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., 2025 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 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 2025 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 2025 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 24:52 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 44:48 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 24:28 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 38:40 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 22:32 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 36:37 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 30:23 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 Jobs, tariffs, and growth: Navigating economic uncertainty RBC Global Asset Management (RBC GAM) Eric Lascelles discusses recent economic trends, including the latest U.S. jobs report and the impact of tariffs. Eric then focuses on commodity markets, addressing the sustainability of rising oil prices and the strong performance of Canadian commodities like gold, silver, and copper.    Eric Lascelles discusses recent economic trends, including the latest U.S. jobs report and the impact of tariffs. Eric then focuses on commodity markets, addressing the sustainability of rising oil prices and the strong performance of Canadian commodities like gold, silver, and copper.    (Recorded: May 2, 2025)

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

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

]]> Eric Lascelles discusses recent economic trends, including the latest U.S. jobs report and the impact of tariffs. Eric then focuses on commodity markets, addressing the sustainability of rising oil prices and the strong performance of Canadian commodities like gold, silver, and copper.    (Recorded: May 2, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-growth-navigating-economic-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/jobs-tariffs-and-growth-navigating-economic-uncertainty/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-growth-navigating-economic-uncertainty/detail/?disclaimer=true Fri, 02 May 2025 12:00:00 GMT 33:19 false The cost of trade: Navigating an economy under tariffs RBC Global Asset Management (RBC GAM) Eric Lascelles discusses the impact of tariffs on the economy, with a focus on inflation, purchasing power, and the potential for industry shifts due to rising costs. Eric also provides his insight on economic data and growth expectations, suggesting that while growth may be modest, a recession is not inevitable.  Explore Eric’s #MacroMemo to stay informed with the latest global economic insights: https://www.rbcgam.com/en/ca/insights/macromemo  Eric Lascelles discusses the impact of tariffs on the economy, with a focus on inflation, purchasing power, and the potential for industry shifts due to rising costs. Eric also provides his insight on economic data and growth expectations, suggesting that while growth may be modest, a recession is not inevitable.  Explore Eric’s #MacroMemo to stay informed with the latest global economic insights: https://www.rbcgam.com/en/ca/insights/macromemo  (Recorded: April 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-cost-of-trade-navigating-an-economy-under-tariffs/detail/?disclaimer=true.

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

]]> Eric Lascelles discusses the impact of tariffs on the economy, with a focus on inflation, purchasing power, and the potential for industry shifts due to rising costs. Eric also provides his insight on economic data and growth expectations, suggesting that while growth may be modest, a recession is not inevitable.  Explore Eric’s #MacroMemo to stay informed with the latest global economic insights: https://www.rbcgam.com/en/ca/insights/macromemo  (Recorded: April 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-cost-of-trade-navigating-an-economy-under-tariffs/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-cost-of-trade-navigating-an-economy-under-tariffs/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-cost-of-trade-navigating-an-economy-under-tariffs/detail/?disclaimer=true Thu, 17 Apr 2025 12:00:00 GMT 28:20 false Evaluating post-Liberation Day market moves RBC Global Asset Management (RBC GAM) Stu Kedwell discusses market reactions following the U.S. imposition of tariffs on April 2, and the ensuing 90-day pause. Stu also explores the potential headwinds and tailwinds facing earnings growth for companies, and how estimates may shift due to current uncertainties.  Stu Kedwell discusses market reactions following the U.S. imposition of tariffs on April 2, and the ensuing 90-day pause. Stu also explores the potential headwinds and tailwinds facing earnings growth for companies, and how estimates may shift due to current uncertainties.  (Recorded: April 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evaluating-post-liberation-day-market-moves/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses market reactions following the U.S. imposition of tariffs on April 2, and the ensuing 90-day pause. Stu also explores the potential headwinds and tailwinds facing earnings growth for companies, and how estimates may shift due to current uncertainties.  (Recorded: April 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evaluating-post-liberation-day-market-moves/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/evaluating-post-liberation-day-market-moves/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/evaluating-post-liberation-day-market-moves/detail/?disclaimer=true Wed, 16 Apr 2025 12:00:00 GMT 20:04 false Tariff turbulence: Adapting with active investment strategies RBC Global Asset Management (RBC GAM) Stu Kedwell examines the repercussions of new U.S. tariffs on financial markets, noting the potential for reduced global economic growth and its effects on commodities. Stu also underscores the importance of active management and being prepared to adjust and rebalance portfolios in response to the evolving economic landscape.  Stu Kedwell examines the repercussions of new U.S. tariffs on financial markets, noting the potential for reduced global economic growth and its effects on commodities. Stu also underscores the importance of active management and being prepared to adjust and rebalance portfolios in response to the evolving economic landscape.  (Recorded: April 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tariff-turbulence-adapting-with-active-investment-strategies/detail/?disclaimer=true.

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

]]> Stu Kedwell examines the repercussions of new U.S. tariffs on financial markets, noting the potential for reduced global economic growth and its effects on commodities. Stu also underscores the importance of active management and being prepared to adjust and rebalance portfolios in response to the evolving economic landscape.  (Recorded: April 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tariff-turbulence-adapting-with-active-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/tariff-turbulence-adapting-with-active-investment-strategies/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/tariff-turbulence-adapting-with-active-investment-strategies/detail/?disclaimer=true Thu, 03 Apr 2025 12:00:00 GMT 20:43 false Canada under tariffs: Analyzing trade and economic implications RBC Global Asset Management (RBC GAM) Eric Lascelles evaluates the latest tariff changes and their impact on financial markets, with particular focus on Canada, noting that Canada's evasion of extreme tariffs could potentially boost its appeal to investors. He underscores the economic climate's unpredictability and stresses the importance of remaining focused and informed in these times.  Eric Lascelles evaluates the latest tariff changes and their impact on financial markets, with particular focus on Canada, noting that Canada's evasion of extreme tariffs could potentially boost its appeal to investors. He underscores the economic climate's unpredictability and stresses the importance of remaining focused and informed in these times.  (Recorded: April 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canada-under-tariffs-analyzing-trade-and-economic-implications/detail/?disclaimer=true.

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

]]> Eric Lascelles evaluates the latest tariff changes and their impact on financial markets, with particular focus on Canada, noting that Canada's evasion of extreme tariffs could potentially boost its appeal to investors. He underscores the economic climate's unpredictability and stresses the importance of remaining focused and informed in these times.  (Recorded: April 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canada-under-tariffs-analyzing-trade-and-economic-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/canada-under-tariffs-analyzing-trade-and-economic-implications/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canada-under-tariffs-analyzing-trade-and-economic-implications/detail/?disclaimer=true Thu, 03 Apr 2025 12:00:00 GMT 20:01 false Understanding relative strength in stock performance RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the concept of relative strength, which compares a company's share price performance to the market as a whole, as a key factor in analyzing market movements. Stu also mentions the importance of putting money to work during panic, using strategies such as dollar cost averaging.  Stu Kedwell discusses the concept of relative strength, which compares a company's share price performance to the market as a whole, as a key factor in analyzing market movements. Stu also mentions the importance of putting money to work during panic, using strategies such as dollar cost averaging.  (Recorded: March 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-relative-strength-in-stock-performance/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses the concept of relative strength, which compares a company's share price performance to the market as a whole, as a key factor in analyzing market movements. Stu also mentions the importance of putting money to work during panic, using strategies such as dollar cost averaging.  (Recorded: March 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-relative-strength-in-stock-performance/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/understanding-relative-strength-in-stock-performance/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/understanding-relative-strength-in-stock-performance/detail/?disclaimer=true Mon, 24 Mar 2025 12:00:00 GMT 19:13 false Tactical moves and equity strategies amid market uncertainty RBC Global Asset Management (RBC GAM) Sarah Riopelle discusses the recent tactical asset mix change in the portfolios she manages to take advantage of opportunities as the market shifts. Sarah also discusses how she is prepared to adjust her position as market conditions continue to evolve, and why a flexible approach to her investment strategy is essential.  Sarah Riopelle discusses the recent tactical asset mix change in the portfolios she manages to take advantage of opportunities as the market shifts. Sarah also discusses how she is prepared to adjust her position as market conditions continue to evolve, and why a flexible approach to her investment strategy is essential.  (Recorded: March 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-moves-and-equity-strategies-amid-market-uncertainty/detail/?disclaimer=true.

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

]]> Sarah Riopelle discusses the recent tactical asset mix change in the portfolios she manages to take advantage of opportunities as the market shifts. Sarah also discusses how she is prepared to adjust her position as market conditions continue to evolve, and why a flexible approach to her investment strategy is essential.  (Recorded: March 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-moves-and-equity-strategies-amid-market-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/tactical-moves-and-equity-strategies-amid-market-uncertainty/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/tactical-moves-and-equity-strategies-amid-market-uncertainty/detail/?disclaimer=true Tue, 18 Mar 2025 12:00:00 GMT 15:31 false The future of tech investing: insights on AI, market corrections, and growth RBC Global Asset Management (RBC GAM) Robert Cavallo and Marcello Montanari chat about monitoring various, complex developments across different sectors, with a particular focus on technology. They also discuss the necessity for investors to be well-informed and to maintain a long-term outlook about technological advancements and their impact on stock valuations and portfolio management.  Robert Cavallo and Marcello Montanari chat about monitoring various, complex developments across different sectors, with a particular focus on technology. They also discuss the necessity for investors to be well-informed and to maintain a long-term outlook about technological advancements and their impact on stock valuations and portfolio management.  (Recorded: March 17, 2025)

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

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

]]> Robert Cavallo and Marcello Montanari chat about monitoring various, complex developments across different sectors, with a particular focus on technology. They also discuss the necessity for investors to be well-informed and to maintain a long-term outlook about technological advancements and their impact on stock valuations and portfolio management.  (Recorded: March 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-future-of-tech-investing-insights-on-ai-market-corrections-and-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/the-future-of-tech-investing-insights-on-ai-market-corrections-and-growth/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-future-of-tech-investing-insights-on-ai-market-corrections-and-growth/detail/?disclaimer=true Mon, 17 Mar 2025 12:00:00 GMT 36:57 false Understanding market pullbacks as opportunities RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the impact of policy changes and economic indicators on market uncertainty and their influence on investment decisions. Stu also dives into the emotional challenges that come with market downturns, and how they can present investors with opportunities to potentially enhance returns by sticking to their investment plans.  Stu Kedwell discusses the impact of policy changes and economic indicators on market uncertainty and their influence on investment decisions. Stu also dives into the emotional challenges that come with market downturns, and how they can present investors with opportunities to potentially enhance returns by sticking to their investment plans.  (Recorded: March 13, 2025)

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

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

]]> Stu Kedwell discusses the impact of policy changes and economic indicators on market uncertainty and their influence on investment decisions. Stu also dives into the emotional challenges that come with market downturns, and how they can present investors with opportunities to potentially enhance returns by sticking to their investment plans.  (Recorded: March 13, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-market-pullbacks-as-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/understanding-market-pullbacks-as-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/understanding-market-pullbacks-as-opportunities/detail/?disclaimer=true Thu, 13 Mar 2025 12:00:00 GMT 26:57 false Geopolitical storms cloud the economic outlook RBC Global Asset Management (RBC GAM) Eric Lascelles discusses the current geopolitical climate and explores how ongoing policy uncertainty could affect economies, particularly GDP and stock market performance. Eric covers concerns about tariffs and their potential to disrupt economic plans, particularly in relation to growth and managing the deficit.  Eric Lascelles discusses the current geopolitical climate and explores how ongoing policy uncertainty could affect economies, particularly GDP and stock market performance. Eric covers concerns about tariffs and their potential to disrupt economic plans, particularly in relation to growth and managing the deficit.  (Recorded: March 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-storms-cloud-the-economic-outlook/detail/?disclaimer=true.

