technological advancements during the time of COVID, some may be reminded of the dot-com tech bubble in the late 90s. Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, compares the tech companies of the past and present. He also shares an overall market perspective on rising valuations within the sector. (Recorded December 8, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-todays-tech-stocks/detail.
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Tesla's entry into the S&P 500 has garnered strong investor interest. As an active manager, Stu Kedwell, Co-Head, North American Equities, shares how his team considers high profile stocks. He looks at various growth scenarios for Tesla, and talks about what a bear or bull case could look like. (Recorded December 8, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-high-profile-stocks-are-considered/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Following some volatility towards the end of November, the rebound in global markets is being led by a broad range of stocks and sectors. With bank stocks rallying, Stu Kedwell, Co-Head, North American Equities, shares how Canadian banks are looking beyond the pandemic – and why investors may want to follow suit. (Recorded December 1, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-bank-stock-rally/detail.
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When markets are unpredictable, dividend stocks can help provide consistent cash flow to investors. This episode, Stu Kedwell, Co-Head, North American Equities, discusses the important role dividends can play in investors’ portfolios, especially as growth opportunities emerge over time. (Recorded November 18, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-dividends-deliver/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This past year has shown that investors need to be prepared for a broad range of investment scenarios – both good and bad. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to talk about what’s on her radar for 2021 and why an active and globally-diversified approach will be key for investors going forward. (Recorded November 16, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/perspective-for-the-year-ahead/detail.
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To honour late Canadian TV icon Alex Trebek, this episode, Stu Kedwell, Co-Head North American Equities is quizzed on the latest market headlines, from COVID-19 vaccine updates to U.S. election results. (Recorded November 12, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-is-market-news/detail.
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David Riley, Chief Investment Strategist, BlueBay Asset Management, shares his thoughts on the U.S. presidential election results from a European perspective. David also discusses how international markets may respond to a Biden win, as well as the outlook on the U.S economic recovery should lockdown restrictions stiffen. (Recorded November 6, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-election-insights-from-across-the-pond/detail.
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Despite the turbulence of this year, emerging markets have performed in line with developed markets. Three countries - China, Korea, and Taiwan - lead the market, in part due to their efficacious response to the virus. Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, joins Dave for a closer look at these and other trends in emerging markets today. (Recorded November 5, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-exceeding-expectations/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Agility and adaptability - these are the characteristics that Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, believes are essential for companies to remain competitive in today’s environment. With uncertainty around the second wave of COVID-19, and the pending results of the U.S. presidential election, Habib reminds investors why it’s more important than ever to focus on these qualities too, especially when thinking about the long term. (Recorded November 5, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-adaptability-advantage/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
As markets react to the latest headlines around politics and the economy, it can be easy to lose sight of the long-term. Enter dollar-cost averaging. Stu Kedwell, Co-Head, North American Equities, explains how this strategy can help investors stick to their investment plan, and ride through any type of market weather. (Recorded October 29, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/making-the-case-for-dollar-cost-averaging/detail.
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Dave is joined by Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, to discuss the pandemic’s recent surge across Europe, and the current and future impact on markets. Dominic also shares his insights into health-related research, particularly focusing on the relationship between COVID-19 and other diseases. (Recorded October 29, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-update-on-european-equities/detail.
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This episode Stu Kedwell, Co-Head, North American Equities, compares three broad categories of value stocks. Stu also explains how external factors, like enhanced stimulus and vaccine development, may provide the boost needed for them to bounce back. (Recorded October 21, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-view-on-value-stocks/detail.
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Despite tumultuous market conditions this year, some companies have prospered through the uncertainty. Meanwhile, others were not so lucky. But, as Stu Kedwell, Co-Head, North American Equities, says: fantastic businesses do not always equal fantastic stocks. This episode, Stu breaks down some considerations to think about to before buying stocks, and why evaluating odds can be key to success. (Recorded October 14, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-balance-between-balance-sheets/detail.
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President Trump’s announcement that he will pause stimulus negotiations until ‘after the election’ has caused a stir in markets. What could this mean from an economic standpoint? RBC GAM’s Chief Economist Eric Lascelles discusses the role relief measures have played in the U.S. economic recovery thus far. Eric also breaks down the key differences in Canada’s stimulus story. (Recorded October 8, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-focus-on-fiscal-stimulus/detail.
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From the latest developments in U.S. politics, to the outlook on Canadian banks – a new week means a new cycle of headlines. This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to share his thoughts on a roundup of key topics that may be top of mind for investors. (Recorded October 7, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-new-in-market-news/detail.
