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Featured podcasts

The Download
How to manage a volatile stock market
May 2022

In this episode, Chief Economist Eric Lascelles discusses the Fed’s latest interest rate hike, and what the central bank’s intentions for future hikes could mean for the broader economy - including an elevated risk of recession. He also provides some thoughts on labour market trends and jobs data in the U.S. and Canada. [11 minutes, 08 seconds] (Recorded May 17, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities
The Download
Economic update: Fed rate raise, mixed jobs data, recession risk mounts
May 2022

In this episode, Chief Economist Eric Lascelles discusses the Fed’s latest interest rate hike, and what the central bank’s intentions for future hikes could mean for the broader economy - including an elevated risk of recession. He also provides some thoughts on labour market trends and jobs data in the U.S. and Canada. [23 minutes, 53 seconds] (Recorded May 9, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management
May 2022

The U.S. Federal Reserve and other central banks have a tough task ahead: get inflation under control, while avoiding a recession. As uncertainty mounts as to whether they will be able to achieve this, markets are also responding with increased volatility – particularly bonds. What is the likelihood that central banks will achieve a ‘soft landing’ outcome? What will future interest rate hikes mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on markets following the Fed’s latest monetary policy decision. [11 minutes, 10 seconds] (Recorded May 3, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

May 2022

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios against the many headwinds facing markets in recent months. Sarah also talks about how she has refreshed her 10 basic truths of investing, and explains how keeping emotions in check can help investors steer through shifting markets and stay focused on their long-term goals. [13 minutes, 07 seconds] (Recorded April 29, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

April 2022

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the themes to watch for as companies report their first-quarter earnings. Stu also talks about earnings expectations for the future amid a slowing economy and rising costs. [11 minutes, 18 seconds] (Recorded April 12, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2022

Stock markets fell on Tuesday, following the U.S. Federal Reserve’s announcement that it plans to rapidly reduce its balance sheet -- its latest effort to get inflation under control. This episode, Stu Kedwell, Co-Head of North American Equities, breaks down the market reaction to the news, and what investors can expect as central banks lean into more hawkish moves. [14 minutes, 39 seconds] (Recorded April 6, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2022

In this episode, Chief Economist Eric Lascelles looks at the recent job numbers of the U.S., as well as other long-term, post-pandemic employment trends. He also discusses the different ways to think about the moves in the yield curve, and what these say about the likelihood of a recession. [14 minutes, 01 seconds] (Recorded April 1, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

April 2022

Canada’s stock market is outperforming its counterparts so far this year. Why? Its heavy concentration of cyclical stocks -- like financials and energy -- tend to do well in the current environment of high commodity prices and rising interest rates. Will this solid performance last? What other factors should investors think about? This episode, Scott Lysakowksi, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses the outlook ahead for the Canadian stock market. [14 minutes, 02 seconds] (Recorded March 31, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

March 2022

This episode, Stu Kedwell, Co-Head of North American Equities, takes a look at the recent movements in the U.S. Treasury yield curve, and discusses whether an inverted yield curve could signal a risk of recession in the near term. [11 minutes, 27 seconds] (Recorded March 30, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

March 2022

What is the outlook for the European market, as the war in Ukraine rages on? How will rising interest rates impact these assets? This episode, David Lambert, Senior Portfolio Manager, European Equities, RBC Global Asset Management (UK) Limited, weighs in. David also explains how he manages portfolios from an ESG perspective. [17 minutes, 00 seconds] (Recorded March 23, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager, European Equities, RBC Global Asset Management (UK) Limited

March 2022

In every investment process, there are key principles fund managers rely on to position portfolios for success. This episode, Stu Kedwell, Co-Head of North American Equities, details his time-tested principles, and shares how everyday investors can also use them to guide through shifting markets. [13 minutes, 02 seconds] (Recorded March 8, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

March 2022

How will economic sanctions against Russia and scarce commodity supply impact the global recovery? In this episode, Chief Economist Eric Lascelles looks at the outlook for different regions – including a positive outlook for the United States. He also monitors central bank activities in response to rising inflation and commodity prices. [22 minutes, 18 seconds] (Recorded March 4, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