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

]]> Eric Lascelles discusses the current geopolitical climate and explores how ongoing policy uncertainty could affect economies, particularly GDP and stock market performance. Eric covers concerns about tariffs and their potential to disrupt economic plans, particularly in relation to growth and managing the deficit.  (Recorded: March 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-storms-cloud-the-economic-outlook/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-storms-cloud-the-economic-outlook/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-storms-cloud-the-economic-outlook/detail/?disclaimer=true Fri, 07 Mar 2025 12:00:00 GMT 17:57 false Risk vs. return: Finding a balanced investment strategy for 2025 RBC Global Asset Management (RBC GAM) Sarah Riopelle discusses equity market performance and various risks so far this year, as well as recent developments in bond markets. Sarah also touches on the importance of active management within investment portfolios in navigating market conditions.  Sarah Riopelle discusses equity market performance and various risks so far this year, as well as recent developments in bond markets. Sarah also touches on the importance of active management within investment portfolios in navigating market conditions.  (Recorded: February 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/risk-vs-return-finding-a-balanced-investment-strategy-for-2025/detail/?disclaimer=true.

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

]]> Sarah Riopelle discusses equity market performance and various risks so far this year, as well as recent developments in bond markets. Sarah also touches on the importance of active management within investment portfolios in navigating market conditions.  (Recorded: February 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/risk-vs-return-finding-a-balanced-investment-strategy-for-2025/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/risk-vs-return-finding-a-balanced-investment-strategy-for-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/risk-vs-return-finding-a-balanced-investment-strategy-for-2025/detail/?disclaimer=true Mon, 24 Feb 2025 12:00:00 GMT 29:27 false An investment faceoff RBC Global Asset Management (RBC GAM) Stu Kedwell shares his thoughts on a hodgepodge of investment topics, taking inspiration from the gloves hitting the ice during the recent Canada-U.S. hockey game. Dave and Stu discuss the emotions felt when investing versus watching a high-profile hockey game.  Stu Kedwell shares his thoughts on a hodgepodge of investment topics, taking inspiration from the gloves hitting the ice during the recent Canada-U.S. hockey game. Dave and Stu discuss the emotions felt when investing versus watching a high-profile hockey game.  (Recorded: February 20, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investment-stus-faceoff-with-dave/detail/?disclaimer=true.

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

]]> Stu Kedwell shares his thoughts on a hodgepodge of investment topics, taking inspiration from the gloves hitting the ice during the recent Canada-U.S. hockey game. Dave and Stu discuss the emotions felt when investing versus watching a high-profile hockey game.  (Recorded: February 20, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investment-stus-faceoff-with-dave/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/investment-stus-faceoff-with-dave/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/investment-stus-faceoff-with-dave/detail/?disclaimer=true Thu, 20 Feb 2025 12:00:00 GMT 26:45 false Beyond borders: The economic impact of trade barriers RBC Global Asset Management (RBC GAM) Eric Lascelles discusses the latest jobs reports, diving into the complexities and uncertainty around U.S. tariffs and how market reactions could influence political decisions and future negotiations. Eric also highlights the importance of keeping economic fundamentals in mind and making consistent, rational decisions for long-term investment success. Eric Lascelles discusses the latest jobs reports, diving into the complexities and uncertainty around U.S. tariffs and how market reactions could influence political decisions and future negotiations. Eric also highlights the importance of keeping economic fundamentals in mind and making consistent, rational decisions for long-term investment success. (Recorded: February 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beyond-borders-the-economic-impact-of-trade-barriers/detail/?disclaimer=true.

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

]]> Eric Lascelles discusses the latest jobs reports, diving into the complexities and uncertainty around U.S. tariffs and how market reactions could influence political decisions and future negotiations. Eric also highlights the importance of keeping economic fundamentals in mind and making consistent, rational decisions for long-term investment success. (Recorded: February 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beyond-borders-the-economic-impact-of-trade-barriers/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-borders-the-economic-impact-of-trade-barriers/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/beyond-borders-the-economic-impact-of-trade-barriers/detail/?disclaimer=true Mon, 10 Feb 2025 12:00:00 GMT 35:28 false Assessing the market reaction to tariffs RBC Global Asset Management (RBC GAM) Stu Kedwell examines the market's reaction to the threat of tariffs by the U.S. and how it impacts investor behaviour and market valuations. Stu also explains the importance of long-term investment strategies, especially in the face of potential economic challenges or market disruptions, and the benefits of patience in these scenarios.  Stu Kedwell examines the market's reaction to the threat of tariffs by the U.S. and how it impacts investor behaviour and market valuations. Stu also explains the importance of long-term investment strategies, especially in the face of potential economic challenges or market disruptions, and the benefits of patience in these scenarios.  (Recorded: February 4, 2025)

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

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

]]> Stu Kedwell examines the market's reaction to the threat of tariffs by the U.S. and how it impacts investor behaviour and market valuations. Stu also explains the importance of long-term investment strategies, especially in the face of potential economic challenges or market disruptions, and the benefits of patience in these scenarios.  (Recorded: February 4, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/assessing-the-market-reaction-to-tariffs/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/assessing-the-market-reaction-to-tariffs/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/assessing-the-market-reaction-to-tariffs/detail/?disclaimer=true Tue, 04 Feb 2025 12:00:00 GMT 34:16 false The tariff effect: What’s next for the North American economy? RBC Global Asset Management (RBC GAM) Eric Lascelles discusses potential of tariffs by the United States, their economic impact, the likelihood of various tariff scenarios and the importance of negotiations between countries to mitigate damage. Eric also reviews the Bank of Canada's interest rate decisions in response to economic uncertainties, and the U.S. Federal Reserve's decision to maintain its policy rate.  Eric Lascelles discusses potential of tariffs by the United States, their economic impact, the likelihood of various tariff scenarios and the importance of negotiations between countries to mitigate damage. Eric also reviews the Bank of Canada's interest rate decisions in response to economic uncertainties, and the U.S. Federal Reserve's decision to maintain its policy rate.  (Recorded: January 31, 2025)

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

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

]]> Eric Lascelles discusses potential of tariffs by the United States, their economic impact, the likelihood of various tariff scenarios and the importance of negotiations between countries to mitigate damage. Eric also reviews the Bank of Canada's interest rate decisions in response to economic uncertainties, and the U.S. Federal Reserve's decision to maintain its policy rate.  (Recorded: January 31, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-tariff-effect-whats-next-for-the-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/the-tariff-effect-whats-next-for-the-north-american-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-tariff-effect-whats-next-for-the-north-american-economy/detail/?disclaimer=true Fri, 31 Jan 2025 12:00:00 GMT 34:36 false Adapting to market surprises: The impact of DeepSeek's AI breakthrough RBC Global Asset Management (RBC GAM) Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions.  Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions.  (Recorded: January 29, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-surprises-the-impact-of-deepseeks-ai-breakthrough/detail/?disclaimer=true.

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

]]> Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions.  (Recorded: January 29, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-surprises-the-impact-of-deepseeks-ai-breakthrough/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-surprises-the-impact-of-deepseeks-ai-breakthrough/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-surprises-the-impact-of-deepseeks-ai-breakthrough/detail/?disclaimer=true Wed, 29 Jan 2025 12:00:00 GMT 22:03 false What’s driving infrastructure in 2025? RBC Global Asset Management (RBC GAM) Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity.  Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity.  (Recorded: January 28, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-infrastructure-in-2025/detail/?disclaimer=true.

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

]]> Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity.  (Recorded: January 28, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-infrastructure-in-2025/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-driving-infrastructure-in-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-infrastructure-in-2025/detail/?disclaimer=true Tue, 28 Jan 2025 12:00:00 GMT 32:23 false Climbing higher: Navigating inflated U.S. valuations RBC Global Asset Management (RBC GAM) Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market.  Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market.  (Recorded: January 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climbing-higher-navigating-inflated-us-valuations/detail/?disclaimer=true.

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

]]> Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market.  (Recorded: January 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climbing-higher-navigating-inflated-us-valuations/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/climbing-higher-navigating-inflated-us-valuations/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/climbing-higher-navigating-inflated-us-valuations/detail/?disclaimer=true Thu, 23 Jan 2025 12:00:00 GMT 19:50 false Fixed income in 2025: the upside of ‘boring’ RBC Global Asset Management (RBC GAM) Dagmara Fijalkowski reviews fixed income markets in 2024, highlighting how shifts in long-term inflation, recession expectations, and rate cuts have impacted the trajectory of yields for the year ahead. Dagmara also explores the currency outlook and the implications of a new U.S. administration and policies for investors.  Dagmara Fijalkowski reviews fixed income markets in 2024, highlighting how shifts in long-term inflation, recession expectations, and rate cuts have impacted the trajectory of yields for the year ahead. Dagmara also explores the currency outlook and the implications of a new U.S. administration and policies for investors.  (Recorded: January 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-in-2025-the-upside-of-boring/detail/?disclaimer=true.

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

]]> Dagmara Fijalkowski reviews fixed income markets in 2024, highlighting how shifts in long-term inflation, recession expectations, and rate cuts have impacted the trajectory of yields for the year ahead. Dagmara also explores the currency outlook and the implications of a new U.S. administration and policies for investors.  (Recorded: January 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-in-2025-the-upside-of-boring/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-in-2025-the-upside-of-boring/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-in-2025-the-upside-of-boring/detail/?disclaimer=true Tue, 21 Jan 2025 12:00:00 GMT 41:51 false European equities in 2025: signs of steadiness? RBC Global Asset Management (RBC GAM) David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses the outlook for European equities and notes that despite a time of heightened geopolitical and economic uncertainty, opportunities may still emerge as things become ‘less worse.’ David also looks at interesting trends in sectors and industries including discretionary luxury goods, weight-loss drugs, and AI technology.  David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses the outlook for European equities and notes that despite a time of heightened geopolitical and economic uncertainty, opportunities may still emerge as things become ‘less worse.’ David also looks at interesting trends in sectors and industries including discretionary luxury goods, weight-loss drugs, and AI technology.  (Recorded: January 20, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-in-2025-signs-of-steadiness/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 the outlook for European equities and notes that despite a time of heightened geopolitical and economic uncertainty, opportunities may still emerge as things become ‘less worse.’ David also looks at interesting trends in sectors and industries including discretionary luxury goods, weight-loss drugs, and AI technology.  (Recorded: January 20, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-in-2025-signs-of-steadiness/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-in-2025-signs-of-steadiness/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-in-2025-signs-of-steadiness/detail/?disclaimer=true Mon, 20 Jan 2025 12:00:00 GMT 36:39 false Staying consistent after a mixed start to the year RBC Global Asset Management (RBC GAM) Stu Kedwell recaps the first weeks of 2025 in markets and explains how investors can navigate the many unknowns still ahead. Stu also discusses the importance of a strong management team within companies as they can help to expand the margins and free-cash flow generation.  Stu Kedwell recaps the first weeks of 2025 in markets and explains how investors can navigate the many unknowns still ahead. Stu also discusses the importance of a strong management team within companies as they can help to expand the margins and free-cash flow generation.  (Recorded: January 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-consistent-after-a-mixed-start-to-the-year/detail/?disclaimer=true.

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

]]> Stu Kedwell recaps the first weeks of 2025 in markets and explains how investors can navigate the many unknowns still ahead. Stu also discusses the importance of a strong management team within companies as they can help to expand the margins and free-cash flow generation.  (Recorded: January 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-consistent-after-a-mixed-start-to-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/staying-consistent-after-a-mixed-start-to-the-year/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/staying-consistent-after-a-mixed-start-to-the-year/detail/?disclaimer=true Fri, 17 Jan 2025 12:00:00 GMT 20:15 false Positioning for long-term success in 2025 RBC Global Asset Management (RBC GAM) Habib Subjally, Managing Director & Senior Portfolio Manager, Head of Global Equities, RBC Global Asset Management Limited, discusses the elements that go into building robust portfolios and identifying companies that can capture growth and withstand risks. Habib also shares his outlook for the year ahead, noting key 2024 themes like weight-loss drugs and AI technologies will likely evolve further.  Habib Subjally, Managing Director & Senior Portfolio Manager, Head of Global Equities, RBC Global Asset Management Limited, discusses the elements that go into building robust portfolios and identifying companies that can capture growth and withstand risks. Habib also shares his outlook for the year ahead, noting key 2024 themes like weight-loss drugs and AI technologies will likely evolve further.  (Recorded: January 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-long-term-success-in-2025/detail/?disclaimer=true.