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The revolving door of news on the political, economic, and healthcare fronts can spark fear for some. Yet, markets are already looking ahead. Stu Kedwell, Co-Head, North American Equities, discusses how remaining focused with a well-thought-out approach can help investors tune out the headline noise. (Recorded September 30, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/strategies-for-uncertain-times/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Historically, it’s common to see more volatility in markets this time of year. But in a year unlike any other, how can investors plan ahead? RBC GAM’s Chief Investment Officer Dan Chornous provides an overview of the drivers behind recent market activity. Dan also discusses the value of advice during uncertain times and how it can help investors stay focused on their long-term goals. (Recorded September 28, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pause-and-refresh-whats-next-in-the-market/detail.
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Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, joins Dave for a discussion about convertible bonds. Pierre explains the important role this asset class plays in a diversified portfolio, particularly given the uncertainty of the current market environment. (Recorded September 24, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-convertible-bonds/detail.
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Recently, the Federal Reserve announced it will change its approach to monetary policy in order to target an inflation rate that may average above 2% over time. What does this change mean for investors? RBC GAM’s Chief Economist, Eric Lascelles, weighs in. (Recorded September 23, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/notes-on-the-feds-new-mandate/detail.
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In August, stocks in tech giants like Apple, Amazon and Microsoft soared. This month, however, has seen them return back down to earth. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts on how these market corrections compare to the tech bubble of the early 2000s. Stu also highlights the importance of an investment process that considers all possible outcomes in any market environment. (Recorded September 22, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-this-tech-bubble-20/detail.
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David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave for an update on the latest Brexit developments – including a look at how the move faces new implications under international law. David also shares an outlook on the U.K. economy, as it braces for a potential second wave. (Recorded September 18, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-brexit-battle-continues/detail.
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A possible second wave of the pandemic, coupled with the U.S. presidential election in November, could bring renewed volatility to markets. Despite economic and political uncertainty, Stu Kedwell, Co-Head of North American Equities, RBC GAM, explains how investors can prepare by thinking ahead and mapping out a broad range of outcomes. (Recorded September 16, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/change-of-seasons-what-to-plan-for-this-fall/detail.
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Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management, talks about the role of active portfolio management in the case of Argentina’s debt default in May. Despite the country’s history of defaults, Polina explains how the strategies used by her team can help achieve positive outcomes for investors. (Recorded September 10, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-management-in-emerging-markets/detail.
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Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, explains the recent tactical shift in her portfolios and why she has added to equities. She also talks about recent volatility and how she is positioning portfolios with the longer-term in mind. (Recorded September 10, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-tactical-asset-allocation/detail.
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Despite the turbulence caused by COVID-19, Canada’s top banks have reported fairly solid earnings this quarter. As the country settles into a new reality, could these improving results point to a similar story for the economy? Stu Kedwell, Co-Head, North American Equities, joins Dave for a recap of the banks’ earnings reports, and what to look out for ahead. (Recorded September 8, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-banks-on-the-way-back/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, talks about why she recently adjusted the strategic regional equity weights across her portfolios and the benefits of looking beyond Canadian borders for investment opportunities. (Recorded August 20, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-strategic-approach-to-world-wise-investing/detail.
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Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on key takeaways from this earnings season. Scott also shares what his investment teams are looking at to help companies to not only survive, but thrive through these uncertain times. (Recorded August 18, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-fundamental-momentum/detail.
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Next week, Canada’s largest banks will begin to roll out their quarterly results. With much to consider, what can investors expect to see? This episode, Stu Kedwell, Co-Head of North American Equities, gives us a run-down of the key factors to watch for. (Recorded August 11, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-season-whats-to-come-for-canadian-banks/detail.
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COVID-19 has boosted business for some companies. It has also had a severe and negative impact on others. For businesses landing somewhere in the middle, adaptability is key. Stu Kedwell, Co-Head of North American Equities, joins Dave to reflect on what investors can take away from an exceptional earnings season. (Recorded August 6, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-season-adapting-to-change/detail.
