The Download with David Richardson https://www.rbcgam.com/en/ca/insights/podcasts en-us ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © RBC Global Asset Management Inc., 2026 The Download with David Richardson 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. 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 RBC GAM Podcasts rbcgampodcasts@rbc.com false Fixed income finds its footing again? RBC Global Asset Management (RBC GAM) Steve Pitts breaks down the Bank of Canada's latest rate hike, credit spreads, and emerging market opportunities. He also explains where bonds can fit into portfolios today, by offering attractive yields and a steady offset to equity market risk. Steve Pitts breaks down the Bank of Canada's latest rate hike, credit spreads, and emerging market opportunities. He also explains where bonds can fit into portfolios today, by offering attractive yields and a steady offset to equity market risk. (Recorded: November 3, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-finds-its-footing-again/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Steve Pitts breaks down the Bank of Canada's latest rate hike, credit spreads, and emerging market opportunities. He also explains where bonds can fit into portfolios today, by offering attractive yields and a steady offset to equity market risk. (Recorded: November 3, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-finds-its-footing-again/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-finds-its-footing-again/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-finds-its-footing-again/detail/?disclaimer=true Tue, 03 Nov 2026 12:00:00 GMT 34:23 false Separating AI winners from losers today RBC Global Asset Management (RBC GAM) Stu Kedwell shares how his team applies disciplined scenario analysis to the AI investment landscape, from token consumption trends to hyperscaler capital returns. He explains why the shift from everyone winning to identifying true winners and losers marks an important stage in the AI investment cycle. Stu Kedwell shares how his team applies disciplined scenario analysis to the AI investment landscape, from token consumption trends to hyperscaler capital returns. He explains why the shift from everyone winning to identifying true winners and losers marks an important stage in the AI investment cycle. (Recorded: October 27, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/separating-ai-winners-from-losers-today/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell shares how his team applies disciplined scenario analysis to the AI investment landscape, from token consumption trends to hyperscaler capital returns. He explains why the shift from everyone winning to identifying true winners and losers marks an important stage in the AI investment cycle. (Recorded: October 27, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/separating-ai-winners-from-losers-today/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/separating-ai-winners-from-losers-today/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/separating-ai-winners-from-losers-today/detail/?disclaimer=true Tue, 27 Oct 2026 12:00:00 GMT 25:28 false When ‘boring’ stocks get exciting RBC Global Asset Management (RBC GAM) Stu Kedwell discusses U.S. bank earnings, market shifts and the overlooked stocks making quiet comebacks. He also shares how diversifying with bonds protects your portfolio when stocks take a hit. Stu Kedwell discusses U.S. bank earnings, market shifts and the overlooked stocks making quiet comebacks. He also shares how diversifying with bonds protects your portfolio when stocks take a hit. (Recorded: October 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-boring-stocks-get-exciting/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses U.S. bank earnings, market shifts and the overlooked stocks making quiet comebacks. He also shares how diversifying with bonds protects your portfolio when stocks take a hit. (Recorded: October 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-boring-stocks-get-exciting/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/when-boring-stocks-get-exciting/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/when-boring-stocks-get-exciting/detail/?disclaimer=true Thu, 22 Oct 2026 12:00:00 GMT 21:48 false Currency cycles and the overvalued U.S. dollar RBC Global Asset Management (RBC GAM) Dan Mitchell explains why the U.S. dollar sits at peak valuation levels despite growing fiscal concerns. He discusses how emerging market currencies may benefit from a weaker U.S. dollar and the factors that suggest currency cycles may be turning after an extended period of dollar strength. Dan Mitchell explains why the U.S. dollar sits at peak valuation levels despite growing fiscal concerns. He discusses how emerging market currencies may benefit from a weaker U.S. dollar and the factors that suggest currency cycles may be turning after an extended period of dollar strength. (Recorded: October 21, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/currency-cycles-and-the-overvalued-us-dollar/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Dan Mitchell explains why the U.S. dollar sits at peak valuation levels despite growing fiscal concerns. He discusses how emerging market currencies may benefit from a weaker U.S. dollar and the factors that suggest currency cycles may be turning after an extended period of dollar strength. (Recorded: October 21, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/currency-cycles-and-the-overvalued-us-dollar/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/currency-cycles-and-the-overvalued-us-dollar/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/currency-cycles-and-the-overvalued-us-dollar/detail/?disclaimer=true Wed, 21 Oct 2026 12:00:00 GMT 29:31 false Where does inflation go from here? RBC Global Asset Management (RBC GAM) Eric Lascelles reviews September inflation data and what the path forward for rates could look like. He also weighs in on what the U.S. midterm election results might mean for the economy and your portfolio. Eric Lascelles reviews September inflation data and what the path forward for rates could look like. He also weighs in on what the U.S. midterm election results might mean for the economy and your portfolio. (Recorded: October 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-does-inflation-go-from-here/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles reviews September inflation data and what the path forward for rates could look like. He also weighs in on what the U.S. midterm election results might mean for the economy and your portfolio. (Recorded: October 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-does-inflation-go-from-here/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/where-does-inflation-go-from-here/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/where-does-inflation-go-from-here/detail/?disclaimer=true Fri, 16 Oct 2026 12:00:00 GMT 22:22 false High rates, cooling AI: what it means for you RBC Global Asset Management (RBC GAM) Stu Kedwell unpacks a market in transition as bond yields rise and AI momentum cools. He shares explains why perfect market timing matters less than steady positioning and practical steps investors can take right now. Stu Kedwell unpacks a market in transition as bond yields rise and AI momentum cools. He shares explains why perfect market timing matters less than steady positioning and practical steps investors can take right now. (Recorded: October 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/high-rates-cooling-ai-what-it-means-for-you/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell unpacks a market in transition as bond yields rise and AI momentum cools. He shares explains why perfect market timing matters less than steady positioning and practical steps investors can take right now. (Recorded: October 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/high-rates-cooling-ai-what-it-means-for-you/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/high-rates-cooling-ai-what-it-means-for-you/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/high-rates-cooling-ai-what-it-means-for-you/detail/?disclaimer=true Fri, 16 Oct 2026 12:00:00 GMT 18:37 false Finding opportunity in rising bond yields RBC Global Asset Management (RBC GAM) Sarah Riopelle explains how a rising bond yield environment can create a buying opportunity. She discusses her equity outlook, and why managing risk carefully and adding alternatives can help to diversify returns through market cycles. Unless specified, returns refer to RBC Select Balanced Portfolio as of September 30, 2026.Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 9.3%; 3yr: 13.8%; 5yr: 6.6% and 10yr: 6.7%. Sarah Riopelle explains how a rising bond yield environment can create a buying opportunity. She discusses her equity outlook, and why managing risk carefully and adding alternatives can help to diversify returns through market cycles. Unless specified, returns refer to RBC Select Balanced Portfolio as of September 30, 2026.Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 9.3%; 3yr: 13.8%; 5yr: 6.6% and 10yr: 6.7%. (Recorded: October 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-opportunity-in-rising-bond-yields/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle explains how a rising bond yield environment can create a buying opportunity. She discusses her equity outlook, and why managing risk carefully and adding alternatives can help to diversify returns through market cycles. Unless specified, returns refer to RBC Select Balanced Portfolio as of September 30, 2026.Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 9.3%; 3yr: 13.8%; 5yr: 6.6% and 10yr: 6.7%. (Recorded: October 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-opportunity-in-rising-bond-yields/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/finding-opportunity-in-rising-bond-yields/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/finding-opportunity-in-rising-bond-yields/detail/?disclaimer=true Fri, 09 Oct 2026 12:00:00 GMT 25:28 false Energy, earnings, and the case for Canada RBC Global Asset Management (RBC GAM) Scott Lysakowski unpacks the concentration behind TSX returns. He shares how new energy projects and policy shifts ripple through the economy, and what they could mean for earnings growth and long-term opportunity. Scott Lysakowski unpacks the concentration behind TSX returns. He shares how new energy projects and policy shifts ripple through the economy, and what they could mean for earnings growth and long-term opportunity. (Recorded: October 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-earnings-and-the-case-for-canada/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Scott Lysakowski unpacks the concentration behind TSX returns. He shares how new energy projects and policy shifts ripple through the economy, and what they could mean for earnings growth and long-term opportunity. (Recorded: October 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-earnings-and-the-case-for-canada/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/energy-earnings-and-the-case-for-canada/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/energy-earnings-and-the-case-for-canada/detail/?disclaimer=true Fri, 09 Oct 2026 12:00:00 GMT 43:59 false Soft jobs, rising yields: breaking down the economy RBC Global Asset Management (RBC GAM) Eric Lascelles digs into a soft U.S. jobs report and explains why cooler numbers can be a good thing when inflation runs too hot. Eric also explores why Canadian productivity could be turning a corner.  Eric Lascelles digs into a soft U.S. jobs report and explains why cooler numbers can be a good thing when inflation runs too hot. Eric also explores why Canadian productivity could be turning a corner.  (Recorded: October 5, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-jobs-rising-yields-breaking-down-the-economy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles digs into a soft U.S. jobs report and explains why cooler numbers can be a good thing when inflation runs too hot. Eric also explores why Canadian productivity could be turning a corner.  (Recorded: October 5, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-jobs-rising-yields-breaking-down-the-economy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/soft-jobs-rising-yields-breaking-down-the-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/soft-jobs-rising-yields-breaking-down-the-economy/detail/?disclaimer=true Mon, 05 Oct 2026 12:00:00 GMT 32:34 false Leading through change with Neil McLaughlin RBC Global Asset Management (RBC GAM) Neil McLaughlin shares how broad career experience shapes strong leadership at RBC. He and Dave talk young investors and why advisors still matter in an AI world.  Neil McLaughlin shares how broad career experience shapes strong leadership at RBC. He and Dave talk young investors and why advisors still matter in an AI world.  (Recorded: September 24, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/leading-through-change-with-neil-mclaughlin/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Neil McLaughlin shares how broad career experience shapes strong leadership at RBC. He and Dave talk young investors and why advisors still matter in an AI world.  (Recorded: September 24, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/leading-through-change-with-neil-mclaughlin/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/leading-through-change-with-neil-mclaughlin/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/leading-through-change-with-neil-mclaughlin/detail/?disclaimer=true Thu, 24 Sep 2026 12:00:00 GMT 16:53 false The good, the bad, and the ugly in today's market RBC Global Asset Management (RBC GAM) Christian Chiera maps the forces pulling markets in opposite directions right now. He explains how massive AI spending, stubborn inflation, and Canada's growth are shaping the investment landscape.  Christian Chiera maps the forces pulling markets in opposite directions right now. He explains how massive AI spending, stubborn inflation, and Canada's growth are shaping the investment landscape.  (Recorded: September 18, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-good-the-bad-and-the-ugly-in-todays-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Christian Chiera maps the forces pulling markets in opposite directions right now. He explains how massive AI spending, stubborn inflation, and Canada's growth are shaping the investment landscape.  (Recorded: September 18, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-good-the-bad-and-the-ugly-in-todays-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/the-good-the-bad-and-the-ugly-in-todays-market/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-good-the-bad-and-the-ugly-in-todays-market/detail/?disclaimer=true Fri, 18 Sep 2026 12:00:00 GMT 34:48 false The Fed, yields, and Canada's capital push RBC Global Asset Management (RBC GAM) Stu Kedwell unpacks the Fed's rate move and takeaways from the first Canada Investment Summit. He also shares how investors can stay grounded when the short-term picture feels uncertain.  Stu Kedwell unpacks the Fed's rate move and takeaways from the first Canada Investment Summit. He also shares how investors can stay grounded when the short-term picture feels uncertain.  (Recorded: September 18, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-yields-and-canadas-capital-push/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell unpacks the Fed's rate move and takeaways from the first Canada Investment Summit. He also shares how investors can stay grounded when the short-term picture feels uncertain.  (Recorded: September 18, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-yields-and-canadas-capital-push/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-yields-and-canadas-capital-push/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-yields-and-canadas-capital-push/detail/?disclaimer=true Fri, 18 Sep 2026 12:00:00 GMT 26:52 false How portfolio managers navigate market volatility RBC Global Asset Management (RBC GAM) Stu Kedwell explains why portfolio managers focus on company balance sheets and scenario planning rather than reacting to tariff headlines. He discusses how rising bond yields and higher coupons are creating opportunities for investors willing to look past short-term market noise.  Stu Kedwell explains why portfolio managers focus on company balance sheets and scenario planning rather than reacting to tariff headlines. He discusses how rising bond yields and higher coupons are creating opportunities for investors willing to look past short-term market noise.  (Recorded: September 13, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-portfolio-managers-navigate-market-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell explains why portfolio managers focus on company balance sheets and scenario planning rather than reacting to tariff headlines. He discusses how rising bond yields and higher coupons are creating opportunities for investors willing to look past short-term market noise.  (Recorded: September 13, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-portfolio-managers-navigate-market-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/how-portfolio-managers-navigate-market-volatility/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/how-portfolio-managers-navigate-market-volatility/detail/?disclaimer=true Sun, 13 Sep 2026 12:00:00 GMT 24:39 false Jobs, tariffs, and rate decisions across borders RBC Global Asset Management (RBC GAM) Eric Lascelles walks us through a strong U.S. jobs report and a choppy Canadian one. He shares his outlook on tariffs, inflation, and where interest rates may head.  Eric Lascelles walks us through a strong U.S. jobs report and a choppy Canadian one. He shares his outlook on tariffs, inflation, and where interest rates may head.  (Recorded: September 10, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-rate-decisions-across-borders/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles walks us through a strong U.S. jobs report and a choppy Canadian one. He shares his outlook on tariffs, inflation, and where interest rates may head.  (Recorded: September 10, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-rate-decisions-across-borders/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-rate-decisions-across-borders/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-rate-decisions-across-borders/detail/?disclaimer=true Thu, 10 Sep 2026 12:00:00 GMT 28:16 false From pipelines to data centres: inside Canada's energy transformation RBC Global Asset Management (RBC GAM) Sarah Nielsen, Co-Head of North American Equities, brings a fresh perspective from the Calgary Stampede. She breaks down why midstream, liquefied natural gas, nuclear, and Alberta's first gigawatt data centre make the case for energy in your portfolio.  Sarah Nielsen, Co-Head of North American Equities, brings a fresh perspective from the Calgary Stampede. She breaks down why midstream, liquefied natural gas, nuclear, and Alberta's first gigawatt data centre make the case for energy in your portfolio.  (Recorded: July 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Nielsen, Co-Head of North American Equities, brings a fresh perspective from the Calgary Stampede. She breaks down why midstream, liquefied natural gas, nuclear, and Alberta's first gigawatt data centre make the case for energy in your portfolio.  (Recorded: July 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true Thu, 23 Jul 2026 12:00:00 GMT 29:42 false The difference between momentum and quality RBC Global Asset Management (RBC GAM) Stu Kedwell breaks down how to balance quality and momentum in a market shaped by sharp rotations, AI spending shifts, and signals from U.S. bank earnings.  Stu Kedwell breaks down how to balance quality and momentum in a market shaped by sharp rotations, AI spending shifts, and signals from U.S. bank earnings.  (Recorded: July 20, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell breaks down how to balance quality and momentum in a market shaped by sharp rotations, AI spending shifts, and signals from U.S. bank earnings.  (Recorded: July 20, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true Mon, 20 Jul 2026 12:00:00 GMT 33:36 false How tactical thinking wins in volatile markets RBC Global Asset Management (RBC GAM) Sarah Riopelle joins Dave to share her mid-year outlook on stocks, bonds, and the Iran war's impact on markets. She makes a clear case for diversification and explains recent activity within the portfolios.  Sarah Riopelle joins Dave to share her mid-year outlook on stocks, bonds, and the Iran war's impact on markets. She makes a clear case for diversification and explains recent activity within the portfolios.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle joins Dave to share her mid-year outlook on stocks, bonds, and the Iran war's impact on markets. She makes a clear case for diversification and explains recent activity within the portfolios.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true Tue, 14 Jul 2026 12:00:00 GMT 19:54 false What's powering Canada's equity markets now? RBC Global Asset Management (RBC GAM) Scott Lysakowski joins us for a mid-year review of Canadian markets and what's ahead. We explore why gold stocks corrected despite still-high prices, how energy companies remain profitable even as oil settles and what's driving bank stocks. Scott explains why earnings growth matters more than multiple expansion and shares his optimistic outlook for Canada's role in global energy markets.  Scott Lysakowski joins us for a mid-year review of Canadian markets and what's ahead. We explore why gold stocks corrected despite still-high prices, how energy companies remain profitable even as oil settles and what's driving bank stocks. Scott explains why earnings growth matters more than multiple expansion and shares his optimistic outlook for Canada's role in global energy markets.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Scott Lysakowski joins us for a mid-year review of Canadian markets and what's ahead. We explore why gold stocks corrected despite still-high prices, how energy companies remain profitable even as oil settles and what's driving bank stocks. Scott explains why earnings growth matters more than multiple expansion and shares his optimistic outlook for Canada's role in global energy markets.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true Tue, 14 Jul 2026 12:00:00 GMT 50:59 false When job numbers don't add up RBC Global Asset Management (RBC GAM) Chief Economist Eric Lascelles joins us to interpret confusing employment data from the U.S. labour market. We dig into why hospitality jobs dropped during the World Cup, how tech companies are cutting workers while data centres boom, and what this all means for interest rates ahead. This conversation reveals why looking at trends matters more than any single report.  Chief Economist Eric Lascelles joins us to interpret confusing employment data from the U.S. labour market. We dig into why hospitality jobs dropped during the World Cup, how tech companies are cutting workers while data centres boom, and what this all means for interest rates ahead. This conversation reveals why looking at trends matters more than any single report.  (Recorded: July 3, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-job-numbers-dont-add-up/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Chief Economist Eric Lascelles joins us to interpret confusing employment data from the U.S. labour market. We dig into why hospitality jobs dropped during the World Cup, how tech companies are cutting workers while data centres boom, and what this all means for interest rates ahead. This conversation reveals why looking at trends matters more than any single report.  (Recorded: July 3, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-job-numbers-dont-add-up/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/when-job-numbers-dont-add-up/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/when-job-numbers-dont-add-up/detail/?disclaimer=true Fri, 03 Jul 2026 12:00:00 GMT 25:14 false Smart investing in tech, AI, and healthcare RBC Global Asset Management (RBC GAM) Rob Cavallo and Marcello Montanari break down what's happening in tech and biotech sectors right now. They explain why companies investing billions in AI actually have solid profits backing those decisions, reveal where AI is already delivering real results like in advertising and coding, and discuss why diversification in both healthcare and tech stocks adds value to your portfolio. Rob Cavallo and Marcello Montanari break down what's happening in tech and biotech sectors right now. They explain why companies investing billions in AI actually have solid profits backing those decisions, reveal where AI is already delivering real results like in advertising and coding, and discuss why diversification in both healthcare and tech stocks adds value to your portfolio. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Rob Cavallo and Marcello Montanari break down what's happening in tech and biotech sectors right now. They explain why companies investing billions in AI actually have solid profits backing those decisions, reveal where AI is already delivering real results like in advertising and coding, and discuss why diversification in both healthcare and tech stocks adds value to your portfolio. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true Thu, 02 Jul 2026 12:00:00 GMT 53:28 false Capital cycles and long-term returns RBC Global Asset Management (RBC GAM) Stu Kedwell explains how big capital spending creates temporary earnings surges. These spikes can confuse investors trying to assess the outlook for long-term growth. Next year's growth depends on spending staying constant or increasing significantly. Stu Kedwell explains how big capital spending creates temporary earnings surges. These spikes can confuse investors trying to assess the outlook for long-term growth. Next year's growth depends on spending staying constant or increasing significantly. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell explains how big capital spending creates temporary earnings surges. These spikes can confuse investors trying to assess the outlook for long-term growth. Next year's growth depends on spending staying constant or increasing significantly. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true Thu, 02 Jul 2026 12:00:00 GMT 19:51 false Oil, inflation and the bond market reset RBC Global Asset Management (RBC GAM) Steve Pitts breaks down how oil prices dropped $50 a barrel after the ceasefire, easing inflation concerns and shifting market expectations for central bank rate hikes. The U.S. Federal Reserve's new chair signaled a commitment to controlling inflation. This has caused inflation expectations in the bond market to fall dramatically.  Steve Pitts breaks down how oil prices dropped $50 a barrel after the ceasefire, easing inflation concerns and shifting market expectations for central bank rate hikes. The U.S. Federal Reserve's new chair signaled a commitment to controlling inflation. This has caused inflation expectations in the bond market to fall dramatically.  (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Steve Pitts breaks down how oil prices dropped $50 a barrel after the ceasefire, easing inflation concerns and shifting market expectations for central bank rate hikes. The U.S. Federal Reserve's new chair signaled a commitment to controlling inflation. This has caused inflation expectations in the bond market to fall dramatically.  (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true Thu, 02 Jul 2026 12:00:00 GMT 39:12 false Goals and yields: how geopolitics and productivity are reshaping bonds RBC Global Asset Management (RBC GAM) Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., joins Dave to discuss how geopolitics, AI adoption, and inflation are reshaping bond markets. He also shares a cautious but constructive outlook for fixed income in 2027.  Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., joins Dave to discuss how geopolitics, AI adoption, and inflation are reshaping bond markets. He also shares a cautious but constructive outlook for fixed income in 2027.  (Recorded: June 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., joins Dave to discuss how geopolitics, AI adoption, and inflation are reshaping bond markets. He also shares a cautious but constructive outlook for fixed income in 2027.  (Recorded: June 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true Tue, 23 Jun 2026 12:00:00 GMT 34:38 false Energy wars, rising prices and market resilience RBC Global Asset Management (RBC GAM) Eric Lascelles unpacks recent inflation data and the economic forces affecting investors. He breaks down energy shocks, job markets, artificial intelligence and how these forces could shape your investments.  Eric Lascelles unpacks recent inflation data and the economic forces affecting investors. He breaks down energy shocks, job markets, artificial intelligence and how these forces could shape your investments.  (Recorded: June 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles unpacks recent inflation data and the economic forces affecting investors. He breaks down energy shocks, job markets, artificial intelligence and how these forces could shape your investments.  (Recorded: June 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true Fri, 12 Jun 2026 12:00:00 GMT 34:55 false Banking on balance: navigating tech booms and market extremes RBC Global Asset Management (RBC GAM) Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true Tue, 09 Jun 2026 12:00:00 GMT 35:04 false Tactical timing in a volatile market RBC Global Asset Management (RBC GAM) Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true Fri, 29 May 2026 12:00:00 GMT 23:14 false Geopolitical shocks and bond market volatility RBC Global Asset Management (RBC GAM) Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true Tue, 26 May 2026 12:00:00 GMT 31:58 false The shifting Canadian narrative: from underperformance to opportunity RBC Global Asset Management (RBC GAM) Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true Fri, 22 May 2026 12:00:00 GMT 52:48 false Foundations for investing in today's markets RBC Global Asset Management (RBC GAM) Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  (Recorded: May 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  (Recorded: May 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true Tue, 12 May 2026 12:00:00 GMT 48:17 false Jobs, war and the resilient North American economy RBC Global Asset Management (RBC GAM) Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world.  Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world.  (Recorded: May 11, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world.  (Recorded: May 11, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true Mon, 11 May 2026 12:00:00 GMT 19:47 false Market recovery, AI breakthroughs, and what it means for you RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week.  Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week.  (Recorded: April 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week.  (Recorded: April 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true Wed, 29 Apr 2026 12:00:00 GMT 28:52 false Energy shock, steady markets: what comes next? RBC Global Asset Management (RBC GAM) Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals.  Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true Wed, 08 Apr 2026 12:00:00 GMT 40:41 false Why investment discipline matters across all market cycles RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the keys to portfolio planning during uncertain times, from diversification to making regular contributions. Stu also explains how long-term thinking can help to shift market fears into opportunity and allow you to keep the focus on reaching your investment goals.  Stu Kedwell discusses the keys to portfolio planning during uncertain times, from diversification to making regular contributions. Stu also explains how long-term thinking can help to shift market fears into opportunity and allow you to keep the focus on reaching your investment goals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the keys to portfolio planning during uncertain times, from diversification to making regular contributions. Stu also explains how long-term thinking can help to shift market fears into opportunity and allow you to keep the focus on reaching your investment goals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true Wed, 08 Apr 2026 12:00:00 GMT 20:54 false Building smart portfolios in a changing world RBC Global Asset Management (RBC GAM) Join Dave Richardson and Stu Kedwell as they break down how smart investing can work for you during unpredictable times. Stu also shares how professional money managers think through the investment process differently, from reading market signals to spotting overlooked opportunities.  Join Dave Richardson and Stu Kedwell as they break down how smart investing can work for you during unpredictable times. Stu also shares how professional money managers think through the investment process differently, from reading market signals to spotting overlooked opportunities.  (Recorded: April 6, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Join Dave Richardson and Stu Kedwell as they break down how smart investing can work for you during unpredictable times. Stu also shares how professional money managers think through the investment process differently, from reading market signals to spotting overlooked opportunities.  (Recorded: April 6, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true Mon, 06 Apr 2026 12:00:00 GMT 45:08 false Market insights: opportunity in geopolitical uncertainty RBC Global Asset Management (RBC GAM) Stu Kedwell shares practical strategies for investors facing today's complex markets. Stu also explains how dollar-cost averaging can help to strengthen portfolios and build long-term value as markets continue to fluctuate.  Stu Kedwell shares practical strategies for investors facing today's complex markets. Stu also explains how dollar-cost averaging can help to strengthen portfolios and build long-term value as markets continue to fluctuate.  (Recorded: April 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-insights-opportunity-in-geopolitical-uncertainty/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell shares practical strategies for investors facing today's complex markets. Stu also explains how dollar-cost averaging can help to strengthen portfolios and build long-term value as markets continue to fluctuate.  (Recorded: April 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-insights-opportunity-in-geopolitical-uncertainty/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/market-insights-opportunity-in-geopolitical-uncertainty/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-insights-opportunity-in-geopolitical-uncertainty/detail/?disclaimer=true Thu, 02 Apr 2026 12:00:00 GMT 21:44 false Active investing in uncertain times RBC Global Asset Management (RBC GAM) Sarah Riopelle explores how she actively repositions the portfolios she manages as economic data changes, why the 60/40 portfolio still delivers. She also explains why viewing market uncertainty as an opportunity instead of something to be feared keeps you on track toward your long-term goals.  Unless specified, returns refer to RBC Select Balanced Portfolio as of February 28, 2026. Standard Performance data for Series A RBC Select Balanced Portfolio is 1 yr: 9.2%; 3 yr: 12.5%; 5 yr: 7.0%; 10 yr: 7.3%.   Please consult your advisor and read the prospectus and Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns for the periods indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers in Canada. Sarah Riopelle explores how she actively repositions the portfolios she manages as economic data changes, why the 60/40 portfolio still delivers. She also explains why viewing market uncertainty as an opportunity instead of something to be feared keeps you on track toward your long-term goals.  Unless specified, returns refer to RBC Select Balanced Portfolio as of February 28, 2026. Standard Performance data for Series A RBC Select Balanced Portfolio is 1 yr: 9.2%; 3 yr: 12.5%; 5 yr: 7.0%; 10 yr: 7.3%.   Please consult your advisor and read the prospectus and Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns for the periods indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers in Canada. (Recorded: March 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-investing-in-uncertain-times/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle explores how she actively repositions the portfolios she manages as economic data changes, why the 60/40 portfolio still delivers. She also explains why viewing market uncertainty as an opportunity instead of something to be feared keeps you on track toward your long-term goals.  Unless specified, returns refer to RBC Select Balanced Portfolio as of February 28, 2026. Standard Performance data for Series A RBC Select Balanced Portfolio is 1 yr: 9.2%; 3 yr: 12.5%; 5 yr: 7.0%; 10 yr: 7.3%.   Please consult your advisor and read the prospectus and Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns for the periods indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers in Canada. (Recorded: March 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-investing-in-uncertain-times/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/active-investing-in-uncertain-times/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/active-investing-in-uncertain-times/detail/?disclaimer=true Thu, 26 Mar 2026 12:00:00 GMT 27:35 false Beyond the headlines: why a long-term strategy can still win RBC Global Asset Management (RBC GAM) Dave Richardson and Stu Kedwell break down what geopolitical tensions mean for your portfolio and why markets may be pricing in a recovery too quickly. They discuss where real risks hide, how to spot opportunities in uncertainty, and why a long-term plan still beats reacting to headlines.  Dave Richardson and Stu Kedwell break down what geopolitical tensions mean for your portfolio and why markets may be pricing in a recovery too quickly. They discuss where real risks hide, how to spot opportunities in uncertainty, and why a long-term plan still beats reacting to headlines.  (Recorded: March 19, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beyond-the-headlines-why-a-long-term-strategy-can-still-win/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Dave Richardson and Stu Kedwell break down what geopolitical tensions mean for your portfolio and why markets may be pricing in a recovery too quickly. They discuss where real risks hide, how to spot opportunities in uncertainty, and why a long-term plan still beats reacting to headlines.  (Recorded: March 19, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beyond-the-headlines-why-a-long-term-strategy-can-still-win/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/beyond-the-headlines-why-a-long-term-strategy-can-still-win/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/beyond-the-headlines-why-a-long-term-strategy-can-still-win/detail/?disclaimer=true Thu, 19 Mar 2026 12:00:00 GMT 17:12 false Energy, opportunity, and the power of active management RBC Global Asset Management (RBC GAM) Join Dave Richardson and Sarah Neilson as they break down rapid market swings across energy, gold, and commodities. Sarah shares how active managers stay grounded in uncertainty through scenario planning, and why volatility can create opportunities for prepared investors.  Join Dave Richardson and Sarah Neilson as they break down rapid market swings across energy, gold, and commodities. Sarah shares how active managers stay grounded in uncertainty through scenario planning, and why volatility can create opportunities for prepared investors.  (Recorded: March 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-opportunity-and-the-power-of-active-management/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Join Dave Richardson and Sarah Neilson as they break down rapid market swings across energy, gold, and commodities. Sarah shares how active managers stay grounded in uncertainty through scenario planning, and why volatility can create opportunities for prepared investors.  (Recorded: March 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-opportunity-and-the-power-of-active-management/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/energy-opportunity-and-the-power-of-active-management/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/energy-opportunity-and-the-power-of-active-management/detail/?disclaimer=true Mon, 16 Mar 2026 12:00:00 GMT 37:06 false Navigating oil shocks and volatility RBC Global Asset Management (RBC GAM) Eric Lascelles breaks down the economic impact of the Iran conflict and rising oil prices. He explores how energy disruptions affect different regions, what it means for inflation and jobs, and why this volatility creates both challenges and opportunities for investors.  Eric Lascelles breaks down the economic impact of the Iran conflict and rising oil prices. He explores how energy disruptions affect different regions, what it means for inflation and jobs, and why this volatility creates both challenges and opportunities for investors.  (Recorded: March 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-oil-shocks-and-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles breaks down the economic impact of the Iran conflict and rising oil prices. He explores how energy disruptions affect different regions, what it means for inflation and jobs, and why this volatility creates both challenges and opportunities for investors.  (Recorded: March 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-oil-shocks-and-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/navigating-oil-shocks-and-volatility/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/navigating-oil-shocks-and-volatility/detail/?disclaimer=true Mon, 09 Mar 2026 12:00:00 GMT 32:23 false Shots on goal: why consistency beats luck in investing RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the early 2026 market volatility driven by artificial intelligence and its implications for businesses across sectors. Using Team Canada’s Olympic hockey performance as an analogy, Stu also explains how maintaining a consistent, disciplined process - like a hockey team that shoots more pucks - will eventually deliver results despite short-term setbacks.  Stu Kedwell discusses the early 2026 market volatility driven by artificial intelligence and its implications for businesses across sectors. Using Team Canada’s Olympic hockey performance as an analogy, Stu also explains how maintaining a consistent, disciplined process - like a hockey team that shoots more pucks - will eventually deliver results despite short-term setbacks.  (Recorded: February 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shots-on-goal-why-consistency-beats-luck-in-investing/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the early 2026 market volatility driven by artificial intelligence and its implications for businesses across sectors. Using Team Canada’s Olympic hockey performance as an analogy, Stu also explains how maintaining a consistent, disciplined process - like a hockey team that shoots more pucks - will eventually deliver results despite short-term setbacks.  (Recorded: February 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shots-on-goal-why-consistency-beats-luck-in-investing/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/shots-on-goal-why-consistency-beats-luck-in-investing/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/shots-on-goal-why-consistency-beats-luck-in-investing/detail/?disclaimer=true Thu, 26 Feb 2026 12:00:00 GMT 19:16 false Responsible investment: five key trends for 2026 RBC Global Asset Management (RBC GAM) Melanie Adams discusses trends shaping the responsible investment landscape, including artificial intelligence, shifts in defense stock perspectives globally but particularly in Europe, U.S. shareholder voting rights protection, climate adaptation acceleration, and human rights considerations. Melanie also highlights the role of active stewardship in enabling meaningful engagement between investment teams and senior management at investee companies on ESG issues year-round.  This podcast includes information related to RBC GAM’s approach to responsible investment. This approach does not apply to certain funds, investment strategies, asset classes, exposures or security types that do not integrate ESG factors, including, but not limited to, money market, buy and maintain, passive, and certain third-party sub-advised funds/strategies or certain currency or derivative instruments. Where our investment teams do integrate ESG factors, the weight given to ESG factors in an investment decision depends on the investment team’s assessment of that ESG factor’s potential impact on the performance of the security and/or the fund. For funds where ESG factors are not part of the investment objective, ESG factors are generally unlikely to drive investment decisions on their own, and, in some cases, may not impact an investment decision at all. RBC GAM has a general approach to active stewardship, proxy voting, and engagement that addresses ESG matters among other matters. References to active stewardship do not apply to certain funds or investment strategies that do not undertake proxy voting and/or engagement activities, including, but not limited to, quantitative investment strategies that do not conduct engagements, passive strategies, and certain third-party sub-advised strategies. RBC GAM does not manage proxy voting for certain third-party sub-advised strategies or separately managed accounts. Melanie Adams discusses trends shaping the responsible investment landscape, including artificial intelligence, shifts in defense stock perspectives globally but particularly in Europe, U.S. shareholder voting rights protection, climate adaptation acceleration, and human rights considerations. Melanie also highlights the role of active stewardship in enabling meaningful engagement between investment teams and senior management at investee companies on ESG issues year-round.  This podcast includes information related to RBC GAM’s approach to responsible investment. This approach does not apply to certain funds, investment strategies, asset classes, exposures or security types that do not integrate ESG factors, including, but not limited to, money market, buy and maintain, passive, and certain third-party sub-advised funds/strategies or certain currency or derivative instruments. Where our investment teams do integrate ESG factors, the weight given to ESG factors in an investment decision depends on the investment team’s assessment of that ESG factor’s potential impact on the performance of the security and/or the fund. For funds where ESG factors are not part of the investment objective, ESG factors are generally unlikely to drive investment decisions on their own, and, in some cases, may not impact an investment decision at all. RBC GAM has a general approach to active stewardship, proxy voting, and engagement that addresses ESG matters among other matters. References to active stewardship do not apply to certain funds or investment strategies that do not undertake proxy voting and/or engagement activities, including, but not limited to, quantitative investment strategies that do not conduct engagements, passive strategies, and certain third-party sub-advised strategies. RBC GAM does not manage proxy voting for certain third-party sub-advised strategies or separately managed accounts. (Recorded: February 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/responsible-investment-five-key-trends-for-2026/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Melanie Adams discusses trends shaping the responsible investment landscape, including artificial intelligence, shifts in defense stock perspectives globally but particularly in Europe, U.S. shareholder voting rights protection, climate adaptation acceleration, and human rights considerations. Melanie also highlights the role of active stewardship in enabling meaningful engagement between investment teams and senior management at investee companies on ESG issues year-round.  This podcast includes information related to RBC GAM’s approach to responsible investment. This approach does not apply to certain funds, investment strategies, asset classes, exposures or security types that do not integrate ESG factors, including, but not limited to, money market, buy and maintain, passive, and certain third-party sub-advised funds/strategies or certain currency or derivative instruments. Where our investment teams do integrate ESG factors, the weight given to ESG factors in an investment decision depends on the investment team’s assessment of that ESG factor’s potential impact on the performance of the security and/or the fund. For funds where ESG factors are not part of the investment objective, ESG factors are generally unlikely to drive investment decisions on their own, and, in some cases, may not impact an investment decision at all. RBC GAM has a general approach to active stewardship, proxy voting, and engagement that addresses ESG matters among other matters. References to active stewardship do not apply to certain funds or investment strategies that do not undertake proxy voting and/or engagement activities, including, but not limited to, quantitative investment strategies that do not conduct engagements, passive strategies, and certain third-party sub-advised strategies. RBC GAM does not manage proxy voting for certain third-party sub-advised strategies or separately managed accounts. (Recorded: February 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/responsible-investment-five-key-trends-for-2026/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/responsible-investment-five-key-trends-for-2026/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/responsible-investment-five-key-trends-for-2026/detail/?disclaimer=true Mon, 23 Feb 2026 12:00:00 GMT 28:01 false Exploring emerging opportunities in Japanese equities RBC Global Asset Management (RBC GAM) David Soh, Head of Research and Portfolio Manager for RBC Asian Equity at RBC Global Asset Management Limited, discusses his career trajectory into the investment industry and his journey to RBC. David then provides an analysis of Japan's equity market, exploring the country's economic recovery from three decades of deflation, the tailwinds from a weak yen boosting exports and tourism, evolving market dynamics, regional comparisons with South Korea, and structural drivers including corporate governance reforms and global CapEx trends.  