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

]]> Habib Subjally, Managing Director & Senior Portfolio Manager, Head of Global Equities, RBC Global Asset Management Limited, discusses the elements that go into building robust portfolios and identifying companies that can capture growth and withstand risks. Habib also shares his outlook for the year ahead, noting key 2024 themes like weight-loss drugs and AI technologies will likely evolve further.  (Recorded: January 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-long-term-success-in-2025/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/positioning-for-long-term-success-in-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-long-term-success-in-2025/detail/?disclaimer=true Thu, 16 Jan 2025 12:00:00 GMT 39:40 false Will job market strength leave rate cuts in question? RBC Global Asset Management (RBC GAM) Eric Lascelles reviews December’s jobs reports for both Canada and the U.S. and why employment growth could diminish the outlook for further rate cuts in 2025. Eric also discusses other key economic themes on his radar, including the potential impact of Trump’s tariff plans and if growth is on the way for the Canadian economy.  Eric Lascelles reviews December’s jobs reports for both Canada and the U.S. and why employment growth could diminish the outlook for further rate cuts in 2025. Eric also discusses other key economic themes on his radar, including the potential impact of Trump’s tariff plans and if growth is on the way for the Canadian economy.  (Recorded: January 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/will-job-market-strength-leave-rate-cuts-in-question/detail/?disclaimer=true.

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

]]> Eric Lascelles reviews December’s jobs reports for both Canada and the U.S. and why employment growth could diminish the outlook for further rate cuts in 2025. Eric also discusses other key economic themes on his radar, including the potential impact of Trump’s tariff plans and if growth is on the way for the Canadian economy.  (Recorded: January 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/will-job-market-strength-leave-rate-cuts-in-question/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/will-job-market-strength-leave-rate-cuts-in-question/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/will-job-market-strength-leave-rate-cuts-in-question/detail/?disclaimer=true Wed, 15 Jan 2025 12:00:00 GMT 32:13 false Emerging market equities in 2025: charting uncertainty RBC Global Asset Management (RBC GAM) Philippe Langham recaps emerging market equities in 2024, noting renewed underperformance following Trump’s re-election. Phillippe also discusses what could be ahead for the asset class in 2025, considering the potential impact of Trump’s threats of tariffs on economies like China, shifting trade dynamics, and opportunities for EM tech manufacturers.  Philippe Langham recaps emerging market equities in 2024, noting renewed underperformance following Trump’s re-election. Phillippe also discusses what could be ahead for the asset class in 2025, considering the potential impact of Trump’s threats of tariffs on economies like China, shifting trade dynamics, and opportunities for EM tech manufacturers.  (Recorded: January 14, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-market-equities-in-2025-charting-uncertainty/detail/?disclaimer=true.

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

]]> Philippe Langham recaps emerging market equities in 2024, noting renewed underperformance following Trump’s re-election. Phillippe also discusses what could be ahead for the asset class in 2025, considering the potential impact of Trump’s threats of tariffs on economies like China, shifting trade dynamics, and opportunities for EM tech manufacturers.  (Recorded: January 14, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-market-equities-in-2025-charting-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/emerging-market-equities-in-2025-charting-uncertainty/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/emerging-market-equities-in-2025-charting-uncertainty/detail/?disclaimer=true Tue, 14 Jan 2025 12:00:00 GMT 29:24 false Curious about North American equities? RBC Global Asset Management (RBC GAM) The Co-Heads of North American Equities are formally welcomed to The Download podcast in their new roles. As they look back at 2024, Irene Fernando focuses on the performance of Canadian banks, while Sarah Neilson looks at commodities.  The Co-Heads of North American Equities are formally welcomed to The Download podcast in their new roles. As they look back at 2024, Irene Fernando focuses on the performance of Canadian banks, while Sarah Neilson looks at commodities.  (Recorded: January 10, 2025)

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

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

]]> The Co-Heads of North American Equities are formally welcomed to The Download podcast in their new roles. As they look back at 2024, Irene Fernando focuses on the performance of Canadian banks, while Sarah Neilson looks at commodities.  (Recorded: January 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/curious-about-north-american-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/curious-about-north-american-equities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/curious-about-north-american-equities/detail/?disclaimer=true Fri, 10 Jan 2025 12:00:00 GMT 38:46 false Balancing risk and reward in 2025 RBC Global Asset Management (RBC GAM) Sarah Riopelle reflects on key takeaways from 2024 and how a tactical approach to asset allocation is key in a market full of surprises. Sarah also discusses the potential risks to economic growth in 2025, including geopolitical tensions and policy changes and why she is maintaining a neutral asset mix to set up for the year ahead.  Sarah Riopelle reflects on key takeaways from 2024 and how a tactical approach to asset allocation is key in a market full of surprises. Sarah also discusses the potential risks to economic growth in 2025, including geopolitical tensions and policy changes and why she is maintaining a neutral asset mix to set up for the year ahead.  (Recorded: January 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/balancing-risk-and-reward-in-2025/detail/?disclaimer=true.

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

]]> Sarah Riopelle reflects on key takeaways from 2024 and how a tactical approach to asset allocation is key in a market full of surprises. Sarah also discusses the potential risks to economic growth in 2025, including geopolitical tensions and policy changes and why she is maintaining a neutral asset mix to set up for the year ahead.  (Recorded: January 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/balancing-risk-and-reward-in-2025/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/balancing-risk-and-reward-in-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/balancing-risk-and-reward-in-2025/detail/?disclaimer=true Fri, 10 Jan 2025 12:00:00 GMT 26:11 false Market trends to watch in 2025 RBC Global Asset Management (RBC GAM) Stu Kedwell discusses where the potential opportunities could lie in 2025, with a focus on dividend stocks for Canadian investors. Stu also talks about changing market expectations around Fed interest rate cuts and what that could mean for bond investors.  Stu Kedwell discusses where the potential opportunities could lie in 2025, with a focus on dividend stocks for Canadian investors. Stu also talks about changing market expectations around Fed interest rate cuts and what that could mean for bond investors.  (Recorded: January 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-trends-to-watch-in-2025/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses where the potential opportunities could lie in 2025, with a focus on dividend stocks for Canadian investors. Stu also talks about changing market expectations around Fed interest rate cuts and what that could mean for bond investors.  (Recorded: January 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-trends-to-watch-in-2025/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-trends-to-watch-in-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-trends-to-watch-in-2025/detail/?disclaimer=true Thu, 09 Jan 2025 12:00:00 GMT 21:39 false Fixed income outlook: risks and opportunities ahead in 2025 RBC Global Asset Management (RBC GAM) Andrzej Skiba discusses the outlook for fixed income amid surging U.S. Treasury yields and potential tariff risks. Andrzej also highlights the importance of challenging market views and questioning investment decisions particularly with changing expectations around rate cuts as seen in 2024.  Andrzej Skiba discusses the outlook for fixed income amid surging U.S. Treasury yields and potential tariff risks. Andrzej also highlights the importance of challenging market views and questioning investment decisions particularly with changing expectations around rate cuts as seen in 2024.  (Recorded: January 8, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-outlook-risks-and-opportunities-ahead-in-2025/detail/?disclaimer=true.

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

]]> Andrzej Skiba discusses the outlook for fixed income amid surging U.S. Treasury yields and potential tariff risks. Andrzej also highlights the importance of challenging market views and questioning investment decisions particularly with changing expectations around rate cuts as seen in 2024.  (Recorded: January 8, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-outlook-risks-and-opportunities-ahead-in-2025/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-outlook-risks-and-opportunities-ahead-in-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-outlook-risks-and-opportunities-ahead-in-2025/detail/?disclaimer=true Wed, 08 Jan 2025 12:00:00 GMT 27:18 false Canadian equities: Market outlook for 2025 RBC Global Asset Management (RBC GAM) Scott Lysakowski reflects on Canadian market performance in 2024. Scott then looks ahead to potential opportunities for investors in 2025 as Canada’s political and policy landscape changes.  Scott Lysakowski reflects on Canadian market performance in 2024. Scott then looks ahead to potential opportunities for investors in 2025 as Canada’s political and policy landscape changes.  (Recorded: January 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-market-outlook-for-2025/detail/?disclaimer=true.

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

]]> Scott Lysakowski reflects on Canadian market performance in 2024. Scott then looks ahead to potential opportunities for investors in 2025 as Canada’s political and policy landscape changes.  (Recorded: January 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-market-outlook-for-2025/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-market-outlook-for-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-market-outlook-for-2025/detail/?disclaimer=true Tue, 07 Jan 2025 12:00:00 GMT 42:45 false 2024 in review: What markets taught us RBC Global Asset Management (RBC GAM) Stu Kedwell reflects on 2024 in markets, including mega-cap concentration, shifting recession calls, and recent post-election enthusiasm. Stu also explains how a diversified strategy can help you navigate market events to come in the year ahead.  Stu Kedwell reflects on 2024 in markets, including mega-cap concentration, shifting recession calls, and recent post-election enthusiasm. Stu also explains how a diversified strategy can help you navigate market events to come in the year ahead.  (Recorded: December 17, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2024-in-review-what-markets-taught-us/detail/?disclaimer=true.

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

]]> Stu Kedwell reflects on 2024 in markets, including mega-cap concentration, shifting recession calls, and recent post-election enthusiasm. Stu also explains how a diversified strategy can help you navigate market events to come in the year ahead.  (Recorded: December 17, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2024-in-review-what-markets-taught-us/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/2024-in-review-what-markets-taught-us/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/2024-in-review-what-markets-taught-us/detail/?disclaimer=true Tue, 17 Dec 2024 12:00:00 GMT 26:13 false Technology trends to watch for in 2025 RBC Global Asset Management (RBC GAM) Marcello Montanari explores the latest developments in the technology sector, examining how long the super cycle driven by tech giants will continue and diving into emerging technologies shaping the future of the industry.  Marcello Montanari explores the latest developments in the technology sector, examining how long the super cycle driven by tech giants will continue and diving into emerging technologies shaping the future of the industry.  (Recorded: December 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/technology-trends-to-watch-for-in-2025/detail/?disclaimer=true.

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

]]> Marcello Montanari explores the latest developments in the technology sector, examining how long the super cycle driven by tech giants will continue and diving into emerging technologies shaping the future of the industry.  (Recorded: December 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/technology-trends-to-watch-for-in-2025/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/technology-trends-to-watch-for-in-2025/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/technology-trends-to-watch-for-in-2025/detail/?disclaimer=true Fri, 13 Dec 2024 12:00:00 GMT 23:47 false Navigating uncertainty: Bank earnings reflect challenged Canadian economy RBC Global Asset Management (RBC GAM) Stu Kedwell discusses Canadian big bank earnings results and what they reveal about the current state of the economy, as well as the direction for further Bank of Canada interest rate cuts.  Stu Kedwell discusses Canadian big bank earnings results and what they reveal about the current state of the economy, as well as the direction for further Bank of Canada interest rate cuts.  (Recorded: December 9, 2024)

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

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

]]> Stu Kedwell discusses Canadian big bank earnings results and what they reveal about the current state of the economy, as well as the direction for further Bank of Canada interest rate cuts.  (Recorded: December 9, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-uncertainty-bank-earnings-reflect-challenged-canadian-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/navigating-uncertainty-bank-earnings-reflect-challenged-canadian-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/navigating-uncertainty-bank-earnings-reflect-challenged-canadian-economy/detail/?disclaimer=true Mon, 09 Dec 2024 12:00:00 GMT 19:26 false November jobs report: U.S. rebounds, Canadian unemployment rises RBC Global Asset Management (RBC GAM) Eric Lascelles shares his thoughts on the path ahead for rate cuts and the economy as the U.S. and Canada release their latest jobs reports.  Eric Lascelles shares his thoughts on the path ahead for rate cuts and the economy as the U.S. and Canada release their latest jobs reports.  (Recorded: December 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/november-jobs-report-us-rebounds-canadian-unemployment-rises/detail/?disclaimer=true.