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Recently, gold and tech stocks have driven the Canadian market. Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how he is managing portfolios in a top-heavy market, and what’s ahead for investors looking to break through the concentration. (Recorded July 30, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-a-narrow-market/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
The uncertainty of what the next few months will look like for the Canadian economy has led investors to hold onto their cash. Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the current investment landscape, and why time in the market is key to unlocking long-term opportunities. (Recorded July 28, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/moving-forward-how-to-get-off-the-sidelines/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Last week, America’s big banks kicked off the second-quarter earnings season. While the results were mixed, they could suggest that perhaps the worst of the pandemic is behind us. Will Canadian businesses share this same cautious optimism? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, returns to the podcast to share his thoughts on the results and what investors can expect to see in the weeks ahead. (Recorded July 21, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-watch-for-this-earnings-season/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Morrow, Vice President & Head of Investments, RBC Phillips, Hager & North Investment Counsel Inc., breaks down his team’s process to help investors maintain focus and stay the course through recent market swings. Stu also highlights the importance of diversifying portfolios beyond Canadian markets, and why a global approach can lead to long-term opportunities. (Recorded July 14, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-investment-counselling/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Mike Reed, Partner & Senior Portfolio Manager, BlueBay Asset Management, joins Dave for an insightful discussion about how he and his team have approached managing portfolios through the course of the pandemic. (Recorded July 13, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-portfolios-for-recovery/detail.
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Michael Kitt, Head, Private Markets and Real Estate Equity Investments, joins Dave for an update on the real estate sector in the wake of COVID-19. Michael also provides his perspective on the opportunities that could arise in commercial real estate, as businesses find ways to evolve and adapt beyond the pandemic. (Recorded July 9, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/mapping-the-real-estate-landscape/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
In this episode, Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, gives his thoughts on the factors driving market behaviour over the last few months, and how they play into investment decisions. Stu also unpacks the forward-looking nature of the market -- how it not only saw ahead during the depths of the crisis, but also projected the economic rebounds seen in recent weeks. (Recorded July 7, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/did-markets-predict-the-pandemics-path/detail.
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Dan Chornous, Chief Investment Officer, RBC Global Asset Management, joins Dave to discuss the importance of evolving our strategic asset mix over time. Dan also highlights the importance of time horizon when determining asset allocation in order to ensure that return targets are realistic. (Recorded July 6, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/examining-strategic-asset-allocation-in-uncertain-times/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
When markets are down, many investors move money from their investments into cash. Doing so can help them avoid short-term risks associated with volatility. But, what they may not be aware of is the “silent assassin” lurking in the midst – a.k.a. inflation. As prices go up over time, the overall value and purchasing power of their money is chiseled away. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, looks at strategies for investors to get off the sidelines and back into the market to get the most out of their money today. (Recorded June 30, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-back-your-purchasing-power/detail.
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With all that has occurred in markets over the last few months, it’s essential that portfolio managers make decisions to ensure portfolios withstand the highs and lows. For long-term investors, it means their investment plans may look a little different now. In this episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, details the recent strategic asset allocation changes she has made within her portfolios, and how these adjustments will open up opportunities for investors over time. (Recorded June 25, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-strategic-asset-allocation/detail.
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As many regions across North America begin to reopen their economies, how companies operate and provide services will certainly have a different look and feel. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, offers his perspective on what traditional companies should be mindful of when making the move online, and how they can make the most out of digital real estate. (Recorded June 23, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/open-for-online-business/detail.
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Throughout the course of the pandemic, Canadian investors may have been heavily focused on the stock market activity closer to home. Yet, there is a lot to be said for how markets are doing abroad, particularly in emerging market economies. Philippe Langham, Head, RBC Emerging Markets Equity, RBC Global Asset Management (UK) Limited, joins Dave for an overview of the latest developments in emerging markets equities. (Recorded June 19, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-eye-on-emerging-market-equities/detail.
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When it comes to investing, the only certainty is uncertainty. Last week, we saw a return to some of the volatility of earlier this year. Could it be that these continual highs and lows will be a permanent feature of our post-COVID future? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, talks to Dave about the factors causing this volatility at this time – from businesses restructuring to rapid government policy changes. He also explains how short-term volatility can sometimes help serve up long-term opportunities. (Recorded June 16, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/views-on-volatility/detail.
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We’ve seen the importance of ESG investing through the short-term lens of companies’ performance during this pandemic. Yet, Jeremy Richardson, Senior Portfolio Manager, Global Equity, RBC Global Asset Management (UK) Limited, suggests that it’s more about looking at how businesses have stepped up to their environmental, social, and governance responsibilities that will pay back over the long-run. (Recorded June 11, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/esg-covid-19-building-towards-long-term-value/detail.