David Soh, Head of Research and Portfolio Manager for RBC Asian Equity at RBC Global Asset Management Limited, discusses his career trajectory into the investment industry and his journey to RBC. David then provides an analysis of Japan's equity market, exploring the country's economic recovery from three decades of deflation, the tailwinds from a weak yen boosting exports and tourism, evolving market dynamics, regional comparisons with South Korea, and structural drivers including corporate governance reforms and global CapEx trends.  (Recorded: February 17, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-emerging-opportunities-in-japanese-equities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Soh, Head of Research and Portfolio Manager for RBC Asian Equity at RBC Global Asset Management Limited, discusses his career trajectory into the investment industry and his journey to RBC. David then provides an analysis of Japan's equity market, exploring the country's economic recovery from three decades of deflation, the tailwinds from a weak yen boosting exports and tourism, evolving market dynamics, regional comparisons with South Korea, and structural drivers including corporate governance reforms and global CapEx trends.  (Recorded: February 17, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-emerging-opportunities-in-japanese-equities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/exploring-emerging-opportunities-in-japanese-equities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/exploring-emerging-opportunities-in-japanese-equities/detail/?disclaimer=true Tue, 17 Feb 2026 12:00:00 GMT 28:34 false Through the volatility: diversification strategies for tech’s AI transformation RBC Global Asset Management (RBC GAM) Stu Kedwell discusses tech investment spending and market concerns about business model sustainability following recent AI announcements. Stu also highlights long-term opportunities despite current volatility through strategies like dollar-cost averaging, emphasizing the benefits of both geographic diversification and active management.  Stu Kedwell discusses tech investment spending and market concerns about business model sustainability following recent AI announcements. Stu also highlights long-term opportunities despite current volatility through strategies like dollar-cost averaging, emphasizing the benefits of both geographic diversification and active management.  (Recorded: February 13, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/through-the-volatility-diversification-strategies-for-techs-ai-transformation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses tech investment spending and market concerns about business model sustainability following recent AI announcements. Stu also highlights long-term opportunities despite current volatility through strategies like dollar-cost averaging, emphasizing the benefits of both geographic diversification and active management.  (Recorded: February 13, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/through-the-volatility-diversification-strategies-for-techs-ai-transformation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/through-the-volatility-diversification-strategies-for-techs-ai-transformation/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/through-the-volatility-diversification-strategies-for-techs-ai-transformation/detail/?disclaimer=true Fri, 13 Feb 2026 12:00:00 GMT 24:18 false Decoding Canada’s January jobs report and what it means for growth RBC Global Asset Management (RBC GAM) Eric Lascelles unpacks a mixed Canadian jobs report for January, revealing job losses offset by gains in full-time employment and aggregate hours worked.  Eric then dives into Kevin Warsh’s nomination as Federal Reserve chair and market reaction, before exploring artificial intelligence as a major growth driver for tech hyperscalers, including the economic impact of AI-driven capital expenditure and emerging productivity gains.  Eric Lascelles unpacks a mixed Canadian jobs report for January, revealing job losses offset by gains in full-time employment and aggregate hours worked.  Eric then dives into Kevin Warsh’s nomination as Federal Reserve chair and market reaction, before exploring artificial intelligence as a major growth driver for tech hyperscalers, including the economic impact of AI-driven capital expenditure and emerging productivity gains.  (Recorded: February 10, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-canadas-january-jobs-report-and-what-it-means-for-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles unpacks a mixed Canadian jobs report for January, revealing job losses offset by gains in full-time employment and aggregate hours worked.  Eric then dives into Kevin Warsh’s nomination as Federal Reserve chair and market reaction, before exploring artificial intelligence as a major growth driver for tech hyperscalers, including the economic impact of AI-driven capital expenditure and emerging productivity gains.  (Recorded: February 10, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-canadas-january-jobs-report-and-what-it-means-for-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/decoding-canadas-january-jobs-report-and-what-it-means-for-growth/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/decoding-canadas-january-jobs-report-and-what-it-means-for-growth/detail/?disclaimer=true Tue, 10 Feb 2026 12:00:00 GMT 41:01 false Looking past market enthusiasm for hidden value RBC Global Asset Management (RBC GAM) Stu Kedwell shares his insights on current market developments, including short-term, headline-driven volatility, emerging markets’ outperformance against a weakening U.S. dollar, and strong sector performance in Canadian financials and materials. Stu also emphasizes the importance of looking beyond market headlines to identify potentially undervalued opportunities.  Stu Kedwell shares his insights on current market developments, including short-term, headline-driven volatility, emerging markets’ outperformance against a weakening U.S. dollar, and strong sector performance in Canadian financials and materials. Stu also emphasizes the importance of looking beyond market headlines to identify potentially undervalued opportunities.  (Recorded: January 30, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-past-market-enthusiasm-for-hidden-value/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell shares his insights on current market developments, including short-term, headline-driven volatility, emerging markets’ outperformance against a weakening U.S. dollar, and strong sector performance in Canadian financials and materials. Stu also emphasizes the importance of looking beyond market headlines to identify potentially undervalued opportunities.  (Recorded: January 30, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-past-market-enthusiasm-for-hidden-value/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/looking-past-market-enthusiasm-for-hidden-value/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/looking-past-market-enthusiasm-for-hidden-value/detail/?disclaimer=true Fri, 30 Jan 2026 12:00:00 GMT 24:15 false Fixed income strategy 2026: bond market outlook and yield opportunities RBC Global Asset Management (RBC GAM) Stephen Pitts discusses the fixed income market landscape, looking back at 2025 performance and shares his outlook for 2026 interest rate expectations. Stephen explores the fundamentals of bond portfolio construction, including how to balance three key objectives -- stability, equity diversification, and income generation – while capitalizing on opportunities presented by the current steepening yield curve.  Stephen Pitts discusses the fixed income market landscape, looking back at 2025 performance and shares his outlook for 2026 interest rate expectations. Stephen explores the fundamentals of bond portfolio construction, including how to balance three key objectives -- stability, equity diversification, and income generation – while capitalizing on opportunities presented by the current steepening yield curve.  (Recorded: January 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-strategy-2026-bond-market-outlook-and-yield-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stephen Pitts discusses the fixed income market landscape, looking back at 2025 performance and shares his outlook for 2026 interest rate expectations. Stephen explores the fundamentals of bond portfolio construction, including how to balance three key objectives -- stability, equity diversification, and income generation – while capitalizing on opportunities presented by the current steepening yield curve.  (Recorded: January 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-strategy-2026-bond-market-outlook-and-yield-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-strategy-2026-bond-market-outlook-and-yield-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-strategy-2026-bond-market-outlook-and-yield-opportunities/detail/?disclaimer=true Thu, 29 Jan 2026 12:00:00 GMT 32:19 false AI, policies, and mid-caps: what to watch in markets this year RBC Global Asset Management (RBC GAM) David Tron reflects on 2025's market resilience, attributing it to policy changes and AI advancements, noting the potential for continued momentum into 2026. David also highlights mid-cap stocks as an opportunity due to their growth potential and domestic focus.  David Tron reflects on 2025's market resilience, attributing it to policy changes and AI advancements, noting the potential for continued momentum into 2026. David also highlights mid-cap stocks as an opportunity due to their growth potential and domestic focus.  (Recorded: January 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-policies-and-mid-caps-what-to-watch-in-markets-this-year/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Tron reflects on 2025's market resilience, attributing it to policy changes and AI advancements, noting the potential for continued momentum into 2026. David also highlights mid-cap stocks as an opportunity due to their growth potential and domestic focus.  (Recorded: January 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-policies-and-mid-caps-what-to-watch-in-markets-this-year/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/ai-policies-and-mid-caps-what-to-watch-in-markets-this-year/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/ai-policies-and-mid-caps-what-to-watch-in-markets-this-year/detail/?disclaimer=true Thu, 22 Jan 2026 12:00:00 GMT 38:00 false Global economic shifts: productivity, growth, and technological change RBC Global Asset Management (RBC GAM) Eric Lascelles analyzes the latest job market trends and economic indicators, from the impact of AI on employment and productivity to the effects of tariffs on manufacturing. Eric also shares insights into the Canadian economy, including job creation, unemployment rates, and the potential impact of global events on Canada's economic growth.  Eric Lascelles analyzes the latest job market trends and economic indicators, from the impact of AI on employment and productivity to the effects of tariffs on manufacturing. Eric also shares insights into the Canadian economy, including job creation, unemployment rates, and the potential impact of global events on Canada's economic growth.  (Recorded: January 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles analyzes the latest job market trends and economic indicators, from the impact of AI on employment and productivity to the effects of tariffs on manufacturing. Eric also shares insights into the Canadian economy, including job creation, unemployment rates, and the potential impact of global events on Canada's economic growth.  (Recorded: January 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true Fri, 16 Jan 2026 12:00:00 GMT 34:00 false Untapped potential: the case for emerging market equities RBC Global Asset Management (RBC GAM) Philippe Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Market Equities, RBC Global Asset Management Limited, analyzes the drivers behind emerging markets' 2025 outperformance, including strength in IT, financials, and consumer sectors, alongside robust growth in China and North Asia. He also notes how heightened political instability shapes investment risks and why prioritizing corporate governance, trustworthy management, and localized research is critical for success.  Philippe Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Market Equities, RBC Global Asset Management Limited, analyzes the drivers behind emerging markets' 2025 outperformance, including strength in IT, financials, and consumer sectors, alongside robust growth in China and North Asia. He also notes how heightened political instability shapes investment risks and why prioritizing corporate governance, trustworthy management, and localized research is critical for success.  (Recorded: January 15, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Philippe Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Market Equities, RBC Global Asset Management Limited, analyzes the drivers behind emerging markets' 2025 outperformance, including strength in IT, financials, and consumer sectors, alongside robust growth in China and North Asia. He also notes how heightened political instability shapes investment risks and why prioritizing corporate governance, trustworthy management, and localized research is critical for success.  (Recorded: January 15, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true Thu, 15 Jan 2026 12:00:00 GMT 24:56 false Navigating global equities in a world of change RBC Global Asset Management (RBC GAM) Jeremy Richardson, Senior Portfolio Manager of Global Equities at RBC Global Asset Management Limited, explores critical themes shaping global equities. He discusses AI’s transformative market impact, currency fluctuations and regional market returns, healthcare innovations like GLP-1 weight-loss drugs, and the rise of robotics alongside its labour market implications.  Jeremy Richardson, Senior Portfolio Manager of Global Equities at RBC Global Asset Management Limited, explores critical themes shaping global equities. He discusses AI’s transformative market impact, currency fluctuations and regional market returns, healthcare innovations like GLP-1 weight-loss drugs, and the rise of robotics alongside its labour market implications.  (Recorded: January 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Jeremy Richardson, Senior Portfolio Manager of Global Equities at RBC Global Asset Management Limited, explores critical themes shaping global equities. He discusses AI’s transformative market impact, currency fluctuations and regional market returns, healthcare innovations like GLP-1 weight-loss drugs, and the rise of robotics alongside its labour market implications.  (Recorded: January 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true Wed, 14 Jan 2026 12:00:00 GMT 33:42 false Navigating market volatility in 2026: strategies for long-term resilience RBC Global Asset Management (RBC GAM) Sarah Riopelle reflects on 2025 and highlights investment themes for 2026. Themes include market resilience amid tariffs and geopolitical volatility, global equity outperformance, AI-driven growth tempered by valuation concerns, strategic currency hedging against a weak U.S. dollar, and the transient impact of geopolitical events on economic growth. She urges investors to adopt a disciplined long-term approach, leveraging market downturns as opportunities to build wealth through compounding.  Sarah Riopelle reflects on 2025 and highlights investment themes for 2026. Themes include market resilience amid tariffs and geopolitical volatility, global equity outperformance, AI-driven growth tempered by valuation concerns, strategic currency hedging against a weak U.S. dollar, and the transient impact of geopolitical events on economic growth. She urges investors to adopt a disciplined long-term approach, leveraging market downturns as opportunities to build wealth through compounding.  (Recorded: January 13, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-volatility-in-2026-strategies-for-long-term-resilience/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle reflects on 2025 and highlights investment themes for 2026. Themes include market resilience amid tariffs and geopolitical volatility, global equity outperformance, AI-driven growth tempered by valuation concerns, strategic currency hedging against a weak U.S. dollar, and the transient impact of geopolitical events on economic growth. She urges investors to adopt a disciplined long-term approach, leveraging market downturns as opportunities to build wealth through compounding.  (Recorded: January 13, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-volatility-in-2026-strategies-for-long-term-resilience/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-volatility-in-2026-strategies-for-long-term-resilience/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-volatility-in-2026-strategies-for-long-term-resilience/detail/?disclaimer=true Tue, 13 Jan 2026 12:00:00 GMT 30:38 false European markets: trends and opportunities for 2026 RBC Global Asset Management (RBC GAM) David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses key themes for investors to think about European equities in 2026, including earnings growth expectations, lower valuation advantages, and emerging opportunities in key sectors like banks, utilities, healthcare and defense. David also highlights the value of professional management and guidance for navigating changing currency dynamics and regional complexities.  David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses key themes for investors to think about European equities in 2026, including earnings growth expectations, lower valuation advantages, and emerging opportunities in key sectors like banks, utilities, healthcare and defense. David also highlights the value of professional management and guidance for navigating changing currency dynamics and regional complexities.  (Recorded: January 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses key themes for investors to think about European equities in 2026, including earnings growth expectations, lower valuation advantages, and emerging opportunities in key sectors like banks, utilities, healthcare and defense. David also highlights the value of professional management and guidance for navigating changing currency dynamics and regional complexities.  (Recorded: January 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true Thu, 08 Jan 2026 12:00:00 GMT 29:00 false AI productivity and market shifts: key investment themes for 2026 RBC Global Asset Management (RBC GAM) Stu Kedwell examines the themes shaping 2026, including the potential for non-U.S. markets to maintain outperformance and the critical shift in AI focus from speculative hype to measurable productivity gains. Stu also provides a sector-level outlook, noting opportunities in industrials, financials, commodities, and tech sectors beyond AI, and emphasizes a balanced approach, scenario analysis, and dollar-cost averaging to remain adaptable in the year ahead.  Stu Kedwell examines the themes shaping 2026, including the potential for non-U.S. markets to maintain outperformance and the critical shift in AI focus from speculative hype to measurable productivity gains. Stu also provides a sector-level outlook, noting opportunities in industrials, financials, commodities, and tech sectors beyond AI, and emphasizes a balanced approach, scenario analysis, and dollar-cost averaging to remain adaptable in the year ahead.  (Recorded: January 7, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-productivity-and-market-shifts-key-investment-themes-for-2026/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell examines the themes shaping 2026, including the potential for non-U.S. markets to maintain outperformance and the critical shift in AI focus from speculative hype to measurable productivity gains. Stu also provides a sector-level outlook, noting opportunities in industrials, financials, commodities, and tech sectors beyond AI, and emphasizes a balanced approach, scenario analysis, and dollar-cost averaging to remain adaptable in the year ahead.  (Recorded: January 7, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-productivity-and-market-shifts-key-investment-themes-for-2026/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/ai-productivity-and-market-shifts-key-investment-themes-for-2026/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/ai-productivity-and-market-shifts-key-investment-themes-for-2026/detail/?disclaimer=true Wed, 07 Jan 2026 12:00:00 GMT 26:19 false Best of 2025: decoding 2026 predictions for tech, healthcare and AI RBC Global Asset Management (RBC GAM) Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  (Recorded: January 5, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  (Recorded: January 5, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true Mon, 05 Jan 2026 12:00:00 GMT 26:37 false Best of 2025: retirement planning for every stage RBC Global Asset Management (RBC GAM) Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix.  Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix.  (Recorded: January 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-retirement-planning-for-every-stage/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix.  (Recorded: January 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-retirement-planning-for-every-stage/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-retirement-planning-for-every-stage/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-retirement-planning-for-every-stage/detail/?disclaimer=true Fri, 02 Jan 2026 12:00:00 GMT 43:52 false Best of 2025: Exploring the evolving AI landscape and its impact on investment strategies RBC Global Asset Management (RBC GAM) David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  (Recorded: December 31, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  (Recorded: December 31, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true Wed, 31 Dec 2026 12:00:00 GMT 30:05 false Best of 2025: Adapting to market changes with Buffett wisdom RBC Global Asset Management (RBC GAM) Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  (Recorded: December 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  (Recorded: December 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true Mon, 29 Dec 2026 12:00:00 GMT 28:59 false 2025 in review: strategic lessons for tomorrow’s markets RBC Global Asset Management (RBC GAM) Stu Kedwell reflects on 2025 in markets as a volatile yet reasonable year, emphasizing discipline and a balanced perspective in navigating uncertainty. Stu also explores the role of active managers in steering through market shifts, and highlights scenario analysis as essential for anticipating outcomes and mitigating risks. Stu Kedwell reflects on 2025 in markets as a volatile yet reasonable year, emphasizing discipline and a balanced perspective in navigating uncertainty. Stu also explores the role of active managers in steering through market shifts, and highlights scenario analysis as essential for anticipating outcomes and mitigating risks. (Recorded: December 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2025-in-review-strategic-lessons-for-tomorrows-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell reflects on 2025 in markets as a volatile yet reasonable year, emphasizing discipline and a balanced perspective in navigating uncertainty. Stu also explores the role of active managers in steering through market shifts, and highlights scenario analysis as essential for anticipating outcomes and mitigating risks. (Recorded: December 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2025-in-review-strategic-lessons-for-tomorrows-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/2025-in-review-strategic-lessons-for-tomorrows-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/2025-in-review-strategic-lessons-for-tomorrows-markets/detail/?disclaimer=true Tue, 23 Dec 2025 12:00:00 GMT 25:38 false Economic whirlwind: job markets, inflation, and policy shifts RBC Global Asset Management (RBC GAM) Eric Lascelles shares his thoughts on a flurry of economic developments, including U.S. job numbers, inflation trends and central bank rate cuts. Eric also discusses his outlook for both the Canadian and U.S. economies in 2026. Eric Lascelles shares his thoughts on a flurry of economic developments, including U.S. job numbers, inflation trends and central bank rate cuts. Eric also discusses his outlook for both the Canadian and U.S. economies in 2026. (Recorded: December 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-whirlwind-job-markets-inflation-and-policy-shifts/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles shares his thoughts on a flurry of economic developments, including U.S. job numbers, inflation trends and central bank rate cuts. Eric also discusses his outlook for both the Canadian and U.S. economies in 2026. (Recorded: December 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-whirlwind-job-markets-inflation-and-policy-shifts/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/economic-whirlwind-job-markets-inflation-and-policy-shifts/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/economic-whirlwind-job-markets-inflation-and-policy-shifts/detail/?disclaimer=true Thu, 18 Dec 2025 12:00:00 GMT 29:14 false Global economy 2026: tariffs, tech, and tailwinds? RBC Global Asset Management (RBC GAM) Eric Lascelles discusses Canada’s unexpected job growth and a decline in unemployment despite conflicting signals about labour force participation and broader economic health. Eric also examines AI’s dual role in enhancing productivity and disrupting employment, and shares a positive economic outlook for 2026.  Eric Lascelles discusses Canada’s unexpected job growth and a decline in unemployment despite conflicting signals about labour force participation and broader economic health. Eric also examines AI’s dual role in enhancing productivity and disrupting employment, and shares a positive economic outlook for 2026.  (Recorded: December 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economy-2026-tariffs-tech-and-tailwinds/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles discusses Canada’s unexpected job growth and a decline in unemployment despite conflicting signals about labour force participation and broader economic health. Eric also examines AI’s dual role in enhancing productivity and disrupting employment, and shares a positive economic outlook for 2026.  (Recorded: December 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economy-2026-tariffs-tech-and-tailwinds/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/global-economy-2026-tariffs-tech-and-tailwinds/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/global-economy-2026-tariffs-tech-and-tailwinds/detail/?disclaimer=true Mon, 15 Dec 2025 12:00:00 GMT 26:25 false Unlocking Canada's 2026 growth drivers and market opportunities RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the resilience of Canadian bank earnings, driven by stable credit provisions, improving net interest margins and strong performance in capital markets and wealth management. Stu also identifies key forces that could boost Canada’s economic growth in 2026, including large-scale infrastructure projects, strategic trade agreements, and renewed capital expenditure in the energy sector.  Stu Kedwell discusses the resilience of Canadian bank earnings, driven by stable credit provisions, improving net interest margins and strong performance in capital markets and wealth management. Stu also identifies key forces that could boost Canada’s economic growth in 2026, including large-scale infrastructure projects, strategic trade agreements, and renewed capital expenditure in the energy sector.  (Recorded: December 11, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unlocking-canadas-2026-growth-drivers-and-market-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the resilience of Canadian bank earnings, driven by stable credit provisions, improving net interest margins and strong performance in capital markets and wealth management. Stu also identifies key forces that could boost Canada’s economic growth in 2026, including large-scale infrastructure projects, strategic trade agreements, and renewed capital expenditure in the energy sector.  (Recorded: December 11, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unlocking-canadas-2026-growth-drivers-and-market-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/unlocking-canadas-2026-growth-drivers-and-market-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/unlocking-canadas-2026-growth-drivers-and-market-opportunities/detail/?disclaimer=true Thu, 11 Dec 2025 12:00:00 GMT 24:53 false Decoding 2026 predictions for tech, healthcare and AI RBC Global Asset Management (RBC GAM) Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  (Recorded: December 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  (Recorded: December 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true Wed, 10 Dec 2025 12:00:00 GMT 25:59 false A turning point for emerging markets? RBC Global Asset Management (RBC GAM) Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, discusses key factors driving emerging markets’ shift from underperformance to outperformance. Laurence also highlights growth opportunities in Taiwan, South Korea, China, Mexico, and India, and emphasizes diversification, due diligence, and on-the-ground research to navigate risks and identify high-quality investments.  Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, discusses key factors driving emerging markets’ shift from underperformance to outperformance. Laurence also highlights growth opportunities in Taiwan, South Korea, China, Mexico, and India, and emphasizes diversification, due diligence, and on-the-ground research to navigate risks and identify high-quality investments.  (Recorded: December 8, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-turning-point-for-emerging-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, discusses key factors driving emerging markets’ shift from underperformance to outperformance. Laurence also highlights growth opportunities in Taiwan, South Korea, China, Mexico, and India, and emphasizes diversification, due diligence, and on-the-ground research to navigate risks and identify high-quality investments.  (Recorded: December 8, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-turning-point-for-emerging-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/a-turning-point-for-emerging-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/a-turning-point-for-emerging-markets/detail/?disclaimer=true Mon, 08 Dec 2025 12:00:00 GMT 31:01 false What factors are fueling recent market volatility? RBC Global Asset Management (RBC GAM) Stu Kedwell discusses his recent appointment to Global Chief Investment Officer and the legacy of current CIO Dan Chornous. He also breaks down the three critical factors fueling the recent uptick in market volatility: evolving interest rate expectations, weaker-than-expected U.S. consumer data, and the surge in capital investment for data centres,  particularly as tech giants begin borrowing to fund their expansion.  Stu Kedwell discusses his recent appointment to Global Chief Investment Officer and the legacy of current CIO Dan Chornous. He also breaks down the three critical factors fueling the recent uptick in market volatility: evolving interest rate expectations, weaker-than-expected U.S. consumer data, and the surge in capital investment for data centres,  particularly as tech giants begin borrowing to fund their expansion.  (Recorded: November 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-factors-are-fueling-recent-market-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses his recent appointment to Global Chief Investment Officer and the legacy of current CIO Dan Chornous. He also breaks down the three critical factors fueling the recent uptick in market volatility: evolving interest rate expectations, weaker-than-expected U.S. consumer data, and the surge in capital investment for data centres,  particularly as tech giants begin borrowing to fund their expansion.  (Recorded: November 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-factors-are-fueling-recent-market-volatility/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/what-factors-are-fueling-recent-market-volatility/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/what-factors-are-fueling-recent-market-volatility/detail/?disclaimer=true Mon, 24 Nov 2025 12:00:00 GMT 29:11 false Unpacking Canada’s market resilience RBC Global Asset Management (RBC GAM) Scott Lysakowski discusses the positive performance of the TSX/S&P Index despite global uncertainties, including the impact of AI and surging gold prices. He explores the unique composition of the Canadian equity market, highlighting the strength of financials and the resilience of energy stocks despite weak oil prices. Scott Lysakowski discusses the positive performance of the TSX/S&P Index despite global uncertainties, including the impact of AI and surging gold prices. He explores the unique composition of the Canadian equity market, highlighting the strength of financials and the resilience of energy stocks despite weak oil prices. (Recorded: November 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-canadas-market-resilience/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Scott Lysakowski discusses the positive performance of the TSX/S&P Index despite global uncertainties, including the impact of AI and surging gold prices. He explores the unique composition of the Canadian equity market, highlighting the strength of financials and the resilience of energy stocks despite weak oil prices. (Recorded: November 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-canadas-market-resilience/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-canadas-market-resilience/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-canadas-market-resilience/detail/?disclaimer=true Mon, 24 Nov 2025 12:00:00 GMT 39:44 false Chinese equities: navigating growth and uncertainty RBC Global Asset Management (RBC GAM) Siguo Chen, Portfolio Manager, Asian Equities, RBC Global Asset Management Limited, analyzes evolving U.S.