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

]]> Eric Lascelles shares his thoughts on the path ahead for rate cuts and the economy as the U.S. and Canada release their latest jobs reports.  (Recorded: December 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/november-jobs-report-us-rebounds-canadian-unemployment-rises/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/november-jobs-report-us-rebounds-canadian-unemployment-rises/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/november-jobs-report-us-rebounds-canadian-unemployment-rises/detail/?disclaimer=true Fri, 06 Dec 2024 12:00:00 GMT 28:59 false Piloting through turbulence: portfolio engineering in investment management RBC Global Asset Management (RBC GAM) Stu Kedwell discusses portfolio engineering and how he uses it as a part of a broadly diversified portfolio management strategy. Stu also talks about Trump’s proposed tariffs for Canada and explains the near- and long-term impacts these potential changes may have on companies.  Stu Kedwell discusses portfolio engineering and how he uses it as a part of a broadly diversified portfolio management strategy. Stu also talks about Trump’s proposed tariffs for Canada and explains the near- and long-term impacts these potential changes may have on companies.  (Recorded: December 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/piloting-through-turbulence-portfolio-engineering-in-investment-management/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses portfolio engineering and how he uses it as a part of a broadly diversified portfolio management strategy. Stu also talks about Trump’s proposed tariffs for Canada and explains the near- and long-term impacts these potential changes may have on companies.  (Recorded: December 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/piloting-through-turbulence-portfolio-engineering-in-investment-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/piloting-through-turbulence-portfolio-engineering-in-investment-management/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/piloting-through-turbulence-portfolio-engineering-in-investment-management/detail/?disclaimer=true Tue, 03 Dec 2024 12:00:00 GMT 29:45 false Insights into infrastructure investing RBC Global Asset Management (RBC GAM) Andrew Hay discusses the landscape of infrastructure investments and the potential opportunities the asset class may provide within portfolios. Andrew also dives into digital infrastructure, including data centers, communication towers, and fiber cables as demand for digital connectivity grows.   Andrew Hay discusses the landscape of infrastructure investments and the potential opportunities the asset class may provide within portfolios. Andrew also dives into digital infrastructure, including data centers, communication towers, and fiber cables as demand for digital connectivity grows.   (Recorded: November 29, 2024)

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

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

]]> Andrew Hay discusses the landscape of infrastructure investments and the potential opportunities the asset class may provide within portfolios. Andrew also dives into digital infrastructure, including data centers, communication towers, and fiber cables as demand for digital connectivity grows.   (Recorded: November 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-infrastructure-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/insights-into-infrastructure-investing/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-infrastructure-investing/detail/?disclaimer=true Fri, 29 Nov 2024 12:00:00 GMT 30:49 false Talking about tariffs: what’s next for the Canadian economy? RBC Global Asset Management (RBC GAM) Eric Lascelles discusses some considerations and potential implications for the Canadian economy should Donald Trump’s proposed tariff policies be enacted.  Eric Lascelles discusses some considerations and potential implications for the Canadian economy should Donald Trump’s proposed tariff policies be enacted.  (Recorded: November 26, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-about-tariffs-whats-next-for-the-canadian-economy/detail/?disclaimer=true.

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

]]> Eric Lascelles discusses some considerations and potential implications for the Canadian economy should Donald Trump’s proposed tariff policies be enacted.  (Recorded: November 26, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-about-tariffs-whats-next-for-the-canadian-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/talking-about-tariffs-whats-next-for-the-canadian-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/talking-about-tariffs-whats-next-for-the-canadian-economy/detail/?disclaimer=true Tue, 26 Nov 2024 12:00:00 GMT 21:59 false Market news: the U.S. soars ahead while Canada holds back RBC Global Asset Management (RBC GAM) Stu Kedwell talks about why investor sentiment is on the rise in the U.S., while Canadian investors appear to be taking a more cautious approach.  Stu Kedwell talks about why investor sentiment is on the rise in the U.S., while Canadian investors appear to be taking a more cautious approach.  (Recorded: November 19, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-us-soars-ahead-while-canada-holds-back/detail/?disclaimer=true.

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

]]> Stu Kedwell talks about why investor sentiment is on the rise in the U.S., while Canadian investors appear to be taking a more cautious approach.  (Recorded: November 19, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-us-soars-ahead-while-canada-holds-back/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-news-the-us-soars-ahead-while-canada-holds-back/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-us-soars-ahead-while-canada-holds-back/detail/?disclaimer=true Tue, 19 Nov 2024 12:00:00 GMT 21:02 false Staying invested: a strategy for all eras RBC Global Asset Management (RBC GAM) Sarah Riopelle discusses why it’s important for investors to remain focused on the long term and stay invested through periods of short-term volatility. Sarah also discusses how she’s been tactically active in fixed income in recent months and why she is now neutrally positioning the portfolio’s she manages given her outlook for stocks and bonds.  Unless specified, returns refer to RBC Select Very Conservative Portfolio, RBC Select Conservative Portfolio, RBC Select Balanced Portfolio, and RBC Canadian Bond Index ETF Fund as of October 31, 2024. Standard Performance data for Series A of RBC Select Very Conservative Portfolio is: 1yr: 13.8%; 3yr: 0.8%; 5yr: 2.6% and 10yr: 3.1%. Standard Performance data for Series A of RBC Select Conservative Portfolio is: 1yr: 17.1%; 3yr: 2.4%; 5yr: 4.3% and 10yr: 4.3%. Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 21.6%; 3yr: 3.4%; 5yr: 6.0% and 10yr: 5.8%. Standard Performance data for Series A of RBC Canadian Bond Index ETF Fund is: 1yr: 10.7%; 3yr: -0.7%; 5yr: -0.2% and 10yr: 1.4%.   Please consult your advisor and read the prospectus or 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 discusses why it’s important for investors to remain focused on the long term and stay invested through periods of short-term volatility. Sarah also discusses how she’s been tactically active in fixed income in recent months and why she is now neutrally positioning the portfolio’s she manages given her outlook for stocks and bonds.  Unless specified, returns refer to RBC Select Very Conservative Portfolio, RBC Select Conservative Portfolio, RBC Select Balanced Portfolio, and RBC Canadian Bond Index ETF Fund as of October 31, 2024. Standard Performance data for Series A of RBC Select Very Conservative Portfolio is: 1yr: 13.8%; 3yr: 0.8%; 5yr: 2.6% and 10yr: 3.1%. Standard Performance data for Series A of RBC Select Conservative Portfolio is: 1yr: 17.1%; 3yr: 2.4%; 5yr: 4.3% and 10yr: 4.3%. Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 21.6%; 3yr: 3.4%; 5yr: 6.0% and 10yr: 5.8%. Standard Performance data for Series A of RBC Canadian Bond Index ETF Fund is: 1yr: 10.7%; 3yr: -0.7%; 5yr: -0.2% and 10yr: 1.4%.   Please consult your advisor and read the prospectus or 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: November 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-invested-a-strategy-for-all-eras/detail/?disclaimer=true.

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

]]> Sarah Riopelle discusses why it’s important for investors to remain focused on the long term and stay invested through periods of short-term volatility. Sarah also discusses how she’s been tactically active in fixed income in recent months and why she is now neutrally positioning the portfolio’s she manages given her outlook for stocks and bonds.  Unless specified, returns refer to RBC Select Very Conservative Portfolio, RBC Select Conservative Portfolio, RBC Select Balanced Portfolio, and RBC Canadian Bond Index ETF Fund as of October 31, 2024. Standard Performance data for Series A of RBC Select Very Conservative Portfolio is: 1yr: 13.8%; 3yr: 0.8%; 5yr: 2.6% and 10yr: 3.1%. Standard Performance data for Series A of RBC Select Conservative Portfolio is: 1yr: 17.1%; 3yr: 2.4%; 5yr: 4.3% and 10yr: 4.3%. Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 21.6%; 3yr: 3.4%; 5yr: 6.0% and 10yr: 5.8%. Standard Performance data for Series A of RBC Canadian Bond Index ETF Fund is: 1yr: 10.7%; 3yr: -0.7%; 5yr: -0.2% and 10yr: 1.4%.   Please consult your advisor and read the prospectus or 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: November 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-invested-a-strategy-for-all-eras/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/staying-invested-a-strategy-for-all-eras/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/staying-invested-a-strategy-for-all-eras/detail/?disclaimer=true Wed, 13 Nov 2024 12:00:00 GMT 26:06 false From tariffs to tax cuts: What could the next Trump era mean for the economy? RBC Global Asset Management (RBC GAM) Eric Lascelles covers two key U.S. stories from an economic view: Trump’s re-election and his outlined policies so far, as well as the Federal Reserve’s decision to cut interest rates again and whether the easing cycle will be impacted amid a transitioning political landscape.  Eric Lascelles covers two key U.S. stories from an economic view: Trump’s re-election and his outlined policies so far, as well as the Federal Reserve’s decision to cut interest rates again and whether the easing cycle will be impacted amid a transitioning political landscape.  (Recorded: November 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-tariffs-to-tax-cuts-what-could-the-next-trump-era-mean-for-the-economy/detail/?disclaimer=true.

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

]]> Eric Lascelles covers two key U.S. stories from an economic view: Trump’s re-election and his outlined policies so far, as well as the Federal Reserve’s decision to cut interest rates again and whether the easing cycle will be impacted amid a transitioning political landscape.  (Recorded: November 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-tariffs-to-tax-cuts-what-could-the-next-trump-era-mean-for-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/from-tariffs-to-tax-cuts-what-could-the-next-trump-era-mean-for-the-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/from-tariffs-to-tax-cuts-what-could-the-next-trump-era-mean-for-the-economy/detail/?disclaimer=true Fri, 08 Nov 2024 12:00:00 GMT 26:47 false Election 2024: Fixed income in focus RBC Global Asset Management (RBC GAM) Andrzej Skiba reviews the U.S. election from a fixed-income and credit market perspective, analyzing how markets are digesting Trump’s win and the implications of his proposed policies. Andrzej also details how he is positioning portfolios in light of this outcome.  Andrzej Skiba reviews the U.S. election from a fixed-income and credit market perspective, analyzing how markets are digesting Trump’s win and the implications of his proposed policies. Andrzej also details how he is positioning portfolios in light of this outcome.  (Recorded: November 7, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/election-2024-fixed-income-in-focus/detail/?disclaimer=true.

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

]]> Andrzej Skiba reviews the U.S. election from a fixed-income and credit market perspective, analyzing how markets are digesting Trump’s win and the implications of his proposed policies. Andrzej also details how he is positioning portfolios in light of this outcome.  (Recorded: November 7, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/election-2024-fixed-income-in-focus/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/election-2024-fixed-income-in-focus/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/election-2024-fixed-income-in-focus/detail/?disclaimer=true Thu, 07 Nov 2024 12:00:00 GMT 19:46 false U.S. post-election insights: Stocks rally after Trump’s win RBC Global Asset Management (RBC GAM) Stu Kedwell shares some observations on market reaction to President-elect Trump and identifies where potential opportunities may exist based on the new administration’s trade policies.  Stu Kedwell shares some observations on market reaction to President-elect Trump and identifies where potential opportunities may exist based on the new administration’s trade policies.  (Recorded: November 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-post-election-insights-stocks-rally-after-trumps-win/detail/?disclaimer=true.

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

]]> Stu Kedwell shares some observations on market reaction to President-elect Trump and identifies where potential opportunities may exist based on the new administration’s trade policies.  (Recorded: November 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-post-election-insights-stocks-rally-after-trumps-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/us-post-election-insights-stocks-rally-after-trumps-win/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/us-post-election-insights-stocks-rally-after-trumps-win/detail/?disclaimer=true Wed, 06 Nov 2024 12:00:00 GMT 19:27 false Canadian equities through a post-election lens RBC Global Asset Management (RBC GAM) Scott Lysakowski discusses the strong market reaction to Donald Trump presidential victory and explores how a continued weakening of the U.S. dollar could impact Canadian stocks.  Scott Lysakowski discusses the strong market reaction to Donald Trump presidential victory and explores how a continued weakening of the U.S. dollar could impact Canadian stocks.  (Recorded: November 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-through-a-post-election-lens/detail/?disclaimer=true.

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

]]> Scott Lysakowski discusses the strong market reaction to Donald Trump presidential victory and explores how a continued weakening of the U.S. dollar could impact Canadian stocks.  (Recorded: November 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-through-a-post-election-lens/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-through-a-post-election-lens/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-through-a-post-election-lens/detail/?disclaimer=true Wed, 06 Nov 2024 12:00:00 GMT 31:27 false Storms, strikes and slower growth: analyzing October’s jobs report RBC Global Asset Management (RBC GAM) Eric Lascelles recaps the latest U.S. jobs report, digging into what’s behind the slowdown in job growth and what it means for the still-resilient economy. Eric also chats about the upcoming U.S. election, where the betting odds stand, and what each candidate could mean for the economy.  Eric Lascelles recaps the latest U.S. jobs report, digging into what’s behind the slowdown in job growth and what it means for the still-resilient economy. Eric also chats about the upcoming U.S. election, where the betting odds stand, and what each candidate could mean for the economy.  (Recorded: November 1, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/storms-strikes-and-slower-growth-analyzing-octobers-jobs-report/detail/?disclaimer=true.