March 2022

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he is positioning portfolios for the long term, as inflation and geopolitical risks continue to pressure markets. Stu also talks about the importance of the three D’s – diversification, dividends and dollar-cost averaging – as part of an investor’s long-term plan, especially when there is a downturn in the markets. [12 minutes, 30 seconds] (Recorded March 3, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

February 2022

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, discusses the potential long- and short-term impacts on global economies and markets following Russia’s invasion of Ukraine. Sarah also talks about central banks and changing expectations for inflation, and why focusing on a long-term view is crucial in times of crisis. [11 minutes, 50 seconds] (Recorded February 24, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

February 2022

This episode, Stu Kedwell, Co-Head of North American Equities, previews what’s ahead for Canadian banks this earnings season as they get set to report their first-quarter results. Stu also discusses the long-term performance of other stocks outside of the financial sector, given the outlook for interest rates. [13 minutes, 06 seconds] (Recorded February 23, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

February 2022

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market response to ongoing geopolitical tensions, with a particular focus on the impact to energy prices. Stu also discusses how he is positioning portfolios for long-term success in light of recent market headwinds. [10 minutes, 06 seconds] (Recorded February 15, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

February 2022

This episode, Dagmara Fijalkowski, Senior Vice President & Senior Portfolio Manager, Head of Global Fixed Income & Currencies, discusses her approach to managing fixed income portfolios in a time of high inflation, central bank tightening and rising interest rates. Dagmara also talks about some key strategies investors can use to help mitigate inflation’s impact, including global diversification. [34 minutes, 03 seconds] (Recorded February 14, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Head of Global Fixed Income & Currencies

February 2022

Understanding the current market rotation from growth to value stocks requires a deeper look into these two investing styles. While both seek to maximize returns, they do so in their own unique way. This episode, Stu Kedwell, Co-Head of North American Equities, explains the differences between growth and value stocks, and why a disciplined approach is key for investors to make the most of market shifts. [10 minutes, 46 seconds] (Recorded February 9, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

February 2022

How does the inflationary backdrop of today compare to that of the 1970s? This episode, Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, looks at the similarities and differences between inflation now and throughout history. Habib also provides some insight into his approach to evaluating companies in this environment. [19 minutes, 23 seconds] (Recorded February 10, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited

February 2022

This episode, Chief Economist Eric Lascelles shares his insight on a variety of economic headlines, including the latest in labour markets as January’s jobs reports come out of Canada and the U.S. Eric also looks at how central banks around the world are heading into a cycle of monetary tightening, and what it means for both economic growth forecasts and financial markets. [21 minutes, 44 seconds] (Recorded February 4, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

February 2022

How do portfolio managers use technical analysis to evaluate investments and anticipate market movements? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he applies these different strategies and historical data to understand market behaviour and identify potential opportunities. [10 minutes, 45 seconds] (Recorded February 1, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

February 2022

From hawkish central banks, to spiking inflation and geopolitical pressures – markets have been pulled in many different directions recently, fueling volatility. How can investors gauge the uncertainty? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, talks through her how she is managing portfolios given the turbulent market environment and explains how taking advantage of current opportunities is best supported by a multi-asset, diversified approach to investing. [11 minutes, 37 seconds] (Recorded January 28, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

January 2022

The recent spike in volatility may have investors questioning whether to take their money out of the market and wait for better days. While market downturns are a normal part of investing, there are strategies that investors can use to help mitigate the short-term shocks and be prepared for when markets eventually recover. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the importance of sticking to a long-term investment mindset during challenging times. [12 minutes, 01 seconds] (Recorded January 25, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

January 2022

Ongoing concerns around inflation and central bank rate hikes have resulted in a slow start to the year for technology sector. How long will the volatility last and how can investors navigate the current sell-off? This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, discusses why a disciplined approach is key to managing portfolios amidst the uncertainty and whether a rebound is ahead for tech stocks in 2022. [15 minutes, 47 seconds] (Recorded January 21 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, North American Equities

January 2022

This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest news in the financial sector. Earnings season is well underway in the U.S., with major banks reporting better-than-expected results for the fourth quarter. Stu also discusses some highlights from the RBC Capital Markets Canadian Bank CEO Conference, long-term expectations for inflation, and whether recovery is on the way for the technology sector after a rough start to the year. [13 minutes, 31 seconds] (Recorded January 18, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