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This pandemic has highlighted an urgent need for companies to respond to concerns over employee health and safety, supply chain risks, and business continuity planning, among others. Melanie Adams, Vice President and Head, Corporate Governance and Responsible Investment, RBC Global Asset Management, takes a look at the renewed importance around companies’ environmental, social, and governance (ESG) practices in the wake of COVID-19, and how the handling of these issues can help or hurt their performance in the long run. (Recorded June 10, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-spotlight-on-esg-during-covid-19/detail.
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From showing up early, to preparing and sticking to a list of necessities – managing portfolios is a lot like going shopping. Inspired by a recent trip to the hardware store, Stu Kedwell, Co-Head, North American Equities, discusses his portfolio construction process, and why it’s not only about identifying good companies to invest in, but also understanding what’s required for these companies’ share prices to be successful. (Recorded June 9, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shopping-for-successful-outcomes/detail.
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Habib Subjally, Senior Portfolio Manager and Head of Global Equities, RBC Global Asset Management (UK) Limited, joins Dave for a deep dive into how he and his team have managed portfolios throughout the current crisis, and what they are focusing on into recovery. He explains that his approach centers on a balance between navigating companies’ short-term survival today, and positioning for long-term prosperity in the future. (Recorded June 4, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflecting-on-global-equities-recovery/detail.
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This episode, we continue the discussion around quarterly earnings reports with a look at the results of Canada’s top banks. Stu Kedwell, Co-Head, North American Equities, details the three major themes he’s paying attention to affecting the financial sector as a whole, including banks’ capital positions, when their loan deferrals will end, and what their earnings power will be on the other side of this pandemic. (Recorded June 2, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-what-were-seeing-from-canadian-banks/detail.
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Earnings season kicked off on Tuesday, with Scotiabank reporting their results for the second quarter. Not surprisingly, the results speak to how heavily hit the Canadian financial industry has been during this pandemic. Globally, certain sectors are rebounding faster than others. For investors focused only at home, this may lead to missed opportunities. Stu Kedwell, Co-Head, North American Equities, shares how earnings season results highlight the importance of a well-diversified portfolio in this period of uneven recovery. (Recorded May 26, 2020)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-perspectives-on-an-uneven-recovery/detail.
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On Monday, both the Dow and S&P 500 saw their strongest rebounds since early March, due in part to recent news of a prospective coronavirus vaccine. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, breaks down the role of key players like Amazon, Microsoft, and Facebook in the rally. He also looks at how these positive developments in medicine and economic reemergence can potentially lead to opportunities in broader markets.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-the-us-stock-market-surge/detail.
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From declining oil prices to the economic shutdown, the Canadian dollar has faced a tough year so far. With the potential for bumpy roads ahead for the Loonie, what can investors expect going forward? Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to discuss her view on the Canadian dollar and how she manages currency exposures across her portfolios.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-canadian-currency/detail.
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While Q1 earnings reports of many Canadian and U.S. businesses may not reflect the full impact of COVID-19, there is still a lot to learn from these statements. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, covers some of the key trends to consider, including a focus on companies’ balance sheets.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-forecast-after-first-quarter-earnings/detail.
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In today’s episode, Dave and Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, reflect on takeaways shared by Warren Buffet during Berkshire Hathaway’s annual stakeholder meeting. They discuss Buffet’s optimism towards economic prosperity, and what we can learn from the master investor’s more cautious approach to buying this time around.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-we-can-learn-from-warren-buffett/detail.
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In the midst of this pandemic, headlines have been dominated with constant bad news. Yet despite all the negativity, markets remain resilient. With more bad news expected to come, could market reaction take a turn? Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts, and discusses how liquidity plays a key role.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-beyond-the-bad-news/detail.
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Recently, there is renewed optimism around high-yield bonds following the Fed's announcement of measures to help keep the market functioning. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, breaks down how she and her team are taking advantage of these opportunities to help position portfolios for long-term success.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/restored-hope-in-high-yield-bonds/detail.
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Dave is joined by RBC Global Asset Management’s Chief Economist, Eric Lascelles. Eric provides his current view on the economy during this rapidly-evolving event, including indicators of possible stabilization and steps towards gradual recovery.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-outlook-on-post-pandemic-recovery/detail.
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On Monday, U.S. crude oil futures fell into negative territory for the first time ever, with WTI Crude closing out the day at just over -$37 per barrel. Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, reflects on the significant drop in demand for oil amidst the crisis, and what the pandemic-induced sell-off could mean for energy stocks in the long-term.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-historic-hit-to-oil-prices/detail.