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

]]> Eric Lascelles recaps the latest U.S. jobs report, digging into what’s behind the slowdown in job growth and what it means for the still-resilient economy. Eric also chats about the upcoming U.S. election, where the betting odds stand, and what each candidate could mean for the economy.  (Recorded: November 1, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/storms-strikes-and-slower-growth-analyzing-octobers-jobs-report/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/storms-strikes-and-slower-growth-analyzing-octobers-jobs-report/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/storms-strikes-and-slower-growth-analyzing-octobers-jobs-report/detail/?disclaimer=true Fri, 01 Nov 2024 12:00:00 GMT 30:12 false Taking soundbites out of the Big Apple RBC Global Asset Management (RBC GAM) Stu Kedwell shares his insights on key themes from a recent conference in New York. He chats about why Canada’s economy lags behind the U.S., potential fiscal and immigration policy impacts on housing and labour, the shift from AI enablers to adopters, the rise of GLP weight loss drugs and more.  Stu Kedwell shares his insights on key themes from a recent conference in New York. He chats about why Canada’s economy lags behind the U.S., potential fiscal and immigration policy impacts on housing and labour, the shift from AI enablers to adopters, the rise of GLP weight loss drugs and more.  (Recorded: October 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-soundbites-out-of-the-big-apple/detail/?disclaimer=true.

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

]]> Stu Kedwell shares his insights on key themes from a recent conference in New York. He chats about why Canada’s economy lags behind the U.S., potential fiscal and immigration policy impacts on housing and labour, the shift from AI enablers to adopters, the rise of GLP weight loss drugs and more.  (Recorded: October 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-soundbites-out-of-the-big-apple/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/taking-soundbites-out-of-the-big-apple/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/taking-soundbites-out-of-the-big-apple/detail/?disclaimer=true Tue, 29 Oct 2024 12:00:00 GMT 24:08 false Cutting through rates: what’s next for the Canadian economy? RBC Global Asset Management (RBC GAM) Eric Lascelles discusses the outlook for the economy following the Bank of Canada’s latest 50 basis-point rate cut. Eric also shares his thoughts on how much lower the BoC might cut rates while avoiding a setback to the Canadian dollar.  Eric Lascelles discusses the outlook for the economy following the Bank of Canada’s latest 50 basis-point rate cut. Eric also shares his thoughts on how much lower the BoC might cut rates while avoiding a setback to the Canadian dollar.  (Recorded: October 23, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/cutting-through-rates-whats-next-for-the-canadian-economy/detail/?disclaimer=true.

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

]]> Eric Lascelles discusses the outlook for the economy following the Bank of Canada’s latest 50 basis-point rate cut. Eric also shares his thoughts on how much lower the BoC might cut rates while avoiding a setback to the Canadian dollar.  (Recorded: October 23, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/cutting-through-rates-whats-next-for-the-canadian-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/cutting-through-rates-whats-next-for-the-canadian-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/cutting-through-rates-whats-next-for-the-canadian-economy/detail/?disclaimer=true Wed, 23 Oct 2024 12:00:00 GMT 25:24 false U.S. big banks beat expectations: what’s next for markets? RBC Global Asset Management (RBC GAM) Stu Kedwell discusses strong third-quarter bank earnings in the U.S., and how these results may shape the outlook for further interest rate cuts and achieving an economic soft-landing. Stu also shares diversification strategies for investors to think about as market concentration begins to broaden out.  Stu Kedwell discusses strong third-quarter bank earnings in the U.S., and how these results may shape the outlook for further interest rate cuts and achieving an economic soft-landing. Stu also shares diversification strategies for investors to think about as market concentration begins to broaden out.  (Recorded: October 16, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-big-banks-beat-expectations-whats-next-for-markets/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses strong third-quarter bank earnings in the U.S., and how these results may shape the outlook for further interest rate cuts and achieving an economic soft-landing. Stu also shares diversification strategies for investors to think about as market concentration begins to broaden out.  (Recorded: October 16, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-big-banks-beat-expectations-whats-next-for-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/us-big-banks-beat-expectations-whats-next-for-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/us-big-banks-beat-expectations-whats-next-for-markets/detail/?disclaimer=true Wed, 16 Oct 2024 12:00:00 GMT 20:53 false Markets in fall: what to watch for this season RBC Global Asset Management (RBC GAM) Interest rates are falling while U.S. job numbers are on the rise. Stu Kedwell breaks down these stories and more, including recent shifts in commodity prices, Chinese stimulus and the upcoming U.S. election.  Interest rates are falling while U.S. job numbers are on the rise. Stu Kedwell breaks down these stories and more, including recent shifts in commodity prices, Chinese stimulus and the upcoming U.S. election.  (Recorded: October 9, 2024)

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

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

]]> Interest rates are falling while U.S. job numbers are on the rise. Stu Kedwell breaks down these stories and more, including recent shifts in commodity prices, Chinese stimulus and the upcoming U.S. election.  (Recorded: October 9, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-in-fall-what-to-watch-for-this-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/markets-in-fall-what-to-watch-for-this-season/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/markets-in-fall-what-to-watch-for-this-season/detail/?disclaimer=true Wed, 09 Oct 2024 12:00:00 GMT 24:46 false Jobs numbers heat up while rates come down RBC Global Asset Management (RBC GAM) Eric Lascelles reviews the latest stories in the economy including September’s better-than-expected U.S. jobs report and what it signals for the economy. Eric also looks into the path ahead for central banks rate cuts, the impact of immigration, and the short-term and long-term economic impacts of natural disasters.  Eric Lascelles reviews the latest stories in the economy including September’s better-than-expected U.S. jobs report and what it signals for the economy. Eric also looks into the path ahead for central banks rate cuts, the impact of immigration, and the short-term and long-term economic impacts of natural disasters.  (Recorded: October 4, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-numbers-heat-up-while-rates-come-down/detail/?disclaimer=true.

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

]]> Eric Lascelles reviews the latest stories in the economy including September’s better-than-expected U.S. jobs report and what it signals for the economy. Eric also looks into the path ahead for central banks rate cuts, the impact of immigration, and the short-term and long-term economic impacts of natural disasters.  (Recorded: October 4, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-numbers-heat-up-while-rates-come-down/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-numbers-heat-up-while-rates-come-down/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/jobs-numbers-heat-up-while-rates-come-down/detail/?disclaimer=true Fri, 04 Oct 2024 12:00:00 GMT 29:21 false Market news: Fed’s first fifty, China’s stimulus excitement, AI capex expectations RBC Global Asset Management (RBC GAM) Stu Kedwell reviews an eventful few weeks in markets, including the Fed’s first 50bps rate cut as well as China’s newly unveiled stimulus measures and their potential to revive the long-stagnant economy.  Stu also discusses prospective AI capex plans, as technology companies continue to grow.  Stu Kedwell reviews an eventful few weeks in markets, including the Fed’s first 50bps rate cut as well as China’s newly unveiled stimulus measures and their potential to revive the long-stagnant economy.  Stu also discusses prospective AI capex plans, as technology companies continue to grow.  (Recorded: September 26, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-feds-first-fifty-chinas-stimulus-excitement-ai-capex-expectations/detail/?disclaimer=true.

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

]]> Stu Kedwell reviews an eventful few weeks in markets, including the Fed’s first 50bps rate cut as well as China’s newly unveiled stimulus measures and their potential to revive the long-stagnant economy.  Stu also discusses prospective AI capex plans, as technology companies continue to grow.  (Recorded: September 26, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-feds-first-fifty-chinas-stimulus-excitement-ai-capex-expectations/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-news-feds-first-fifty-chinas-stimulus-excitement-ai-capex-expectations/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-news-feds-first-fifty-chinas-stimulus-excitement-ai-capex-expectations/detail/?disclaimer=true Thu, 26 Sep 2024 12:00:00 GMT 15:13 false Steering through storms towards successful outcomes RBC Global Asset Management (RBC GAM) Josef Turnbull joins the podcast for a look at the U.S. equity market and his approach to challenges of Mag-7 concentration and the Fed’s upcoming rate cut decision. Josef also explains how investing in uncertain markets can be like sailing a boat in choppy waters, and how professional, active management can help to set a course and guide investors through.  Josef Turnbull joins the podcast for a look at the U.S. equity market and his approach to challenges of Mag-7 concentration and the Fed’s upcoming rate cut decision. Josef also explains how investing in uncertain markets can be like sailing a boat in choppy waters, and how professional, active management can help to set a course and guide investors through.  (Recorded: September 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/steering-through-storms-towards-successful-outcomes/detail/?disclaimer=true.

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

]]> Josef Turnbull joins the podcast for a look at the U.S. equity market and his approach to challenges of Mag-7 concentration and the Fed’s upcoming rate cut decision. Josef also explains how investing in uncertain markets can be like sailing a boat in choppy waters, and how professional, active management can help to set a course and guide investors through.  (Recorded: September 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/steering-through-storms-towards-successful-outcomes/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/steering-through-storms-towards-successful-outcomes/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/steering-through-storms-towards-successful-outcomes/detail/?disclaimer=true Fri, 13 Sep 2024 12:00:00 GMT 32:16 false Broadcasting on the back and forth economy RBC Global Asset Management (RBC GAM) Stu Kedwell and Dave relate short-term focuses in sports commentary and gambling to the fluctuations that take place during long-term wealth building while in an uncertain economy.  Stu Kedwell and Dave relate short-term focuses in sports commentary and gambling to the fluctuations that take place during long-term wealth building while in an uncertain economy.  (Recorded: September 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/broadcasting-on-the-back-and-forth-economy/detail/?disclaimer=true.

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

]]> Stu Kedwell and Dave relate short-term focuses in sports commentary and gambling to the fluctuations that take place during long-term wealth building while in an uncertain economy.  (Recorded: September 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/broadcasting-on-the-back-and-forth-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/broadcasting-on-the-back-and-forth-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/broadcasting-on-the-back-and-forth-economy/detail/?disclaimer=true Thu, 12 Sep 2024 12:00:00 GMT 20:21 false Calling balls and strikes on jobs reports RBC Global Asset Management (RBC GAM) Following the jobs reports from Canada and the U.S., Eric Lascelles joins Dave to discuss their effect on upcoming interest rate change.  They also share how baseball is part of their lives.  Following the jobs reports from Canada and the U.S., Eric Lascelles joins Dave to discuss their effect on upcoming interest rate change.  They also share how baseball is part of their lives.  (Recorded: September 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/calling-balls-and-strikes-on-jobs-reports/detail/?disclaimer=true.

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

]]> Following the jobs reports from Canada and the U.S., Eric Lascelles joins Dave to discuss their effect on upcoming interest rate change.  They also share how baseball is part of their lives.  (Recorded: September 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/calling-balls-and-strikes-on-jobs-reports/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/calling-balls-and-strikes-on-jobs-reports/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/calling-balls-and-strikes-on-jobs-reports/detail/?disclaimer=true Fri, 06 Sep 2024 12:00:00 GMT 21:51 false When to de-risk a portfolio and why do it? RBC Global Asset Management (RBC GAM) Stu Kedwell and Dave reminisce about dropping off their daughters at university before examining de-risking an investment portfolio and the psychology behind making that decision.  Stu Kedwell and Dave reminisce about dropping off their daughters at university before examining de-risking an investment portfolio and the psychology behind making that decision.  (Recorded: September 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-to-de-risk-a-portfolio-and-why-do-it/detail/?disclaimer=true.