January 2022

China’s sharp economic slowdown weighed heavily on emerging markets last year. As the country navigates regulatory uncertainty and tighter monetary policy, can emerging markets bounce back in 2022? This episode, Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, discusses what’s ahead for emerging markets this year, including the outlook for China, inflationary risks, and promising opportunities in India. [11 minutes, 25 seconds] (Recorded January 18, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited

January 2022

In this episode, Stu Kedwell, Co-Head of North American Equities, discusses the outlook for dividend growth in cyclical companies, particularly in energy, materials and other commodity stocks. Stu also talks about how ESG is considered when investing into these types of companies in order to evaluate their sustainability over the long term. [12 minutes, 11 seconds] (Recorded January 12, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

January 2022

Will the Canadian stock market maintain its streak of solid performance in 2022? This episode, Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, looks back at Canadian markets in 2021, and shares his insight into what investors can expect in the year ahead. [16 minutes, 21 seconds] (Recorded January 7, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

January 2022

A hawkish pivot from the U.S. Federal Reserve has mapped its way inonto markets and into the economy in many different ways. This episode, Chief Economist, Eric Lascelles unpacks the latest from the Fed, as expectations mount for a faster stimulus wind down and future rate hikes. Eric also provides a look at taper tantrums throughout history, and dives into the latest jobs numbers in Canada and the U.S. [14 minutes, 47 seconds] (Recorded January 7, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

January 2022

Soaring inflation, rising interest rates, and a rapidly-spreading variant; As many of the key themes from 2021 cross over into the New Year, there are still new trends that could play out in 2022. This episode, Stu Kedwell, Co-Head of North American Equities, discusses what may be in store for investors this year. Stu also provides some thoughts on recession risk and a forecast for dividend stocks. [10 minutes, 22 seconds] (Recorded January 4, 2022)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

December 2021

This episode, Stu Kedwell, Co-Head of North American Equities, discusses why the U.S. yield curve has flattened in recent months, and the bond and stock markets’ reactions to the possible recession risk. Stu also provides some thoughts on how to manage these pockets of volatility and maintain perspective going into 2022. [10 minutes, 54 seconds] (Recorded December 14, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

December 2021

This episode, Chief Economist Eric Lascelles, breaks down the latest jobs data out of Canada and the U.S., and discusses recent revisions to economic growth forecasts for countries. Eric also provides some early thoughts on the Omicron variant, and expectations ahead as many central banks weigh their tapering timelines. [22 minutes, 59 seconds] (Recorded December 3, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

December 2021

Moderating economic growth, fading stimulus and virus variant flare ups have weighed on the mind of investors. How are we positioning our portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her outlook and how she has positioned the portfolios in light of changing markets. [7 minutes, 01 seconds] (Recorded December 7, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

December 2021

The news of a new COVID-19 variant, Omicron, has shaken up certain areas of the market. Although much is still unknown, what is certain is that investors can benefit from riding out short-term challenges, focusing on the long term. This episode, Stu Kedwell, Co-Head of North American Equities, shares why adopting a long-term mindset is key for investors amid the market noise. Stu also provides some thoughts on Q4 Canadian bank earnings so far. [9 minutes, 11 seconds] (Recorded November 30, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

December 2021

This episode, Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited, joins Dave for a detailed conversation about the growing consideration of environmental, social and governance (ESG) factors in investing throughout history, particularly from a European market perspective. Jeremy also discusses the role of active stewardship on behalf of asset managers, and the importance of taking on an “ownership mindset” to ensure that companies are held accountable for the environmental and societal impacts of their operations. [19 minutes, 26 seconds] (Recorded November 24, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited

December 2021

This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest events and headlines in markets. He discusses the re-appointment of U.S. Fed Chair Jerome Powell, and whether or not inflation will stick around for longer than originally expected. Finally, Stu comments on President Biden’s recent announcement to release oil from the Strategic Petroleum Reserve in an effort to help lower prices and address supply issues. [12 minutes, 12 seconds] (Recorded November 23, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

November 2021

Climate change continues to be one of the most crucial issues facing markets, corporations, countries and investors around the world. This episode, Maia Becker, Director, Corporate Governance and Responsible Investment, explore the impact of climate change, and what investment managers can do to mitigate climate-related risks. Maia also discusses the correlation between biodiversity and climate change, and shares some key takeaways from the COP26 climate change summit. [10 minutes, 22 seconds] (Recorded November 24, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Director, Corporate Governance and Responsible Investment
RBC Global Asset Management Inc.