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In today’s episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to talk about her strategies to rebalance and reposition portfolios for success in both credit and stocks, as well as exploring the hidden opportunities within.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-focus-on-fixed-income-investments/detail.
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As the COVID-19 pandemic continues on, so does the rising number of job losses in both Canada and the U.S. While these numbers are unprecedented, Eric Lascelles, Chief Economist, RBC Global Asset Management, looks at the reasons why this recession may not last as long as those in the past.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-impact-amid-record-job-losses/detail.
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As a turbulent first quarter comes to a close, many companies have started to send out their earnings reports. Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management joins Dave to discuss the specifics that investors should look out for, and how much of an impact these results may have on the market.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q1-2020-earnings-reports-what-to-watch-for/detail.
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Dave and Sarah Riopelle, Vice-President and Senior Portfolio Manager, RBC Global Asset Management, take a step back and examine the economic environment before the current crisis hit. Sarah shares what she and her team are doing to help portfolios adjust to the uncertainty of this Black Swan event, and how a forward-thinking approach can help investors take advantage of the recovery when it comes.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-the-long-term-opportunities-during-short-term-shocks/detail.
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Does the recent market upturn mean brighter days ahead? Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his outlook. He also breaks down the factors to watch for that could point to a quicker economic recovery.
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-rally-insights-from-stu-kedwell/detail.
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In today’s episode, Dave is joined by Sarah Riopelle, Vice-President and Senior Portfolio Manager, RBC Global Asset Management. They look at how conservative portfolios are faring in this period of volatility, and discuss why diversification across all asset classes is key to staying the course.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook on the global economic impact of COVID-19.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Dagmara Fijalkowski, head of Global Fixed Income and Currencies, sits down with Dave Richardson to discuss her decades-long career in investment management. This includes her approach to managing fixed income and currencies and her dedication to continuous learning. She also discusses the importance of diversity within her team of over 40 members, all of whom play an important part in managing over $100 billion in fixed income assets.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook on the global economic impact of the Wuhan coronavirus relative to past pandemics. He also shares his expectations surrounding interest rates and inflation amidst growing concerns. (Recorded on February 19, 2020)
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
David Richardson sits down with Irene Fernando and Sarah Neilson, portfolio managers on RBC GAM's North American Equities team. Sarah and Irene have worked together for over a decade and share a common investment philosophy based on detailed scenario analysis.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Damon sits down with Dave Richardson to discuss his path to a purpose-driven life and the challenges and opportunities that helped him grow. Damon reflects on leadership and what it takes to build a world-class asset management team. He also speaks to the importance of diversity in creating exceptional teams.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss pullback in some of the economic risks he’s been concerned about, delving into interest rates and their good – and potentially dangerous – impact on the global economy.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Michael Kitt, Head of Real Estate Equity Investments joins David Richardson to discuss the opportunities for average investors to invest in real estate in the same way that large institutional investors like pension funds do. He also explains how real estate can fit within a traditional portfolio.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Melanie Adams, VP and Head, Corporate Governance and Responsible Investment, sits down with David Richardson to discuss what Responsible Investment and ESG mean, how investment managers integrate ESG analysis into their investment processes and how this can help manage risk and contribute to portfolio returns.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell, Senior Vice President and co-Head of North American Equities at RBC Global Asset Management, sits down with David Richardson and provides insight into his investment process, how to understand the way a business evolves over time, the value of investing in dividend-paying companies and the importance of following a consistent approach.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Dave Richardson sits down in Toronto with Sarah Riopelle, portfolio manager for RBC Portfolio Solutions, to discuss "home-country bias," the natural tendency of investors to invest the majority of their portfolios in domestic assets. Sarah explains the importance of global diversification in lowering a portfolio’s risk profile and opening it up to the wealth of investment opportunities that exist outside of Canada.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Dave Richardson sits down in London with Mike Reed, Partner and Senior Portfolio Manager at BlueBay Asset Management, to discuss his background and why it’s important for Canadians to consider investing in global and specialty fixed income.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook for the global economy and delve into the complicated workings of the ongoing trade relationship between the two biggest economies, the United States and China.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Dave Richardson sits down in London with Dominic Wallington, Senior Portfolio Manager & Head of European Equities at RBC Global Asset Management, to discuss his background and approach to managing money, particularly the value he places on a skeptical mindset.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Dave Richardson sits down in London with Jeremy Richardson to discuss what led Jeremy from accounting into the world of investments as Senior Portfolio Manager on the global equities team at RBC Global Asset Management, as well as factors that contribute to successful investing, including ESG.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Dave Richardson sits down in London with Brent David, Senior Portfolio Manager with BlueBay's emerging-markets debt team to discuss the value of diverse perspectives within an investment team and the strength and evolution of emerging-market debt as an asset class.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Dave Richardson catches up with RBC's emerging market (EM) equity portfolio manager Phil Langham in London to discuss what factors drove the weakness in EM equities in 2018 and his outlook for this asset class for the remainder of 2019 and into the next decade.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