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

]]> Stu Kedwell and Dave reminisce about dropping off their daughters at university before examining de-risking an investment portfolio and the psychology behind making that decision.  (Recorded: September 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-to-de-risk-a-portfolio-and-why-do-it/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-to-de-risk-a-portfolio-and-why-do-it/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/when-to-de-risk-a-portfolio-and-why-do-it/detail/?disclaimer=true Tue, 03 Sep 2024 12:00:00 GMT 17:38 false A quick visit down some economic rabbit holes RBC Global Asset Management (RBC GAM) Eric Lascelles chats with Dave about factors that may influence upcoming interest rate change and how that would impact mortgage payments.  They then touch on the next jobs data update before finishing up by checking in on the Chinese economy.  Eric Lascelles chats with Dave about factors that may influence upcoming interest rate change and how that would impact mortgage payments.  They then touch on the next jobs data update before finishing up by checking in on the Chinese economy.  (Recorded: August 28, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-quick-visit-down-some-economic-rabbit-holes/detail/?disclaimer=true.

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

]]> Eric Lascelles chats with Dave about factors that may influence upcoming interest rate change and how that would impact mortgage payments.  They then touch on the next jobs data update before finishing up by checking in on the Chinese economy.  (Recorded: August 28, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-quick-visit-down-some-economic-rabbit-holes/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-quick-visit-down-some-economic-rabbit-holes/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/a-quick-visit-down-some-economic-rabbit-holes/detail/?disclaimer=true Wed, 28 Aug 2024 12:00:00 GMT 29:53 false The Fed’s first rate cut: what does it mean for markets? RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the market’s response as the U.S. Fed inches closer toward rate cuts. Stu also reviews Canadian bank earnings this quarter and the outlook for growth amid the monetary easing cycle.  Stu Kedwell discusses the market’s response as the U.S. Fed inches closer toward rate cuts. Stu also reviews Canadian bank earnings this quarter and the outlook for growth amid the monetary easing cycle.  (Recorded: August 27, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-feds-first-rate-cut-what-does-it-mean-for-markets/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses the market’s response as the U.S. Fed inches closer toward rate cuts. Stu also reviews Canadian bank earnings this quarter and the outlook for growth amid the monetary easing cycle.  (Recorded: August 27, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-feds-first-rate-cut-what-does-it-mean-for-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/the-feds-first-rate-cut-what-does-it-mean-for-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-feds-first-rate-cut-what-does-it-mean-for-markets/detail/?disclaimer=true Tue, 27 Aug 2024 12:00:00 GMT 24:13 false A focus on fixed income as rate cuts ramp up RBC Global Asset Management (RBC GAM) Andrzej Skiba discusses what’s driving performance in fixed income this year, and if the trend will continue as the U.S. Federal Reserve gears up for its first rate cut.  Andrzej also looks at how U.S. political dynamics and potential tariffs could impact inflation and interest rates.  Andrzej Skiba discusses what’s driving performance in fixed income this year, and if the trend will continue as the U.S. Federal Reserve gears up for its first rate cut.  Andrzej also looks at how U.S. political dynamics and potential tariffs could impact inflation and interest rates.  (Recorded: August 22, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-focus-on-fixed-income-as-rate-cuts-ramp-up/detail/?disclaimer=true.

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

]]> Andrzej Skiba discusses what’s driving performance in fixed income this year, and if the trend will continue as the U.S. Federal Reserve gears up for its first rate cut.  Andrzej also looks at how U.S. political dynamics and potential tariffs could impact inflation and interest rates.  (Recorded: August 22, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-focus-on-fixed-income-as-rate-cuts-ramp-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/a-focus-on-fixed-income-as-rate-cuts-ramp-up/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/a-focus-on-fixed-income-as-rate-cuts-ramp-up/detail/?disclaimer=true Thu, 22 Aug 2024 12:00:00 GMT 26:18 false A balanced approach remains compelling RBC Global Asset Management (RBC GAM) Sarah Riopelle makes the case for the traditional 60/40 balanced portfolio and why this strategy provides investors with stability and return potential in a world full of evolving challenges and opportunities. Sarah also shares her near and long-term outlook for stocks and bonds and how she is positioning in response to the changing interest rate environment and rising geopolitical and macroeconomic risks.  Unless specified, returns refer to RBC Select Balanced Portfolio, Series A, as of July 31, 2024. Standard Performance date for Series A of RBC Select Balanced Portfolio for: 1yr-13.1%; 3yr-3.0%; 5yr-5.8% and 10yr-5.8%.Please consult your advisor and read the prospectus or 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 makes the case for the traditional 60/40 balanced portfolio and why this strategy provides investors with stability and return potential in a world full of evolving challenges and opportunities. Sarah also shares her near and long-term outlook for stocks and bonds and how she is positioning in response to the changing interest rate environment and rising geopolitical and macroeconomic risks.  Unless specified, returns refer to RBC Select Balanced Portfolio, Series A, as of July 31, 2024. Standard Performance date for Series A of RBC Select Balanced Portfolio for: 1yr-13.1%; 3yr-3.0%; 5yr-5.8% and 10yr-5.8%.Please consult your advisor and read the prospectus or 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: August 22, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-balanced-approach-remains-compelling/detail/?disclaimer=true.

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

]]> Sarah Riopelle makes the case for the traditional 60/40 balanced portfolio and why this strategy provides investors with stability and return potential in a world full of evolving challenges and opportunities. Sarah also shares her near and long-term outlook for stocks and bonds and how she is positioning in response to the changing interest rate environment and rising geopolitical and macroeconomic risks.  Unless specified, returns refer to RBC Select Balanced Portfolio, Series A, as of July 31, 2024. Standard Performance date for Series A of RBC Select Balanced Portfolio for: 1yr-13.1%; 3yr-3.0%; 5yr-5.8% and 10yr-5.8%.Please consult your advisor and read the prospectus or 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: August 22, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-balanced-approach-remains-compelling/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-balanced-approach-remains-compelling/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/a-balanced-approach-remains-compelling/detail/?disclaimer=true Thu, 22 Aug 2024 12:00:00 GMT 26:18 false Tracking key trends in technology and health care RBC Global Asset Management (RBC GAM) Rob Cavallo discusses the top-of-mind investment themes in the technology and healthcare sectors, including how long the Magnificent Seve’s run will continue, which companies could emerge as the “new winners” in AI, and what the future of weight-loss drugs may look like.  Rob Cavallo discusses the top-of-mind investment themes in the technology and healthcare sectors, including how long the Magnificent Seve’s run will continue, which companies could emerge as the “new winners” in AI, and what the future of weight-loss drugs may look like.  (Recorded: August 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tracking-key-trends-in-technology-and-health-care/detail/?disclaimer=true.

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

]]> Rob Cavallo discusses the top-of-mind investment themes in the technology and healthcare sectors, including how long the Magnificent Seve’s run will continue, which companies could emerge as the “new winners” in AI, and what the future of weight-loss drugs may look like.  (Recorded: August 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tracking-key-trends-in-technology-and-health-care/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/tracking-key-trends-in-technology-and-health-care/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/tracking-key-trends-in-technology-and-health-care/detail/?disclaimer=true Thu, 15 Aug 2024 12:00:00 GMT 35:17 false Market news: recession call revival, Starbucks shakeup RBC Global Asset Management (RBC GAM) Stu Kedwell discusses the latest in markets, including increasing recession odds following a recent spike in market volatility. Stu also explains how investors can reevaluate scenarios relative to what's priced into a stock, noting recent moves in Starbucks’ share price as an example.  Stu Kedwell discusses the latest in markets, including increasing recession odds following a recent spike in market volatility. Stu also explains how investors can reevaluate scenarios relative to what's priced into a stock, noting recent moves in Starbucks’ share price as an example.  (Recorded: August 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-recession-call-revival-starbucks-shakeup/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, including increasing recession odds following a recent spike in market volatility. Stu also explains how investors can reevaluate scenarios relative to what's priced into a stock, noting recent moves in Starbucks’ share price as an example.  (Recorded: August 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-recession-call-revival-starbucks-shakeup/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-news-recession-call-revival-starbucks-shakeup/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-news-recession-call-revival-starbucks-shakeup/detail/?disclaimer=true Tue, 13 Aug 2024 12:00:00 GMT 26:38 false Managing global portfolios amid market turbulence RBC Global Asset Management (RBC GAM) Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management Limited, discusses his thoughts on key themes impacting global equity markets, including U.S. political shake-ups, the U.S. Fed’s pending rate decision, and unexpected monetary tightening in Japan.  Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management Limited, discusses his thoughts on key themes impacting global equity markets, including U.S. political shake-ups, the U.S. Fed’s pending rate decision, and unexpected monetary tightening in Japan.  (Recorded: August 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-global-portfolios-amid-market-turbulence/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 his thoughts on key themes impacting global equity markets, including U.S. political shake-ups, the U.S. Fed’s pending rate decision, and unexpected monetary tightening in Japan.  (Recorded: August 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-global-portfolios-amid-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/managing-global-portfolios-amid-market-turbulence/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/managing-global-portfolios-amid-market-turbulence/detail/?disclaimer=true Thu, 08 Aug 2024 12:00:00 GMT 24:49 false Reacting to a volatility spike amidst a lull RBC Global Asset Management (RBC GAM) Stu Kedwell discusses what he was focused on in markets over the long weekend before sharing his reaction to the volatility.  Stu Kedwell discusses what he was focused on in markets over the long weekend before sharing his reaction to the volatility.  (Recorded: August 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reacting-to-a-volatility-spike-amidst-a-lull/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses what he was focused on in markets over the long weekend before sharing his reaction to the volatility.  (Recorded: August 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reacting-to-a-volatility-spike-amidst-a-lull/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/reacting-to-a-volatility-spike-amidst-a-lull/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/reacting-to-a-volatility-spike-amidst-a-lull/detail/?disclaimer=true Tue, 06 Aug 2024 12:00:00 GMT 26:38 false July’s jobs data disappoints: what’s next for the economy? RBC Global Asset Management (RBC GAM) Eric Lascelles unpacks the latest U.S. jobs data, and what it signals for the economy, as concerns grow around the possibility of a hard landing. Eric also discusses how these, and other weakening indicators could shift the potential timing of the Fed’s first rate cut.  Eric Lascelles unpacks the latest U.S. jobs data, and what it signals for the economy, as concerns grow around the possibility of a hard landing. Eric also discusses how these, and other weakening indicators could shift the potential timing of the Fed’s first rate cut.  (Recorded: August 2, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/julys-jobs-data-disappoints-whats-next-for-the-economy/detail/?disclaimer=true.

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

]]> Eric Lascelles unpacks the latest U.S. jobs data, and what it signals for the economy, as concerns grow around the possibility of a hard landing. Eric also discusses how these, and other weakening indicators could shift the potential timing of the Fed’s first rate cut.  (Recorded: August 2, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/julys-jobs-data-disappoints-whats-next-for-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/julys-jobs-data-disappoints-whats-next-for-the-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/julys-jobs-data-disappoints-whats-next-for-the-economy/detail/?disclaimer=true Fri, 02 Aug 2024 12:00:00 GMT 26:02 false Charting key economic trends in corporate earnings results RBC Global Asset Management (RBC GAM) Stu Kedwell discusses consumer spending patterns and political developments may influence companies’ earnings. Stu also discusses some signs of potential economic weakening, and the outlook as we continue into the easing cycle.  Stu Kedwell discusses consumer spending patterns and political developments may influence companies’ earnings. Stu also discusses some signs of potential economic weakening, and the outlook as we continue into the easing cycle.  (Recorded: July 30, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/charting-key-economic-trends-in-corporate-earnings-results/detail/?disclaimer=true.

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

]]> Stu Kedwell discusses consumer spending patterns and political developments may influence companies’ earnings. Stu also discusses some signs of potential economic weakening, and the outlook as we continue into the easing cycle.  (Recorded: July 30, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/charting-key-economic-trends-in-corporate-earnings-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/charting-key-economic-trends-in-corporate-earnings-results/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/charting-key-economic-trends-in-corporate-earnings-results/detail/?disclaimer=true Tue, 30 Jul 2024 12:00:00 GMT 21:09 false What to expect as rate cuts and the U.S. presidential race intensify RBC Global Asset Management (RBC GAM) Eric Lascelles discusses the recent central bank activities, including the Bank of Canada’s rate cut and the potential for another to come in the fall, as well as anticipation for the Fed’s first rate cut. Eric also looks at the recent shake-ups in the U.S. presidential election, and the outlook ahead as the race heats up.  Eric Lascelles discusses the recent central bank activities, including the Bank of Canada’s rate cut and the potential for another to come in the fall, as well as anticipation for the Fed’s first rate cut. Eric also looks at the recent shake-ups in the U.S. presidential election, and the outlook ahead as the race heats up.  (Recorded: July 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-as-rate-cuts-and-the-us-presidential-race-intensify/detail/?disclaimer=true.