November 2021

This episode, Melanie Adams, Vice President and Head, Corporate Governance and Responsible Investment, discusses the top ESG-related themes in 2021, from employee health and safety, to diversity and inclusion and environmental issues. Melanie also talks about the importance of engaging with companies to evaluate ESG risks and opportunities in how they operate. [14 minutes, 47 seconds] (Recorded November 23, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President and Head, Corporate Governance and Responsible Investment, RBC Global Asset Management Inc.

November 2021

This episode, Chief Economist Eric Lascelles, reviews the latest jobs data out of Canada and U.S., noting contrasting trends in wage growth between the two countries. Eric also breaks down the potential economic implications as the Fed moves in a more hawkish direction. [16 minutes, 31 seconds] (Recorded November 5, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

November 2021

This episode, Stu Kedwell, Co-Head of North American Equities, provides his thoughts on current events and developments. First, a look at what the U.S. Federal Reserve’s hawkish turn to raise interest rates before the end of 2022 could mean for investors. Stu then discusses the Office of the Superintendent of Financial Institutions’ (OSFI) recent decision to lift capital restrictions on Canadian banks imposed in the early days of the pandemic. [10 minutes, 00 seconds] (Recorded November 4, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

November 2021

The Bank of Canada’s recently announced it is moving closer towards tapering off its pandemic stimulus and pushing up its rate hike timeline. This episode, Eric Lascelles, Chief Economist discusses what these moves mean from an economic standpoint. Eric also tackles other topics, including rising inflation, and disappointing GDP results. [11 minutes, 01 seconds] (Recorded October 29, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

October 2021

This episode, Dave catches up with Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, and looks at the factors driving the strong performance in Canadian equities. [10 minutes, 01 seconds] (Recorded October 21, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

October 2021

This episode, Stu Kedwell, Co-Head of North American Equities, is back for an overview of the consumer discretionary sector: how these stocks have performed recently, and the outlook ahead. Stu also covers the highlights of earnings season so far in the U.S. and Canada, including how Apple’s new privacy measures could impact a variety of technology-based businesses. [9 minutes, 48 seconds] (Recorded October 26, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

October 2021

With equity markets reaching all-time highs, and bond yields on the rise, investing in today’s markets can be difficult to navigate. In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses the challenges of the current market environment and shares some ways investors can diversify their portfolios for the road ahead. [8 minutes, 55 seconds] (Recorded October 20, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

October 2021

This episode, Stu Kedwell, Head of North American Equities, provides an in-depth look into the Consumer Staples sector. Stu also explains the role of these stocks in a portfolio, and how they perform across different market environments. [10 minutes, 56 seconds] (Recorded October 19, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

October 2021

Many U.S. banks are reporting impressive earnings in the third quarter. How will Canadian banks compare? This episode, Stu Kedwell, Co-Head of North American Equities, looks at what’s driving U.S. banks’ performance and what it tells us about Canada’s financial sector. Stu also discusses what a proposed raise in taxes for Canada’s big banks could mean for markets. [6 minutes, 59 seconds] (Recorded October 13, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

October 2021

This episode, Chief Economist Eric Lascelles runs down the list of the latest economic trends, including recent job numbers and labour market insights in the U.S. and Canada. Eric also dives into the buzz around “stagflation”, and shares his thoughts on why the current state of the economy does not fit the definition. [13 minutes, 26 seconds] (Recorded October 12, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

October 2021

Recent reports have reinforced that many countries remain far off from hitting their Paris Agreement goals. What are the possible implications of missed climate targets for both countries and companies? In this podcast, Freddie Fuller, European Equity Product Specialist, and James Jamieson, Portfolio Manager, RBC Global Asset Management (UK) Limited, explore the impact of climate wars around the world. [13 minutes, 06 seconds] (Publication date: October 7, 2021)

Host(s)
European Equity Product Specialist, RBC Global Asset Management (UK) Limited

October 2021

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how recent supply chain disruptions are driving up inflation, and how this will affect earnings. Stu also provides a view of the long-term impacts on bond and equity markets should these inflationary pressures persist. [10 minutes, 40 seconds] (Recorded October 5, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