David Riley, Chief Investment Strategist at BlueBay Asset Management, sits down with Dave Richardson in London, England, to discuss his long and varied career before joining BlueBay. He also explains how the dynamic, collaborative investment-management culture at BlueBay works to deliver performance and value to clients. David also provides some on-the-ground insight into the political drama surrounding Brexit negotiations and their long-term impact on the British economy.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles, Chief Economist at RBC Global Asset Management sits down with Dave Richardson to discuss what happened in the global economy in 2018 and to provide his outlook for interest rates, market volatility and global growth in 2019.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles, Chief Economist at RBC Global Asset Management sits down with Dave Richardson to discuss his background in economics and his current role as Chief Economist for RBC Global Asset Management.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Central banks around the world are on the path to normalizing interest rates, corporate earnings across regions are continuing to grow, and the prospect of higher volatility in global equity markets is increasing. Pierre-Henri de Monts de Savasse of BlueBay Asset Management explains the role that convertible bonds can play in a diversified portfolio, particularly in the current investment environment. Convertible bonds, he points out, allow investors to maintain a positive equity view while at the same time enjoying the protection that bonds can offer.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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Dan Chornous, Chief Investment Officer at RBC Global Asset Management sits down with Dave Richardson to share his thoughts on the personality traits that he feels contribute to success in leading a large global team of investment professionals.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Sarah sits down with Dave Richardson to discuss her personal commitment to the funds she manages, the sophistication of portfolio solutions and the strength of the investment team that supports her. She also shares her thoughts on the importance of diversity in the financial industry.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Fostering a learning environment to grow together is a team priority, which means confronting weakness and challenging each other. But to truly develop and nurture a culture of learning, we need to create a space where it's safe to admit errors in judgement.
Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team in London join host Simon Gregory discuss team processes, highlighting the importance of sharing lessons on losses with the team to ensure future wins.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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At RBC GAM, we know that standing out as a business is about more than performance. It's about employee talent and commitment, sound business models and client/partner prioritization that really help drive long-term value.
Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team in London join host Simon Gregory to discuss teambuilding, delve into their team's philosophy and analyze how this philosophy works its way into the investment process.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
Sports and business are equally competitive - they're industries where people want to win. Habib Subjally, Jeremy Richardson and Simon Gregory from the RBC GAM Global Equity team in London explore the crossover between approaches to leadership in sports and in investment management, as well as the lessons each can learn from the other.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
Running global portfolios is a team activity - what the team does dictates whether we succeed or fail. We know that deep industry knowledge and effective decision-making are key in investment management.
Tune in to hear Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team join host Simon Gregory in London talk about building a balanced, collaborative team.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
Every year, companies ask shareholders to vote on certain proposals. Whether it's for global issues, such as gender diversity and equal opportunity, or company-specific concerns, such as executive compensation - over 90% of votes are cast during proxy season in favour of the changes posed to company shareholders. So, with such agreement, why is proxy voting an issue?
Habib Subjally, Ben Yeoh and Jeremy Richardson of the RBC GAM Global Equity team in London discuss the importance of portfolio managers engaging with companies and voting responsibly.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
Does Canadians' 'home-country bias' when it comes to investing mean they are missing out on global opportunities, including emerging market equities? Phil Langham and Laurence Bensafi join Dave Richardson to explore opportunities within this evolving asset class as well as the importance of diversity, both for portfolios and team dynamics.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Are there certain times during the economic cycle that investing in gold makes more sense than others? Gold and gold equities have largely flown under the investment radar over the last few years, but is it time to take another look at gold? Dave Richardson sits down with Chris Beer and Brahm Spilfogel to discuss what makes gold tick and their non-traditional team dynamic.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Dave Richardson sits down with Habib Subjally, our Senior Portfolio Manager and Head of Global Equities in London, to talk about the effects of technological advancements in our industry, the importance of social capital and how trust plays a large role in the structure of his team.
To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.
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