-China trade tensions and their market impact. Siguo also explores China's economic landscape, addressing deflationary pressures and highlights opportunities for Canadian investors seeking diversification in Asian markets.  Siguo Chen, Portfolio Manager, Asian Equities, RBC Global Asset Management Limited, analyzes evolving U.S.-China trade tensions and their market impact. Siguo also explores China's economic landscape, addressing deflationary pressures and highlights opportunities for Canadian investors seeking diversification in Asian markets.  (Recorded: November 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/chinese-equities-navigating-growth-and-uncertainty/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Siguo Chen, Portfolio Manager, Asian Equities, RBC Global Asset Management Limited, analyzes evolving U.S.-China trade tensions and their market impact. Siguo also explores China's economic landscape, addressing deflationary pressures and highlights opportunities for Canadian investors seeking diversification in Asian markets.  (Recorded: November 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/chinese-equities-navigating-growth-and-uncertainty/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/chinese-equities-navigating-growth-and-uncertainty/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/chinese-equities-navigating-growth-and-uncertainty/detail/?disclaimer=true Fri, 07 Nov 2025 12:00:00 GMT 44:49 false AI economics and the future of growth RBC Global Asset Management (RBC GAM) Stu Kedwell explores recent AI-driven enthusiasm in markets and its potential impact on future economic growth. Stu also discusses mixed earnings reports from big tech companies, and the bond market’s reactions to interest rate cuts.  Stu Kedwell explores recent AI-driven enthusiasm in markets and its potential impact on future economic growth. Stu also discusses mixed earnings reports from big tech companies, and the bond market’s reactions to interest rate cuts.  (Recorded: October 30, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell explores recent AI-driven enthusiasm in markets and its potential impact on future economic growth. Stu also discusses mixed earnings reports from big tech companies, and the bond market’s reactions to interest rate cuts.  (Recorded: October 30, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true Thu, 30 Oct 2025 12:00:00 GMT 26:43 false Building resilient portfolios for long-term results RBC Global Asset Management (RBC GAM) Sarah Riopelle discusses the current investment landscape, noting strong performance of both stocks and bonds, while cautioning about valuation risks in the U.S. and Canadian equity markets. Sarah also emphasizes the importance of making regular, small adjustments to portfolios, rather than large sweeping changes in response to a changing economic environment.  Sarah Riopelle discusses the current investment landscape, noting strong performance of both stocks and bonds, while cautioning about valuation risks in the U.S. and Canadian equity markets. Sarah also emphasizes the importance of making regular, small adjustments to portfolios, rather than large sweeping changes in response to a changing economic environment.  (Recorded: October 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle discusses the current investment landscape, noting strong performance of both stocks and bonds, while cautioning about valuation risks in the U.S. and Canadian equity markets. Sarah also emphasizes the importance of making regular, small adjustments to portfolios, rather than large sweeping changes in response to a changing economic environment.  (Recorded: October 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true Thu, 23 Oct 2025 12:00:00 GMT 26:25 false Do European equities deserve a place in your diversified portfolio? RBC Global Asset Management (RBC GAM) David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments.  David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments.  (Recorded: October 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments.  (Recorded: October 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true Fri, 17 Oct 2025 12:00:00 GMT 23:16 false A deep dive into earnings season RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the current market landscape including the S&P 500 earnings outlook, data centre economics, and the performance of U.S. banks. He also delves into AI's transformative potential, as well as the importance of diversification when navigating volatile markets.  Stu Kedwell discusses the current market landscape including the S&P 500 earnings outlook, data centre economics, and the performance of U.S. banks. He also delves into AI's transformative potential, as well as the importance of diversification when navigating volatile markets.  (Recorded: October 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the current market landscape including the S&P 500 earnings outlook, data centre economics, and the performance of U.S. banks. He also delves into AI's transformative potential, as well as the importance of diversification when navigating volatile markets.  (Recorded: October 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true Thu, 16 Oct 2025 12:00:00 GMT 30:23 false Behind the shutdown: economic and market implications RBC Global Asset Management (RBC GAM) Eric Lascelles discusses the potential impacts of the U.S. government shutdown on the economy, as well as market reactions.  He also looks at how increasing dysfunction and polarization within the U.S. government could impact Canadian investors in the long term.  Eric Lascelles discusses the potential impacts of the U.S. government shutdown on the economy, as well as market reactions.  He also looks at how increasing dysfunction and polarization within the U.S. government could impact Canadian investors in the long term.  (Recorded: October 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles discusses the potential impacts of the U.S. government shutdown on the economy, as well as market reactions.  He also looks at how increasing dysfunction and polarization within the U.S. government could impact Canadian investors in the long term.  (Recorded: October 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true Thu, 09 Oct 2025 12:00:00 GMT 13:06 false Managing market optimism while mitigating risks RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the recent surge in investor enthusiasm in markets and the important role of analyst insights in such an environment. He also highlights the value of understanding market behaviours and leveraging professional expertise to navigate market cycles.  Stu Kedwell discusses the recent surge in investor enthusiasm in markets and the important role of analyst insights in such an environment. He also highlights the value of understanding market behaviours and leveraging professional expertise to navigate market cycles.  (Recorded: October 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the recent surge in investor enthusiasm in markets and the important role of analyst insights in such an environment. He also highlights the value of understanding market behaviours and leveraging professional expertise to navigate market cycles.  (Recorded: October 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true Fri, 03 Oct 2025 12:00:00 GMT 22:14 false Real estate investing: trends and opportunities RBC Global Asset Management (RBC GAM) Jennifer Schillaci explores trends in real estate, including post-pandemic shifts in commercial properties, the impact of return-to-office mandates in cities like Toronto, and the evolving future of Canadian retailers. She also shares insights on the outlook for the asset class and the role of real estate equity investments as a valuable portfolio diversifier.  Jennifer Schillaci explores trends in real estate, including post-pandemic shifts in commercial properties, the impact of return-to-office mandates in cities like Toronto, and the evolving future of Canadian retailers. She also shares insights on the outlook for the asset class and the role of real estate equity investments as a valuable portfolio diversifier.  (Recorded: October 1, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Jennifer Schillaci explores trends in real estate, including post-pandemic shifts in commercial properties, the impact of return-to-office mandates in cities like Toronto, and the evolving future of Canadian retailers. She also shares insights on the outlook for the asset class and the role of real estate equity investments as a valuable portfolio diversifier.  (Recorded: October 1, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true Wed, 01 Oct 2025 12:00:00 GMT 36:17 false Diversifying portfolios in the age of AI RBC Global Asset Management (RBC GAM) Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses.  Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses.  (Recorded: September 26, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses.  (Recorded: September 26, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true Fri, 26 Sep 2025 12:00:00 GMT 28:28 false Exploring the evolving AI landscape and its impact on investment strategies RBC Global Asset Management (RBC GAM) David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  (Recorded: September 22, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  (Recorded: September 22, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true Mon, 22 Sep 2025 12:00:00 GMT 29:31 false Exploring growth in emerging markets RBC Global Asset Management (RBC GAM) Polina Kurdyavko, Managing Director, Senior Portfolio Manager & Head of Emerging Markets, BlueBay Fixed Income, RBC Global Asset Management Limited, shares her cautious approach to investing in emerging markets, highlighting the importance of prudent fiscal policies, low leverage, and high yields with reduced volatility. She also discusses the value of global diversification in fixed income portfolios and explores opportunities for Canadian investors in regions like Latin America and Asia.  Polina Kurdyavko, Managing Director, Senior Portfolio Manager & Head of Emerging Markets, BlueBay Fixed Income, RBC Global Asset Management Limited, shares her cautious approach to investing in emerging markets, highlighting the importance of prudent fiscal policies, low leverage, and high yields with reduced volatility. She also discusses the value of global diversification in fixed income portfolios and explores opportunities for Canadian investors in regions like Latin America and Asia.  (Recorded: September 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-growth-in-emerging-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Polina Kurdyavko, Managing Director, Senior Portfolio Manager & Head of Emerging Markets, BlueBay Fixed Income, RBC Global Asset Management Limited, shares her cautious approach to investing in emerging markets, highlighting the importance of prudent fiscal policies, low leverage, and high yields with reduced volatility. She also discusses the value of global diversification in fixed income portfolios and explores opportunities for Canadian investors in regions like Latin America and Asia.  (Recorded: September 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-growth-in-emerging-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/exploring-growth-in-emerging-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/exploring-growth-in-emerging-markets/detail/?disclaimer=true Thu, 18 Sep 2025 12:00:00 GMT 28:13 false Looking for opportunities within the current economic backdrop RBC Global Asset Management (RBC GAM) Stu Kedwell provides an overview of the current market environment. He highlights the resilience of Canadian banks, the dynamics of mergers and acquisitions, and the evolving opportunities in sectors like energy and mining.  Stu Kedwell provides an overview of the current market environment. He highlights the resilience of Canadian banks, the dynamics of mergers and acquisitions, and the evolving opportunities in sectors like energy and mining.  (Recorded: September 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-for-opportunities-within-the-current-economic-backdrop/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell provides an overview of the current market environment. He highlights the resilience of Canadian banks, the dynamics of mergers and acquisitions, and the evolving opportunities in sectors like energy and mining.  (Recorded: September 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-for-opportunities-within-the-current-economic-backdrop/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/looking-for-opportunities-within-the-current-economic-backdrop/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/looking-for-opportunities-within-the-current-economic-backdrop/detail/?disclaimer=true Wed, 10 Sep 2025 12:00:00 GMT 19:36 false Economic outlook: Jobs, rates, and Canada’s fiscal strategy RBC Global Asset Management (RBC GAM) Eric Lascelles examines the latest economic and job market trends, including August employment data from the U.S. and Canada, central bank interest rate cuts, and the Canadian government's efforts to support the economy through monetary and fiscal policies.  Eric Lascelles examines the latest economic and job market trends, including August employment data from the U.S. and Canada, central bank interest rate cuts, and the Canadian government's efforts to support the economy through monetary and fiscal policies.  (Recorded: September 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-outlook-jobs-rates-and-canadas-fiscal-strategy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles examines the latest economic and job market trends, including August employment data from the U.S. and Canada, central bank interest rate cuts, and the Canadian government's efforts to support the economy through monetary and fiscal policies.  (Recorded: September 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-outlook-jobs-rates-and-canadas-fiscal-strategy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/economic-outlook-jobs-rates-and-canadas-fiscal-strategy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/economic-outlook-jobs-rates-and-canadas-fiscal-strategy/detail/?disclaimer=true Tue, 09 Sep 2025 12:00:00 GMT 31:59 false Soft landings and strong Canadian bank earnings RBC Global Asset Management (RBC GAM) Stu Kedwell discusses Canadian bank earnings, potential Federal Reserve rate cuts,  the performance of global equities versus U.S. markets and the likelihood of a soft economic landing.  Stu Kedwell discusses Canadian bank earnings, potential Federal Reserve rate cuts,  the performance of global equities versus U.S. markets and the likelihood of a soft economic landing.  (Recorded: August 27, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-landings-and-strong-canadian-bank-earnings/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses Canadian bank earnings, potential Federal Reserve rate cuts,  the performance of global equities versus U.S. markets and the likelihood of a soft economic landing.  (Recorded: August 27, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-landings-and-strong-canadian-bank-earnings/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/soft-landings-and-strong-canadian-bank-earnings/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/soft-landings-and-strong-canadian-bank-earnings/detail/?disclaimer=true Wed, 27 Aug 2025 12:00:00 GMT 24:56 false Deliberate decisions: navigating market shifts with confidence RBC Global Asset Management (RBC GAM) Kristy Akullian, Head of iShares Investment Strategy for the Americas at BlackRock Inc., shares her background and explains how her team navigates macro trends and portfolio strategies amid market shifts, including changes in stock-bond dynamics and AI-driven U.S. equity concentration. She also highlights the importance of diversification through international equities and emerging markets, while reminding investors to consider taking deliberate, diversified risks to meet return goals.  