September 2021

The shift to contactless, online technologies has transformed the way companies do business, and how consumers pay for the goods and services they provide. This episode, Dominic Wallington, Head of European Equities, RBC Global Asset Management (UK) Limited, discusses the evolving world of digital payment systems, and how innovations in technology will shape the future of transactions going forward. [13 minutes, 37 seconds] (Recorded September 30, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy

September 2021

Why are Chinese regulators tightening restrictions across many sectors? Are these measures good or bad for markets? Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an in-depth look at the situation in China, the short- and long-term impacts, as well as the future of its second- largest property developer, Evergrande. Phillippe also talks about ESG in emerging markets, and the key areas of focus in his portfolios, like green infrastructure. [19 minutes, 00 seconds] (Recorded September 29, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited

September 2021

This episode, Stu Kedwell, Head of North American Equities, joins Dave to discuss what's been driving recent volatility in markets, from ongoing supply chain angst and central bank tapering, to China’s economic trajectory. Stu also talks about how these factors can impact the valuation of companies. [7 minutes, 12 seconds] (Recorded September 28, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

September 2021

From pipeline plans to profitability – the Canadian energy sector is undergoing a transformation. What do investors need to know? This episode, Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, discusses the key factors that are reshaping the sector, including the rising demand for ESG integration. [14 minutes, 27 seconds] (Recorded September 17, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

September 2021

In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, talks about the current market environment and why we have reduced our allocation to fixed income within portfolios over the summer. Sarah also shares her outlook for equities and why she has maintained a bias toward risk within her portfolios. [7 minutes, 22 seconds] (Recorded September 15, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

September 2021

This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, provides an update on the technology sector. He explains how he is managing the space amidst the shifting growth versus value market narrative, and the ongoing challenges of the pandemic. Marcello also talks about how tech companies have become key infrastructure players, and if he thinks the strong earnings will continue into 2022. [14 minutes, 25 seconds] (Recorded September 10, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, North American Equities

September 2021

This episode, Chief Economist Eric Lascelles joins Dave for a comprehensive discussion on range of economic themes and developments, including underwhelming U.S job numbers, downgraded growth forecasts, and Canada’s cooling housing market. Eric also shares some early thoughts ahead of the federal election. [17 minutes, 30 seconds] (Recorded September 8, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

September 2021

This episode, Stu Kedwell, Co-Head of North American Equities, reflects on markets as of the end of summer, Delta variant implications, and the Fed’s discussions around tapering. Stu also talks about third-quarter earnings for Canadian banks, and how diversification across their business lines can help boost earnings as the economy reopens. [9 minutes, 45 seconds] (Recorded September 7, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

Views and insights
ESG in a time of crisis
August 2021

As we continue to see growing inflows for ESG investors, it might have been a surprise to many that during the COVID-19 pandemic ESG ratings did not appear to provide the risk mitigation benefits investors had hoped for. We explore the possible reasons behind this and how, despite the ESG ratings, active analysis of intangible assets can provide additional benefits to investors. [7 minutes, 28 seconds] (Recorded August 12, 2021)

Host(s)
Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited
Guest(s)
Senior Portfolio Manager, Global Equities, RBC Global Asset Management (UK) Limited

August 2021

This episode, Chief Economist Eric Lascelles, discusses the strong job numbers out of Canada and the U.S., noting significant growth in sectors where pent-up demand has heated up. Eric also provides some early predictions on where we are in the business cycle. [7 minutes, 54 seconds] (Recorded August 6, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

August 2021

This episode, Stu Kedwell, Co-Head of North American Equities, reflects on this quarter’s earnings reports and how the market has reacted to them. Stu also discusses what’s ahead for earnings in the fall, as companies brace for the Delta wave. [7 minutes, 18 seconds] (Recorded August 3, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

July 2021

From innovations in virtual reality to artificial intelligence, the industrial landscape is facing a new digital frontier. Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, reflects on how these advanced technologies are reshaping the industrial world, and the opportunities in this rapidly evolving space. [8 minutes, 05 seconds] (Recorded July 28, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy

July 2021

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on an exceptionally strong first half for Canadian markets. Scott also breaks down sector performance, and looks at the lessons of history to help frame the rest of the year. [7 minutes, 42 seconds] (Recorded July 22, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

July 2021

This episode, Stu Kedwell, Co-Head of North American Equities, discusses some of the main factors behind the one-day market selloff at the start of the week – from delta variant concerns to the bond market drop. Stu also explains how day-to-day ups and downs can be a good opportunity for investors to reassess their asset allocation and risk tolerance as part of the long-term investment experience. [8 minutes, 52 seconds] (Recorded July 20, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President, Co-Head, North American Equities, RBC Global Asset Management Inc.