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

]]> Eric Lascelles discusses the recent central bank activities, including the Bank of Canada’s rate cut and the potential for another to come in the fall, as well as anticipation for the Fed’s first rate cut. Eric also looks at the recent shake-ups in the U.S. presidential election, and the outlook ahead as the race heats up.  (Recorded: July 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-as-rate-cuts-and-the-us-presidential-race-intensify/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-to-expect-as-rate-cuts-and-the-us-presidential-race-intensify/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-as-rate-cuts-and-the-us-presidential-race-intensify/detail/?disclaimer=true Mon, 29 Jul 2024 12:00:00 GMT 25:11 false Market moves: Canadian rates, U.S. politics and tech RBC Global Asset Management (RBC GAM) Stu Kedwell reviews the latest happenings in markets, including the Bank of Canada’s latest rate cut. Stu also explains the opportunities ahead for companies as technology, particularly AI, continues to evolve.  Stu Kedwell reviews the latest happenings in markets, including the Bank of Canada’s latest rate cut. Stu also explains the opportunities ahead for companies as technology, particularly AI, continues to evolve.  (Recorded: July 24, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-moves-canadian-rates-us-politics-and-tech/detail/?disclaimer=true.

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

]]> Stu Kedwell reviews the latest happenings in markets, including the Bank of Canada’s latest rate cut. Stu also explains the opportunities ahead for companies as technology, particularly AI, continues to evolve.  (Recorded: July 24, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-moves-canadian-rates-us-politics-and-tech/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-moves-canadian-rates-us-politics-and-tech/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/market-moves-canadian-rates-us-politics-and-tech/detail/?disclaimer=true Wed, 24 Jul 2024 12:00:00 GMT 19:02 false Key themes in today’s global fixed income markets RBC Global Asset Management (RBC GAM) Soo Boo Cheah, Managing Director & Senior Portfolio Manager, Global Fixed Income & Currencies, RBC Global Asset Management Limited, provides an update on bond markets, highlighting how inflation and other macro factors are shaping the outlook during this central bank easing cycle. Soo Boo also discusses strategies for achieving decent yields without taking on extra risk and how the election cycle and government debt management will impact bonds.  Soo Boo Cheah, Managing Director & Senior Portfolio Manager, Global Fixed Income & Currencies, RBC Global Asset Management Limited, provides an update on bond markets, highlighting how inflation and other macro factors are shaping the outlook during this central bank easing cycle. Soo Boo also discusses strategies for achieving decent yields without taking on extra risk and how the election cycle and government debt management will impact bonds.  (Recorded: July 15, 2024)

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

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

]]> Soo Boo Cheah, Managing Director & Senior Portfolio Manager, Global Fixed Income & Currencies, RBC Global Asset Management Limited, provides an update on bond markets, highlighting how inflation and other macro factors are shaping the outlook during this central bank easing cycle. Soo Boo also discusses strategies for achieving decent yields without taking on extra risk and how the election cycle and government debt management will impact bonds.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/key-themes-in-todays-global-fixed-income-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/key-themes-in-todays-global-fixed-income-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/key-themes-in-todays-global-fixed-income-markets/detail/?disclaimer=true Mon, 15 Jul 2024 12:00:00 GMT 26:54 false The case for convertible bonds in today’s markets RBC Global Asset Management (RBC GAM) Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Fixed Income Team, RBC Global Asset Management Limited, provides an update on convertible bonds, and how investors can use them as a tool in their portfolios for equity-like performance with bond-like protection. Pierre-Henri also covers some of the challenges facing the asset class, including higher U.S. interest rates.  Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Fixed Income Team, RBC Global Asset Management Limited, provides an update on convertible bonds, and how investors can use them as a tool in their portfolios for equity-like performance with bond-like protection. Pierre-Henri also covers some of the challenges facing the asset class, including higher U.S. interest rates.  (Recorded: July 15, 2024)

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

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

]]> Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Fixed Income Team, RBC Global Asset Management Limited, provides an update on convertible bonds, and how investors can use them as a tool in their portfolios for equity-like performance with bond-like protection. Pierre-Henri also covers some of the challenges facing the asset class, including higher U.S. interest rates.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-case-for-convertible-bonds-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/the-case-for-convertible-bonds-in-todays-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-case-for-convertible-bonds-in-todays-markets/detail/?disclaimer=true Mon, 15 Jul 2024 12:00:00 GMT 26:33 false European equities: a goal-getting summer? RBC Global Asset Management (RBC GAM) David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses market performance for European stocks so far, noting the market concentration led by large technology companies. David also looks key themes shaping markets, including the impacts of ongoing interest rate cuts and disruptions on the political front.  David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses market performance for European stocks so far, noting the market concentration led by large technology companies. David also looks key themes shaping markets, including the impacts of ongoing interest rate cuts and disruptions on the political front.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-a-goal-getting-summer/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 market performance for European stocks so far, noting the market concentration led by large technology companies. David also looks key themes shaping markets, including the impacts of ongoing interest rate cuts and disruptions on the political front.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-a-goal-getting-summer/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-a-goal-getting-summer/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-a-goal-getting-summer/detail/?disclaimer=true Mon, 15 Jul 2024 12:00:00 GMT 21:58 false The changing landscape of 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, recaps the year in emerging markets and reveals surprising growth opportunities, including Taiwanese AI manufacturers. Laurence also shares how she is navigating China’s slow recovery, and how a weaker U.S. dollar could provide a boost for EM in the year ahead.  Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, recaps the year in emerging markets and reveals surprising growth opportunities, including Taiwanese AI manufacturers. Laurence also shares how she is navigating China’s slow recovery, and how a weaker U.S. dollar could provide a boost for EM in the year ahead.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-changing-landscape-of-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, recaps the year in emerging markets and reveals surprising growth opportunities, including Taiwanese AI manufacturers. Laurence also shares how she is navigating China’s slow recovery, and how a weaker U.S. dollar could provide a boost for EM in the year ahead.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-changing-landscape-of-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/the-changing-landscape-of-emerging-markets/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-changing-landscape-of-emerging-markets/detail/?disclaimer=true Mon, 15 Jul 2024 12:00:00 GMT 28:39 false Economic update: U.S. jobs, interest rates and manufacturing RBC Global Asset Management (RBC GAM) Eric Lascelles discusses June’s U.S. jobs report and its implications for interest rate cuts amid slowing hiring. Eric also discusses contraction in the manufacturing sector per the latest ISM Report, lower demand, and what these mean for manufacturers and current economics conditions.  Eric Lascelles discusses June’s U.S. jobs report and its implications for interest rate cuts amid slowing hiring. Eric also discusses contraction in the manufacturing sector per the latest ISM Report, lower demand, and what these mean for manufacturers and current economics conditions.  (Recorded: July 5, 2024)

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

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

]]> Eric Lascelles discusses June’s U.S. jobs report and its implications for interest rate cuts amid slowing hiring. Eric also discusses contraction in the manufacturing sector per the latest ISM Report, lower demand, and what these mean for manufacturers and current economics conditions.  (Recorded: July 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-jobs-interest-rates-and-manufacturing/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-update-us-jobs-interest-rates-and-manufacturing/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-jobs-interest-rates-and-manufacturing/detail/?disclaimer=true Fri, 05 Jul 2024 12:00:00 GMT 19:48 false How will interest rates and global elections impact equities? RBC Global Asset Management (RBC GAM) Stu Kedwell reflects on the first half of 2024 for stocks. Stu also looks ahead at the key themes  driving equity markets for the rest of the year, including timing on potential Fed rate cuts and the U.S. presidential race.  Stu Kedwell reflects on the first half of 2024 for stocks. Stu also looks ahead at the key themes  driving equity markets for the rest of the year, including timing on potential Fed rate cuts and the U.S. presidential race.  (Recorded: July 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-will-interest-rates-and-global-elections-impact-equities/detail/?disclaimer=true.

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

]]> Stu Kedwell reflects on the first half of 2024 for stocks. Stu also looks ahead at the key themes  driving equity markets for the rest of the year, including timing on potential Fed rate cuts and the U.S. presidential race.  (Recorded: July 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-will-interest-rates-and-global-elections-impact-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/how-will-interest-rates-and-global-elections-impact-equities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/how-will-interest-rates-and-global-elections-impact-equities/detail/?disclaimer=true Fri, 05 Jul 2024 12:00:00 GMT 23:20 false Canadian stocks at the half: what we’re watching for RBC Global Asset Management (RBC GAM) Scott Lysakowski reviews the year so far for Canadian equities. Scott also discusses potential earnings growth opportunities across various sectors, notably in financials, as the Bank of Canada begins to cut rates.  Scott Lysakowski reviews the year so far for Canadian equities. Scott also discusses potential earnings growth opportunities across various sectors, notably in financials, as the Bank of Canada begins to cut rates.  (Recorded: June 27, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-stocks-at-the-half-what-were-watching-for/detail/?disclaimer=true.

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

]]> Scott Lysakowski reviews the year so far for Canadian equities. Scott also discusses potential earnings growth opportunities across various sectors, notably in financials, as the Bank of Canada begins to cut rates.  (Recorded: June 27, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-stocks-at-the-half-what-were-watching-for/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-stocks-at-the-half-what-were-watching-for/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canadian-stocks-at-the-half-what-were-watching-for/detail/?disclaimer=true Thu, 27 Jun 2024 12:00:00 GMT 32:20 false Maintaining a neutral position within the portfolios as markets evolve RBC Global Asset Management (RBC GAM) Sarah Riopelle discusses the outlook for fixed income and equities as well as an update on inflation as many central banks around the world begin to cut rates. Sarah also details why she is maintaining a neutral position within the portfolios she manages as the market landscape evolves.  Sarah Riopelle discusses the outlook for fixed income and equities as well as an update on inflation as many central banks around the world begin to cut rates. Sarah also details why she is maintaining a neutral position within the portfolios she manages as the market landscape evolves.  (Recorded: June 20, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-a-neutral-position-within-the-portfolios-as-markets-evolve/detail/?disclaimer=true.

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

]]> Sarah Riopelle discusses the outlook for fixed income and equities as well as an update on inflation as many central banks around the world begin to cut rates. Sarah also details why she is maintaining a neutral position within the portfolios she manages as the market landscape evolves.  (Recorded: June 20, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-a-neutral-position-within-the-portfolios-as-markets-evolve/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/maintaining-a-neutral-position-within-the-portfolios-as-markets-evolve/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-a-neutral-position-within-the-portfolios-as-markets-evolve/detail/?disclaimer=true Thu, 20 Jun 2024 12:00:00 GMT 17:32 false Fed decision: Rates remain unchanged - what about rate cut expectations? RBC Global Asset Management (RBC GAM) Chief Economist Eric Lascelles discusses the economic impact of the U.S. Federal Reserve’s decision to hold interest rates steady. Eric also dives into May’s U.S. inflation report, noting that while progress is being made, there is still work to be done.  Chief Economist Eric Lascelles discusses the economic impact of the U.S. Federal Reserve’s decision to hold interest rates steady. Eric also dives into May’s U.S. inflation report, noting that while progress is being made, there is still work to be done.  (Recorded: June 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fed-decision-rates-remain-unchanged-what-about-rate-cut-expectations/detail/?disclaimer=true.