In 2019, RBC GAM and BlackRock Asset Management Canada Limited created the RBC iShares alliance to deliver the most comprehensive lineup of ETFs in the Canadian marketplace. Kristy Akullian, Head of iShares Investment Strategy for the Americas at BlackRock Inc., shares her background and explains how her team navigates macro trends and portfolio strategies amid market shifts, including changes in stock-bond dynamics and AI-driven U.S. equity concentration. She also highlights the importance of diversification through international equities and emerging markets, while reminding investors to consider taking deliberate, diversified risks to meet return goals.  In 2019, RBC GAM and BlackRock Asset Management Canada Limited created the RBC iShares alliance to deliver the most comprehensive lineup of ETFs in the Canadian marketplace. (Recorded: August 22, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/deliberate-decisions-navigating-market-shifts-with-confidence/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Kristy Akullian, Head of iShares Investment Strategy for the Americas at BlackRock Inc., shares her background and explains how her team navigates macro trends and portfolio strategies amid market shifts, including changes in stock-bond dynamics and AI-driven U.S. equity concentration. She also highlights the importance of diversification through international equities and emerging markets, while reminding investors to consider taking deliberate, diversified risks to meet return goals.  In 2019, RBC GAM and BlackRock Asset Management Canada Limited created the RBC iShares alliance to deliver the most comprehensive lineup of ETFs in the Canadian marketplace. (Recorded: August 22, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/deliberate-decisions-navigating-market-shifts-with-confidence/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/deliberate-decisions-navigating-market-shifts-with-confidence/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/deliberate-decisions-navigating-market-shifts-with-confidence/detail/?disclaimer=true Fri, 22 Aug 2025 12:00:00 GMT 33:27 false Navigating volatility: equity allocation, dividends, and long-term growth RBC Global Asset Management (RBC GAM) Stu Kedwell discusses strategies to navigate emotional investing and market shifts, emphasizing dollar-cost averaging, quality dividend-paying stocks, and active portfolio management to prioritize long-term growth over short-term market fluctuations.  Stu Kedwell discusses strategies to navigate emotional investing and market shifts, emphasizing dollar-cost averaging, quality dividend-paying stocks, and active portfolio management to prioritize long-term growth over short-term market fluctuations.  (Recorded: August 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-volatility-equity-allocation-dividends-and-long-term-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses strategies to navigate emotional investing and market shifts, emphasizing dollar-cost averaging, quality dividend-paying stocks, and active portfolio management to prioritize long-term growth over short-term market fluctuations.  (Recorded: August 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-volatility-equity-allocation-dividends-and-long-term-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/navigating-volatility-equity-allocation-dividends-and-long-term-growth/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/navigating-volatility-equity-allocation-dividends-and-long-term-growth/detail/?disclaimer=true Mon, 18 Aug 2025 12:00:00 GMT 19:54 false Building your future: retirement planning for every stage RBC Global Asset Management (RBC GAM) Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix.  Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix.  (Recorded: August 14, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-your-future-retirement-planning-for-every-stage/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix.  (Recorded: August 14, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-your-future-retirement-planning-for-every-stage/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/building-your-future-retirement-planning-for-every-stage/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/building-your-future-retirement-planning-for-every-stage/detail/?disclaimer=true Thu, 14 Aug 2025 12:00:00 GMT 43:25 false Summer slowdown: are we heading toward stagflation? RBC Global Asset Management (RBC GAM) Eric Lascelles discusses how rising inflation, slowing growth, and weak labour data point toward a stagflationary economic outlook. Eric also highlights the value of leveraging advancements in technology and non-traditional data sources, such as AI, restaurant reservations, and flight bookings, to gain deeper insights into economic trends.  Eric Lascelles discusses how rising inflation, slowing growth, and weak labour data point toward a stagflationary economic outlook. Eric also highlights the value of leveraging advancements in technology and non-traditional data sources, such as AI, restaurant reservations, and flight bookings, to gain deeper insights into economic trends.  (Recorded: August 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/summer-slowdown-are-we-heading-toward-stagflation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles discusses how rising inflation, slowing growth, and weak labour data point toward a stagflationary economic outlook. Eric also highlights the value of leveraging advancements in technology and non-traditional data sources, such as AI, restaurant reservations, and flight bookings, to gain deeper insights into economic trends.  (Recorded: August 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/summer-slowdown-are-we-heading-toward-stagflation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/summer-slowdown-are-we-heading-toward-stagflation/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/summer-slowdown-are-we-heading-toward-stagflation/detail/?disclaimer=true Thu, 07 Aug 2025 12:00:00 GMT 34:12 false Returning from vacation to more of the same in markets RBC Global Asset Management (RBC GAM) Stu Kedwell discusses how the status quo in markets is being impacted more by seasonality and AI than current news items like tariffs and the jobs report.  Stu Kedwell discusses how the status quo in markets is being impacted more by seasonality and AI than current news items like tariffs and the jobs report.  (Recorded: August 6, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/returning-from-vacation-to-more-of-the-same-in-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses how the status quo in markets is being impacted more by seasonality and AI than current news items like tariffs and the jobs report.  (Recorded: August 6, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/returning-from-vacation-to-more-of-the-same-in-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/returning-from-vacation-to-more-of-the-same-in-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/returning-from-vacation-to-more-of-the-same-in-markets/detail/?disclaimer=true Wed, 06 Aug 2025 12:00:00 GMT 20:51 false Spotting signs of growth in a complex market RBC Global Asset Management (RBC GAM) Eric Savoie explores key themes influencing stock and bond markets, emphasizing a cautious investment approach to capture potential upside driven by the resilience of the U.S. and global economies, while staying prepared for possible volatility. Eric also underscores the importance of avoiding emotional reactions to short-term market noise, particularly in response to unpredictable events.  Eric Savoie explores key themes influencing stock and bond markets, emphasizing a cautious investment approach to capture potential upside driven by the resilience of the U.S. and global economies, while staying prepared for possible volatility. Eric also underscores the importance of avoiding emotional reactions to short-term market noise, particularly in response to unpredictable events.  (Recorded: July 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/spotting-signs-of-growth-in-a-complex-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Savoie explores key themes influencing stock and bond markets, emphasizing a cautious investment approach to capture potential upside driven by the resilience of the U.S. and global economies, while staying prepared for possible volatility. Eric also underscores the importance of avoiding emotional reactions to short-term market noise, particularly in response to unpredictable events.  (Recorded: July 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/spotting-signs-of-growth-in-a-complex-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/spotting-signs-of-growth-in-a-complex-market/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/spotting-signs-of-growth-in-a-complex-market/detail/?disclaimer=true Mon, 21 Jul 2025 12:00:00 GMT 33:50 false Speculation vs. strategy: building resilient portfolios for earnings season RBC Global Asset Management (RBC GAM) Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true Fri, 18 Jul 2025 12:00:00 GMT 24:29 false European equities: overcoming challenges, seizing opportunities RBC Global Asset Management (RBC GAM) David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties.  David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties.  (Recorded: July 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties.  (Recorded: July 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/detail/?disclaimer=true Tue, 15 Jul 2025 12:00:00 GMT 30:29 false Emerging markets: a new era of growth and opportunity RBC Global Asset Management (RBC GAM) Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.  Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.  (Recorded: July 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-a-new-era-of-growth-and-opportunity/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.  (Recorded: July 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-a-new-era-of-growth-and-opportunity/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-a-new-era-of-growth-and-opportunity/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-a-new-era-of-growth-and-opportunity/detail/?disclaimer=true Thu, 10 Jul 2025 12:00:00 GMT 28:40 false Weaker dollar, elevated deficits: what it means for fixed income investors RBC Global Asset Management (RBC GAM) Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit. Andrzej also outlines his team's current strategy and emphasizes the importance of staying analytical and objective when interpreting market dynamics and making investment decisions.  Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit. Andrzej also outlines his team's current strategy and emphasizes the importance of staying analytical and objective when interpreting market dynamics and making investment decisions.  (Recorded: July 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit. Andrzej also outlines his team's current strategy and emphasizes the importance of staying analytical and objective when interpreting market dynamics and making investment decisions.  (Recorded: July 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true Wed, 09 Jul 2025 12:00:00 GMT 29:44 false Canadian equities: shifting sentiment and growing opportunities RBC Global Asset Management (RBC GAM) Scott Lysakowski discusses the improving outlook for the Canadian market after years of underperformance compared to the U.S., highlighting resilience in the face of tariffs and trade deals with less economic damage than expected. Scott also emphasizes the importance of maintaining a balanced investment approach, using strategies such as diversification and dollar-cost averaging.  Scott Lysakowski discusses the improving outlook for the Canadian market after years of underperformance compared to the U.S., highlighting resilience in the face of tariffs and trade deals with less economic damage than expected. Scott also emphasizes the importance of maintaining a balanced investment approach, using strategies such as diversification and dollar-cost averaging.  (Recorded: July 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-shifting-sentiment-and-growing-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Scott Lysakowski discusses the improving outlook for the Canadian market after years of underperformance compared to the U.S., highlighting resilience in the face of tariffs and trade deals with less economic damage than expected. Scott also emphasizes the importance of maintaining a balanced investment approach, using strategies such as diversification and dollar-cost averaging.  (Recorded: July 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-shifting-sentiment-and-growing-opportunities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-shifting-sentiment-and-growing-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-shifting-sentiment-and-growing-opportunities/detail/?disclaimer=true Mon, 07 Jul 2025 12:00:00 GMT 44:20 false Jobs growth and the One Big, Beautiful Bill: what’s next? RBC Global Asset Management (RBC GAM) Eric Lascelles analyzes the latest U.S. jobs report, which exceeded expectations and challenges concerns about immediate economic trouble, despite signs of slight deceleration. Eric also explores the implications of tax cuts, rising fiscal debt, government spending-driven growth, and potential cross-border effects on Canadian markets, offering an optimistic yet cautious outlook.  Eric Lascelles analyzes the latest U.S. jobs report, which exceeded expectations and challenges concerns about immediate economic trouble, despite signs of slight deceleration. Eric also explores the implications of tax cuts, rising fiscal debt, government spending-driven growth, and potential cross-border effects on Canadian markets, offering an optimistic yet cautious outlook.  (Recorded: July 4, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-growth-and-the-one-big-beautiful-bill-whats-next/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles analyzes the latest U.S. jobs report, which exceeded expectations and challenges concerns about immediate economic trouble, despite signs of slight deceleration. Eric also explores the implications of tax cuts, rising fiscal debt, government spending-driven growth, and potential cross-border effects on Canadian markets, offering an optimistic yet cautious outlook.  (Recorded: July 4, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-growth-and-the-one-big-beautiful-bill-whats-next/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/jobs-growth-and-the-one-big-beautiful-bill-whats-next/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/jobs-growth-and-the-one-big-beautiful-bill-whats-next/detail/?disclaimer=true Fri, 04 Jul 2025 12:00:00 GMT 38:41 false The psychology of investing: navigating emotions in financial decisions RBC Global Asset Management (RBC GAM) Michael Sherman, Head, Behavioural Economics, dives into behavioural investing, emphasizing the role emotions can play during both stable periods and times of market turmoil. He also explores the impact of investor biases, and how behavioural strategies and sound financial advice can help investors manage emotional decision-making.  Michael Sherman, Head, Behavioural Economics, dives into behavioural investing, emphasizing the role emotions can play during both stable periods and times of market turmoil. He also explores the impact of investor biases, and how behavioural strategies and sound financial advice can help investors manage emotional decision-making.  (Recorded: July 2, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-psychology-of-investing-navigating-emotions-in-financial-decisions/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Michael Sherman, Head, Behavioural Economics, dives into behavioural investing, emphasizing the role emotions can play during both stable periods and times of market turmoil. He also explores the impact of investor biases, and how behavioural strategies and sound financial advice can help investors manage emotional decision-making.  (Recorded: July 2, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-psychology-of-investing-navigating-emotions-in-financial-decisions/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/the-psychology-of-investing-navigating-emotions-in-financial-decisions/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-psychology-of-investing-navigating-emotions-in-financial-decisions/detail/?disclaimer=true Wed, 02 Jul 2025 12:00:00 GMT 33:47 false Earnings and IPOs: What’s driving markets for the rest of the year? RBC Global Asset Management (RBC GAM) Stu Kedwell discusses key themes influencing markets in the second half of 2025, including ongoing geopolitical tensions, energy prices, and declining sentiment toward the U.S. dollar. Stu also notes that IPO activity and mergers and acquisitions have been notable, indicating ongoing opportunities for growth and investment despite broader market challenges.  