July 2021

The emergence of the delta variant and ongoing inflation concerns has likely dampened earnings expectations for more economically-sensitive companies. On the other hand, secular growth companies that have thrived during the pandemic, may have higher hopes. This episode, Stu Kedwell, Co-Head of North American Equities, shares his key considerations as companies roll out their second quarter earnings reports. [9 minutes, 42 seconds] (Recorded July 14, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President, Co-Head, North American Equities, RBC Global Asset Management Inc.

July 2021

This episode, Chief Economist Eric Lascelles covers the latest macroeconomic trends around the world. Starting with some promising employment data out of Canada and the U.S., Eric also talks about the cooling inflation expectations, and questions whether the delta variant could halt further economic growth. [11 minutes, 33 seconds] (Recorded July 9, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

June 2021

Achieving balance is good for most things in life. It is also good for your portfolio. In this episode, Dave catches up with Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, to talk about her current outlook and how she has maintained balance across her portfolios so far in 2021. She also highlights how periodic rebalancing can be a powerful strategy that can help keep portfolios track and aligned to your overall investment goals. [7 minutes, 56 seconds] (Recorded June 24, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager, RBC Global Asset Management Inc.

June 2021

David Riley, Chief Investment Strategist at BlueBay Asset Management, provides an update on reopening progress across Europe and the UK – noting the strong momentum may face new challenges brought on by the Delta variant. David also discusses the outlook for inflation, and the strategies in place to mitigate risk in this environment of above average and still rising inflation. [15 minutes, 31 seconds] (Recorded June 24, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Investment Strategist, BlueBay Asset Management LLP

June 2021

Rising inflation continues to have an impact on interest rates. With the Federal Reserve possibly raising short-term rates in early 2023, what does this mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, covers the commentary from the FOMC meeting, and also discusses how the slope of the yield curve can help forecast future interest rate moves and economic activity. [12 minutes, 46 seconds] (Recorded June 23, 2021)

Host(s)
Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President, Co-Head, North American Equities, RBC Global Asset Management Inc.

June 2021

This episode, Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an update on emerging markets, noting a range of performance across countries and sectors. Laurence also discusses how dividend-paying stocks within the asset class have fared within a rising interest rate environment. [11 minutes, 42 seconds] (Recorded June 16, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited

June 2021

According to the U.S. Bureau of Labor Statistics, the Consumer Price Index for All Urban Consumers saw an increase of 0.6 percent in May – fueling further discussions over rising inflation. This episode, Walter Posiewko, Vice President & Senior Portfolio Manager, Global Fixed Income & Currencies, provides his view on the latest data. Walter also notes how changes in consumer behaviour in response to inflation can feed the frenzy. [9 minutes,41 seconds] (Recorded June 10, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Global Fixed Income & Currencies

June 2021

From ESG considerations to the role of private equity; these are just some of the key topics of discussion between portfolio managers and company management. Stu Kedwell, Co-Head of North American Equities, talks about the importance of engaging with companies to help guide decision-making and meet their near- and long-term objectives. [8 minutes, 17 seconds] (Recorded June 9, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President, Co-Head, North American Equities, RBC Global Asset Management Inc.

The Download
An eye on energy
June 2021

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, shares his perspective on economic recovery and the price of oil. Scott also highlights the opportunities available to clients currently invested in energy. [6 minutes, 12 seconds] (Recorded June 9, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

June 2021

In this episode, Chief Economist Eric Lascelles investigates how North American economies have fared as governments responded to COVID-19. In Canada, job loss in May was larger than market expectations – though the outlook for June is optimistic as the economy reopens. Eric observes a slightly different story in the United States, where lockdown restrictions have been avoided and wages have slightly increased amidst inflationary pressures. [12 minutes, 28 seconds] (Recorded June 4, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

June 2021

Stu Kedwell, Co-Head of North American Equities, discusses what’s ahead for Canada’s big banks after a solid second quarter. Stu also takes a broader look across the Canadian market, and explains how other sectors, such as commodities, are contributing to strong performance and investor optimism. [7 minutes, 43 seconds] (Recorded June 1, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President, Co-Head, North American Equities, RBC Global Asset Management Inc.