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

]]> Chief Economist Eric Lascelles discusses the economic impact of the U.S. Federal Reserve’s decision to hold interest rates steady. Eric also dives into May’s U.S. inflation report, noting that while progress is being made, there is still work to be done.  (Recorded: June 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fed-decision-rates-remain-unchanged-what-about-rate-cut-expectations/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/fed-decision-rates-remain-unchanged-what-about-rate-cut-expectations/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/fed-decision-rates-remain-unchanged-what-about-rate-cut-expectations/detail/?disclaimer=true Thu, 13 Jun 2024 12:00:00 GMT 20:18 false U.S. inflation report & Fed rate decision: Takeaways for investors RBC Global Asset Management (RBC GAM) Stu Kewell discusses the market reaction to the latest U.S. CPI report, as well as the Federal Reserve’s decision to keep rates higher for longer. Stu also shares his thoughts on the narrowness of an all-time high U.S. equity market led by big tech, as other companies try to keep up.  Stu Kewell discusses the market reaction to the latest U.S. CPI report, as well as the Federal Reserve’s decision to keep rates higher for longer. Stu also shares his thoughts on the narrowness of an all-time high U.S. equity market led by big tech, as other companies try to keep up.  (Recorded: June 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-inflation-report-fed-rate-decision-takeaways-for-investors/detail/?disclaimer=true.

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

]]> Stu Kewell discusses the market reaction to the latest U.S. CPI report, as well as the Federal Reserve’s decision to keep rates higher for longer. Stu also shares his thoughts on the narrowness of an all-time high U.S. equity market led by big tech, as other companies try to keep up.  (Recorded: June 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-inflation-report-fed-rate-decision-takeaways-for-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/us-inflation-report-fed-rate-decision-takeaways-for-investors/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/us-inflation-report-fed-rate-decision-takeaways-for-investors/detail/?disclaimer=true Wed, 12 Jun 2024 12:00:00 GMT 25:31 false Economic update: Soaring U.S. jobs numbers vs rate cuts RBC Global Asset Management (RBC GAM) How will stronger-than-expected U.S. jobs reports affect the Fed’s plans to cut interest rates later this year? Chief Economist Eric Lascelles weighs in on the latest jobs numbers and what it means for markets and the economy.  How will stronger-than-expected U.S. jobs reports affect the Fed’s plans to cut interest rates later this year? Chief Economist Eric Lascelles weighs in on the latest jobs numbers and what it means for markets and the economy.  (Recorded: June 7, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-soaring-us-jobs-numbers-vs-rate-cuts/detail/?disclaimer=true.

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

]]> How will stronger-than-expected U.S. jobs reports affect the Fed’s plans to cut interest rates later this year? Chief Economist Eric Lascelles weighs in on the latest jobs numbers and what it means for markets and the economy.  (Recorded: June 7, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-soaring-us-jobs-numbers-vs-rate-cuts/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-update-soaring-us-jobs-numbers-vs-rate-cuts/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-soaring-us-jobs-numbers-vs-rate-cuts/detail/?disclaimer=true Fri, 07 Jun 2024 12:00:00 GMT 24:03 false Canadian bank earnings: time for a checkup? RBC Global Asset Management (RBC GAM) Stu Kedwell reviews the latest Canadian bank financial results and what they reveal about the health of the Canadian economy. Stu also discusses when might be the right time to think about adding bank exposure within portfolios should interest rates come down in the coming months.  Stu Kedwell reviews the latest Canadian bank financial results and what they reveal about the health of the Canadian economy. Stu also discusses when might be the right time to think about adding bank exposure within portfolios should interest rates come down in the coming months.  (Recorded: June 3, 2024)

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

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

]]> Stu Kedwell reviews the latest Canadian bank financial results and what they reveal about the health of the Canadian economy. Stu also discusses when might be the right time to think about adding bank exposure within portfolios should interest rates come down in the coming months.  (Recorded: June 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-time-for-a-checkup/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-bank-earnings-time-for-a-checkup/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-time-for-a-checkup/detail/?disclaimer=true Mon, 03 Jun 2024 12:00:00 GMT 20:44 false Gauging the Bank of Canada’s next rate move RBC Global Asset Management (RBC GAM) Stu Kedwell reviews the latest Canadian inflation stats and explores whether the Bank of Canada will lower rates ahead of the U.S. and how that could impact the Canadian dollar. Stu also discusses factors driving recent performance in gold stocks.  Stu Kedwell reviews the latest Canadian inflation stats and explores whether the Bank of Canada will lower rates ahead of the U.S. and how that could impact the Canadian dollar. Stu also discusses factors driving recent performance in gold stocks.  (Recorded: May 21, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/gauging-the-bank-of-canadas-next-rate-move/detail/?disclaimer=true.

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

]]> Stu Kedwell reviews the latest Canadian inflation stats and explores whether the Bank of Canada will lower rates ahead of the U.S. and how that could impact the Canadian dollar. Stu also discusses factors driving recent performance in gold stocks.  (Recorded: May 21, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/gauging-the-bank-of-canadas-next-rate-move/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/gauging-the-bank-of-canadas-next-rate-move/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/gauging-the-bank-of-canadas-next-rate-move/detail/?disclaimer=true Tue, 21 May 2024 12:00:00 GMT 20:57 false Is there still hope for rate cuts? RBC Global Asset Management (RBC GAM) Andrzej Skiba shares his outlook for inflation and his expectations for interest rate cuts this year. Andrzej also highlights the current opportunities for fixed income portfolios as the yield curve declines.  Andrzej Skiba shares his outlook for inflation and his expectations for interest rate cuts this year. Andrzej also highlights the current opportunities for fixed income portfolios as the yield curve declines.  (Recorded: May 17, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-there-still-hope-for-rate-cuts/detail/?disclaimer=true.

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

]]> Andrzej Skiba shares his outlook for inflation and his expectations for interest rate cuts this year. Andrzej also highlights the current opportunities for fixed income portfolios as the yield curve declines.  (Recorded: May 17, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-there-still-hope-for-rate-cuts/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/is-there-still-hope-for-rate-cuts/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/is-there-still-hope-for-rate-cuts/detail/?disclaimer=true Fri, 17 May 2024 12:00:00 GMT 20:01 false Interpreting stock performance to find investment opportunities RBC Global Asset Management (RBC GAM) Stu Kedwell highlights the many ways to understand changes in a stock’s performance and how he applies his findings when making investment decisions.  Stu Kedwell highlights the many ways to understand changes in a stock’s performance and how he applies his findings when making investment decisions.  (Recorded: May 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/interpreting-stock-performance-to-find-investment-opportunities/detail/?disclaimer=true.

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

]]> Stu Kedwell highlights the many ways to understand changes in a stock’s performance and how he applies his findings when making investment decisions.  (Recorded: May 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/interpreting-stock-performance-to-find-investment-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/interpreting-stock-performance-to-find-investment-opportunities/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/interpreting-stock-performance-to-find-investment-opportunities/detail/?disclaimer=true Wed, 08 May 2024 12:00:00 GMT 16:51 false U.S. jobs report: signs of a slowing economy? RBC Global Asset Management (RBC GAM) Chief Economist Eric Lascelles explores recent developments in the economy, noting a slight deceleration in some U.S. economic data as revealed by the latest jobs reports. Eric also weighs in on how markets are managing longer-than-expected inflation, and what happens now that a recession has seemingly been avoided.  Chief Economist Eric Lascelles explores recent developments in the economy, noting a slight deceleration in some U.S. economic data as revealed by the latest jobs reports. Eric also weighs in on how markets are managing longer-than-expected inflation, and what happens now that a recession has seemingly been avoided.  (Recorded: May 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-signs-of-a-slowing-economy/detail/?disclaimer=true.

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

]]> Chief Economist Eric Lascelles explores recent developments in the economy, noting a slight deceleration in some U.S. economic data as revealed by the latest jobs reports. Eric also weighs in on how markets are managing longer-than-expected inflation, and what happens now that a recession has seemingly been avoided.  (Recorded: May 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-signs-of-a-slowing-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/us-jobs-report-signs-of-a-slowing-economy/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-signs-of-a-slowing-economy/detail/?disclaimer=true Fri, 03 May 2024 12:00:00 GMT 20:02 false ESG insights: Exploring emerging trends and active stewardship RBC Global Asset Management (RBC GAM) Melanie Adams highlights key themes and trends in the ESG and responsible investment space, from climate risks to rising anti-ESG sentiment in the U.S. Melanie also explains the role of active stewardship in her teams’ investment approach so that companies can better navigate ESG-related risks.  Melanie Adams highlights key themes and trends in the ESG and responsible investment space, from climate risks to rising anti-ESG sentiment in the U.S. Melanie also explains the role of active stewardship in her teams’ investment approach so that companies can better navigate ESG-related risks.  (Recorded: May 3, 2024)

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

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

]]> Melanie Adams highlights key themes and trends in the ESG and responsible investment space, from climate risks to rising anti-ESG sentiment in the U.S. Melanie also explains the role of active stewardship in her teams’ investment approach so that companies can better navigate ESG-related risks.  (Recorded: May 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/esg-insights-exploring-emerging-trends-and-active-stewardship/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/esg-insights-exploring-emerging-trends-and-active-stewardship/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/esg-insights-exploring-emerging-trends-and-active-stewardship/detail/?disclaimer=true Fri, 03 May 2024 12:00:00 GMT 19:05 false The Investment Stu: Inflation’s final stretch and upward movement in metals RBC Global Asset Management (RBC GAM) Stu Kedwell recaps the last few weeks in markets, noting a slight correction as investors wait out ongoing inflation. Stu also looks at the metal sector and the recent boom in copper prices.  Stu Kedwell recaps the last few weeks in markets, noting a slight correction as investors wait out ongoing inflation. Stu also looks at the metal sector and the recent boom in copper prices.  (Recorded: May 1, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-investment-stu-inflations-final-stretch-and-upward-movement-in-metals/detail/?disclaimer=true.

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

]]> Stu Kedwell recaps the last few weeks in markets, noting a slight correction as investors wait out ongoing inflation. Stu also looks at the metal sector and the recent boom in copper prices.  (Recorded: May 1, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-investment-stu-inflations-final-stretch-and-upward-movement-in-metals/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-investment-stu-inflations-final-stretch-and-upward-movement-in-metals/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/the-investment-stu-inflations-final-stretch-and-upward-movement-in-metals/detail/?disclaimer=true Wed, 01 May 2024 12:00:00 GMT 24:01 false Can Canadian markets close the gap? RBC Global Asset Management (RBC GAM) This episode, Scott Lysakowski discusses Canadian equity performance so far this year, and whether it can catch up to the current strength of U.S. markets. Scott also explains the next phase of the commodity ‘supercycle’, and how it could shape Canadian markets for the rest of the year.  This episode, Scott Lysakowski discusses Canadian equity performance so far this year, and whether it can catch up to the current strength of U.S. markets. Scott also explains the next phase of the commodity ‘supercycle’, and how it could shape Canadian markets for the rest of the year.  (Recorded: April 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/can-canadian-markets-close-the-gap/detail/?disclaimer=true.

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

]]> This episode, Scott Lysakowski discusses Canadian equity performance so far this year, and whether it can catch up to the current strength of U.S. markets. Scott also explains the next phase of the commodity ‘supercycle’, and how it could shape Canadian markets for the rest of the year.  (Recorded: April 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/can-canadian-markets-close-the-gap/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/can-canadian-markets-close-the-gap/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/can-canadian-markets-close-the-gap/detail/?disclaimer=true Fri, 12 Apr 2024 12:00:00 GMT 41:50 false Are we in the last mile of inflation? RBC Global Asset Management (RBC GAM) This episode, Stu Kedwell discusses the latest inflation reports out of the U.S. and Canada and whether slowing is still happening. Stu also chats about the potential cutting of interest rates, its implications for markets, and explains how companies can position correctly if interest rates remain higher for longer.  This episode, Stu Kedwell discusses the latest inflation reports out of the U.S. and Canada and whether slowing is still happening. Stu also chats about the potential cutting of interest rates, its implications for markets, and explains how companies can position correctly if interest rates remain higher for longer.  (Recorded: April 11, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/are-we-in-the-last-mile-of-inflation/detail/?disclaimer=true.

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

]]> This episode, Stu Kedwell discusses the latest inflation reports out of the U.S. and Canada and whether slowing is still happening. Stu also chats about the potential cutting of interest rates, its implications for markets, and explains how companies can position correctly if interest rates remain higher for longer.  (Recorded: April 11, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/are-we-in-the-last-mile-of-inflation/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/are-we-in-the-last-mile-of-inflation/detail/?disclaimer=true https://www.rbcgam.com/en/ca/insights/podcasts/are-we-in-the-last-mile-of-inflation/detail/?disclaimer=true Thu, 11 Apr 2024 12:00:00 GMT 19:06 false