Stu Kedwell discusses key themes influencing markets in the second half of 2025, including ongoing geopolitical tensions, energy prices, and declining sentiment toward the U.S. dollar. Stu also notes that IPO activity and mergers and acquisitions have been notable, indicating ongoing opportunities for growth and investment despite broader market challenges.  (Recorded: June 27, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-and-ipos-whats-driving-markets-for-the-rest-of-the-year/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses key themes influencing markets in the second half of 2025, including ongoing geopolitical tensions, energy prices, and declining sentiment toward the U.S. dollar. Stu also notes that IPO activity and mergers and acquisitions have been notable, indicating ongoing opportunities for growth and investment despite broader market challenges.  (Recorded: June 27, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-and-ipos-whats-driving-markets-for-the-rest-of-the-year/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/earnings-and-ipos-whats-driving-markets-for-the-rest-of-the-year/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/earnings-and-ipos-whats-driving-markets-for-the-rest-of-the-year/detail/?disclaimer=true Fri, 27 Jun 2025 12:00:00 GMT 19:47 false Adapting to change: How AI and strategy shape today’s investment landscape RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the latest in markets, noting that this relatively quiet period may present opportunities for selective investment strategies amid ongoing economic uncertainties and seasonal trends. Stu also highlights the evolving role of technology, including artificial intelligence, in enhancing investment analysis.  Stu Kedwell discusses the latest in markets, noting that this relatively quiet period may present opportunities for selective investment strategies amid ongoing economic uncertainties and seasonal trends. Stu also highlights the evolving role of technology, including artificial intelligence, in enhancing investment analysis.  (Recorded: June 13, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-change-how-ai-and-strategy-shape-todays-investment-landscape/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the latest in markets, noting that this relatively quiet period may present opportunities for selective investment strategies amid ongoing economic uncertainties and seasonal trends. Stu also highlights the evolving role of technology, including artificial intelligence, in enhancing investment analysis.  (Recorded: June 13, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-change-how-ai-and-strategy-shape-todays-investment-landscape/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-change-how-ai-and-strategy-shape-todays-investment-landscape/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-change-how-ai-and-strategy-shape-todays-investment-landscape/detail/?disclaimer=true Fri, 13 Jun 2025 12:00:00 GMT 16:24 false Turning market turbulence into opportunity RBC Global Asset Management (RBC GAM) Sarah Riopelle explains how market volatility can be an opportunity to buy assets at lower prices rather than a reason to panic. She highlights how she increased the equity positions in the portfolios she manages during the recent April downturn. Sarah also discusses her views on stocks and bonds and the importance of managing currency risks.  Sarah Riopelle explains how market volatility can be an opportunity to buy assets at lower prices rather than a reason to panic. She highlights how she increased the equity positions in the portfolios she manages during the recent April downturn. Sarah also discusses her views on stocks and bonds and the importance of managing currency risks.  (Recorded: June 11, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-market-turbulence-into-opportunity/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Sarah Riopelle explains how market volatility can be an opportunity to buy assets at lower prices rather than a reason to panic. She highlights how she increased the equity positions in the portfolios she manages during the recent April downturn. Sarah also discusses her views on stocks and bonds and the importance of managing currency risks.  (Recorded: June 11, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-market-turbulence-into-opportunity/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/turning-market-turbulence-into-opportunity/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/turning-market-turbulence-into-opportunity/detail/?disclaimer=true Wed, 11 Jun 2025 12:00:00 GMT 22:33 false Tax cuts and deficits: the growth balancing act RBC Global Asset Management (RBC GAM) Eric Lascelles examines economic trends, including the potential impact of President Trump’s “big, beautiful” tax bill on growth. He also explores employment data in Canada and the U.S., highlighting a rise in Canada’s unemployment rate and slightly better-than-expected U.S. job creation.  Eric Lascelles examines economic trends, including the potential impact of President Trump’s “big, beautiful” tax bill on growth. He also explores employment data in Canada and the U.S., highlighting a rise in Canada’s unemployment rate and slightly better-than-expected U.S. job creation.  (Recorded: June 6, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tax-cuts-and-deficits-the-growth-balancing-act/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Eric Lascelles examines economic trends, including the potential impact of President Trump’s “big, beautiful” tax bill on growth. He also explores employment data in Canada and the U.S., highlighting a rise in Canada’s unemployment rate and slightly better-than-expected U.S. job creation.  (Recorded: June 6, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tax-cuts-and-deficits-the-growth-balancing-act/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/tax-cuts-and-deficits-the-growth-balancing-act/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/tax-cuts-and-deficits-the-growth-balancing-act/detail/?disclaimer=true Fri, 06 Jun 2025 12:00:00 GMT 36:38 false Navigating markets amid trade tensions and tech disruptions RBC Global Asset Management (RBC GAM) David Tron discusses the market outlook as the legal battle over tariffs unfolds and highlights possible opportunities. David also talks about AI’s growing role in companies’ decision-making, and the ongoing rotation in the S&P 500 Index as outperformance cycles into growth potential.  David Tron discusses the market outlook as the legal battle over tariffs unfolds and highlights possible opportunities. David also talks about AI’s growing role in companies’ decision-making, and the ongoing rotation in the S&P 500 Index as outperformance cycles into growth potential.  (Recorded: June 2, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-markets-amid-trade-tensions-and-tech-disruptions/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Tron discusses the market outlook as the legal battle over tariffs unfolds and highlights possible opportunities. David also talks about AI’s growing role in companies’ decision-making, and the ongoing rotation in the S&P 500 Index as outperformance cycles into growth potential.  (Recorded: June 2, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-markets-amid-trade-tensions-and-tech-disruptions/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/navigating-markets-amid-trade-tensions-and-tech-disruptions/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/navigating-markets-amid-trade-tensions-and-tech-disruptions/detail/?disclaimer=true Mon, 02 Jun 2025 12:00:00 GMT 26:11 false Market shifts and AI: reshaping global equities RBC Global Asset Management (RBC GAM) Jeremy Richardson, Senior Portfolio Manager, Global Equities, RBC Global Asset Management Limited, discusses the rapid changes in market dynamics, including shifts in regional and industry performance. Jeremy also reflects on the ongoing evolution of AI as a significant investment theme and the importance of due diligence as companies continue to adopt these technologies.  Jeremy Richardson, Senior Portfolio Manager, Global Equities, RBC Global Asset Management Limited, discusses the rapid changes in market dynamics, including shifts in regional and industry performance. Jeremy also reflects on the ongoing evolution of AI as a significant investment theme and the importance of due diligence as companies continue to adopt these technologies.  (Recorded: May 30, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-shifts-and-ai-reshaping-global-equities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Jeremy Richardson, Senior Portfolio Manager, Global Equities, RBC Global Asset Management Limited, discusses the rapid changes in market dynamics, including shifts in regional and industry performance. Jeremy also reflects on the ongoing evolution of AI as a significant investment theme and the importance of due diligence as companies continue to adopt these technologies.  (Recorded: May 30, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-shifts-and-ai-reshaping-global-equities/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/market-shifts-and-ai-reshaping-global-equities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-shifts-and-ai-reshaping-global-equities/detail/?disclaimer=true Fri, 30 May 2025 12:00:00 GMT 27:30 false Opportunities and risks in a shifting Canadian market RBC Global Asset Management (RBC GAM) Stu Kedwell explores the current state of the Canadian economy, noting its sluggish performance and analyzing the latest financial reports from the country’s top banks. Stu also emphasizes the importance of diversification, spotlighting investment opportunities in non-U.S. markets and the benefits of dollar-cost averaging in uncertain times.  Stu Kedwell explores the current state of the Canadian economy, noting its sluggish performance and analyzing the latest financial reports from the country’s top banks. Stu also emphasizes the importance of diversification, spotlighting investment opportunities in non-U.S. markets and the benefits of dollar-cost averaging in uncertain times.  (Recorded: May 29, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/opportunities-and-risks-in-a-shifting-canadian-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell explores the current state of the Canadian economy, noting its sluggish performance and analyzing the latest financial reports from the country’s top banks. Stu also emphasizes the importance of diversification, spotlighting investment opportunities in non-U.S. markets and the benefits of dollar-cost averaging in uncertain times.  (Recorded: May 29, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/opportunities-and-risks-in-a-shifting-canadian-market/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/opportunities-and-risks-in-a-shifting-canadian-market/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/opportunities-and-risks-in-a-shifting-canadian-market/detail/?disclaimer=true Thu, 29 May 2025 12:00:00 GMT 21:13 false Trusting the process through market turbulence RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the importance of maintaining long-term trust in market performance despite short-term volatility, attributing the recent market decline to “self-inflicted” issues like tariffs and trade negotiations rather than broader, external forces. Stu also emphasizes dollar cost averaging as an effective strategy to help investors remain disciplined and avoid the urge to time the market.  Stu Kedwell discusses the importance of maintaining long-term trust in market performance despite short-term volatility, attributing the recent market decline to “self-inflicted” issues like tariffs and trade negotiations rather than broader, external forces. Stu also emphasizes dollar cost averaging as an effective strategy to help investors remain disciplined and avoid the urge to time the market.  (Recorded: May 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/trusting-the-process-through-market-turbulence/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell discusses the importance of maintaining long-term trust in market performance despite short-term volatility, attributing the recent market decline to “self-inflicted” issues like tariffs and trade negotiations rather than broader, external forces. Stu also emphasizes dollar cost averaging as an effective strategy to help investors remain disciplined and avoid the urge to time the market.  (Recorded: May 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/trusting-the-process-through-market-turbulence/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/trusting-the-process-through-market-turbulence/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/trusting-the-process-through-market-turbulence/detail/?disclaimer=true Wed, 21 May 2025 12:00:00 GMT 22:05 false Canadian equities: How energy, dividends, and gold are driving growth RBC Global Asset Management (RBC GAM) Scott Lysakowski highlights the strong performance of the Canadian equity market, emphasizing dividend-paying Canadian stocks, particularly in the energy sector, as attractive options. Scott also explains why gold stocks are standing out as a bright spot in markets and emphasizes the role that a disciplined approach plays in evaluating risk-reward opportunities.  Scott Lysakowski highlights the strong performance of the Canadian equity market, emphasizing dividend-paying Canadian stocks, particularly in the energy sector, as attractive options. Scott also explains why gold stocks are standing out as a bright spot in markets and emphasizes the role that a disciplined approach plays in evaluating risk-reward opportunities.  (Recorded: May 12, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-how-energy-dividends-and-gold-are-driving-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Scott Lysakowski highlights the strong performance of the Canadian equity market, emphasizing dividend-paying Canadian stocks, particularly in the energy sector, as attractive options. Scott also explains why gold stocks are standing out as a bright spot in markets and emphasizes the role that a disciplined approach plays in evaluating risk-reward opportunities.  (Recorded: May 12, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-how-energy-dividends-and-gold-are-driving-growth/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-how-energy-dividends-and-gold-are-driving-growth/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-how-energy-dividends-and-gold-are-driving-growth/detail/?disclaimer=true Mon, 12 May 2025 12:00:00 GMT 39:27 false European equities: Focusing on fundamentals RBC Global Asset Management (RBC GAM) David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, highlights the key drivers behind European equity market outperformance, including low valuations, Germany's significant fiscal stimulus, and a growing shift from a U.S.-centric to a more global investment approach. He emphasizes the importance of focusing on companies adept at navigating Europe's regulatory and economic landscape, reminding investors to prioritize fundamentals over short-term geopolitical noise to make well-informed decisions. David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, highlights the key drivers behind European equity market outperformance, including low valuations, Germany's significant fiscal stimulus, and a growing shift from a U.S.-centric to a more global investment approach. He emphasizes the importance of focusing on companies adept at navigating Europe's regulatory and economic landscape, reminding investors to prioritize fundamentals over short-term geopolitical noise to make well-informed decisions. (Recorded: May 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-focusing-on-fundamentals/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, highlights the key drivers behind European equity market outperformance, including low valuations, Germany's significant fiscal stimulus, and a growing shift from a U.S.-centric to a more global investment approach. He emphasizes the importance of focusing on companies adept at navigating Europe's regulatory and economic landscape, reminding investors to prioritize fundamentals over short-term geopolitical noise to make well-informed decisions. (Recorded: May 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-focusing-on-fundamentals/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-focusing-on-fundamentals/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-focusing-on-fundamentals/detail/?disclaimer=true Fri, 09 May 2025 12:00:00 GMT 30:25 false Adapting to market changes with Buffett wisdom RBC Global Asset Management (RBC GAM) Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  (Recorded: May 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  (Recorded: May 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

]]> https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true Wed, 07 May 2025 12:00:00 GMT 28:26 false