June 2021

How will a weak U.S. dollar impact broader currency markets? What’s driving the strong performance of the Canadian dollar, and how long will it last? This episode, Dan Mitchell, Portfolio Manager, Global Fixed Income & Currencies, weighs in on the current state of currencies and the outlook ahead, as economies reopen. [6 minutes, 30 seconds] (Recorded June 1, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Portfolio manager, Global Fixed Income & Currencies RBC Global Asset Management

May 2021

In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on inflation and what it means for investor portfolios. Sarah also talks about why having a diversified portfolio is key in this environment and how a longer-term perspective can help when it comes to investing through inflation. [8 minutes, 09 seconds] (Recorded May 27, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

May 2021

This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the headlines around rising inflation, and discusses the key near- and long-term considerations for investors. Stu also previews what to expect from Canadian banks, as they begin to report their quarterly earnings. [12 minutes, 05 seconds] (Recorded May 25, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

May 2021

Digitization is accelerating, from Bitcoin to 5G, but do we fully understand the environmental impact of these technologies? In this podcast Freddie Fuller and Elma de Kuiper, Portfolio Manager, RBC Global Asset Management (UK) Limited discuss the nuances behind digital technologies relationship with energy and decarbonization and show why just because something is digital, does not mean it is carbon neutral. [12 minutes, 04 seconds] (Recorded May 19, 2021)

Host(s)
Portfolio Manager, European Equity, RBC Global Asset Management (UK) Limited European Equity Product Specialist, RBC Global Asset Management (UK) Limited

May 2021

This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, provides an update on Canadian markets and outlines possible scenarios that could keep the strong performance going for investors. Scott also looks at what a stronger Canadian dollar means for Canadians investing in the U.S. [9 minutes, 28 seconds] (Recorded May 14, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

May 2021

RBC GAM’s Chief Investment Officer, Dan Chornous joins Dave for an in-depth conversation about the current economic and market trends facing investors today. Dan also shares his thoughts on inflation expectations, and provides insight into where investors can look to find opportunities around the world. [21 minutes, 04 seconds] (Recorded May 13, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Investment Officer
RBC Global Asset Management

May 2021

With French luxury goods group LVMH now the largest company on the European stock market, how are portfolio managers thinking about the rising power of fashion? Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, shares how he is positioning his portfolio to match the current trends. [14 minutes, 53 seconds] (Recorded May 13, 2021)

Guest(s)
VP & Head, Enterprise Distribution Strategy

May 2021

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the short-and long-term factors he is thinking about to position his portfolios for the latter half of the year. Stu also shares his expectations for dividend stocks going forward. [7 minutes, 45 seconds] (Recorded May 11, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

May 2021

This episode, Chief Economist Eric Lascelles reviews the latest jobs reports out of the U.S. and Canada. Eric discusses what’s behind the lower-than-expected job numbers, and the expectations for employment relative to the broader economic recovery. [10 minutes, 10 seconds] (Recorded May 7, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

May 2021

This episode, Stu Kedwell, Co-Head, North American Equities, explains how broad macroeconomic conditions and market trends factor into the individual investment decisions he makes. Stu shares some important considerations portfolio managers think through when choosing which companies to invest in for long-term success. [9 minutes, 38 seconds] (Recorded May 5, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2021

Stocks have climbed to record levels and sovereign bond yields have reversed their pandemic-related plunge. How are we positioning our portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her view and outlines the some of the changes she’s made to her portfolios to position them well for the current environment. [5 minutes, 41 seconds] (Recorded April 28, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

April 2021

This episode, Stu Kedwell, Co-Head of North American Equities, shares his views on the evolving market landscape, particularly the recent growth-to-value shift. Stu also discusses the importance of considering both growth and value companies when investing, and the tools he uses to find potential opportunities. [5 minutes, 49 seconds] (Recorded April 27, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2021

This episode, Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, provides an update on convertible bonds amidst the economic recovery. Pierre-Henri also discusses the potential long-term opportunities ahead for the asset class in an environment of rising rates and inflation. [7 minutes, 58 seconds] (Recorded April 22, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager, BlueBay Asset Management LLP

April 2021

Stu Kedwell, Co-Head of North American Equities, shares his thoughts on recent headlines – from the Biden administration possibly raising capital gains tax, to the takeaways from the federal budget. Stu also explains his process of managing portfolios amidst the ever-changing news cycle. [9 minutes, 47 seconds] (Recorded April 22, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2021

This episode, Stu Kedwell, Co-Head of North American Equities, looks at the strong first quarter results from America’s top banks and what they could signal for Canadian investors. Stu also discusses the current holding period of recovery we’re in, and the ‘sparks’ – from vaccine success to robust infrastructure programs – needed to reignite economic activity. [7 minutes, 36 seconds] (Recorded April 15, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2021

This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses the factors driving the strength of the Canadian market so far this year. Scott also dives into why sectors like health care, financials, and energy have performed well and looks at the opportunities and risks ahead as the year plays out. [10 minutes, 09 seconds] (Recorded April 8, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

April 2021

In this episode, Chief Economist Eric Lascelles breaks down his analysis of the business cycle, including a look at how markets have historically performed across the different stages. Dave Richardson also discusses the importance of staying invested in the market through the cycles. [8 minutes, 07 seconds] (Recorded April 7, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

April 2021

This episode, Stu Kedwell, Co-Head of North American Equities, recaps the events of the first quarter -- from accelerated vaccine rollouts to rising bond yields. Stu also shares his thoughts on where interest rates could go for the rest of the year, and what investors should consider. [9 minutes, 22 seconds] (Recorded April 6, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

April 2021

In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, reflects on the past year and the importance of staying invested. She also discusses how she is positioning her portfolios in light of the current environment and what is on her radar for the road ahead. [7 minutes, 29 seconds] (Recorded April 1, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Vice President & Senior Portfolio Manager

March 2021

Stu Kedwell, Co-Head-North American Equities, joins Dave to discuss the fallout around the Archegos hedge fund default. Stu also highlights how this event serves as an important reminder for investors to look beyond near-term bumps and maintain a long-term perspective. [6 minutes, 36 seconds] (Recorded March 30, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

March 2021

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the positive and negative impacts higher interest rates can have on high yielding dividend stocks. Stu also explains dividend growth, and why it can be a powerful tool for long-term investors. [6 minutes, 12 seconds] (Recorded March 23 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

March 2021

On Wednesday, the U.S. Federal Reserve held its March policy meeting. RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss the highlights – from brighter growth forecasts, to rate hike expectations. [8 minutes, 36 seconds] (Recorded March 19, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Economist
RBC Global Asset Management

March 2021

It’s been a year since most of the world went into lockdown. What have we learned since then? Stu Kedwell, Co-Head, North American Equities, looks back at the lessons investors can take away from lockdown. Stu also explains how having a strategy, such as dollar-cost averaging, can help investors remain disciplined and find opportunities in times of uncertainty. [7 minutes, 58 seconds] (Recorded March 16, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

March 2021

Dave Richardson is joined by Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities and Rob Cavallo, Portfolio Manager, North American Equities, RBC Global Asset Management Inc. They take a look back at the impact of COVID-19 on the technology and health care sectors, from vaccines to the accelerated online shift. Marcello and Rob also share the key long-term themes they’re watching for, including biotech and artificial intelligence. [39 minutes, 59 seconds] (Recorded March 10, 2021)

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Portfolio Manager, North American Equities Vice President & Senior Portfolio Manager, North American Equities

March 2021

With the disruption from Brexit theoretically over, we ask whether the U.K. can become a world leader in green technology and the sustainability movement. The government’s recent announcement of a 10-point plan for a green industrial revolution has outlined where it sees room for growth, while also highlighting the myriad of issues that the country needs to address, including those that have arisen from the COVID-19 pandemic. Will this plan be enough from environmental and economic perspectives? [11 minutes, 29 seconds] (Recorded March 10, 2021)

Host(s)
European Equity Product Specialist, RBC Global Asset Management (UK) Limited