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Welcome to the new RBC iShares digital experience.

Find all things ETFs here: investment strategies, products, insights and more.

Featured podcasts

The Download
Canadian markets at the half: What history tells us
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
The Download
Maintaining perspective during market cycles
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

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

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

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

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

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.

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

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)

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

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

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

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, 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

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

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

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

Stu Kedwell, Co-Head, North American Equities, joins Dave for a deep-dive into the concept of momentum, and how it’s factored into active management as market narratives shift. [7 minutes, 37 seconds] (Recorded March 9, 2021)

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

March 2021

Increasing job numbers in the U.S. and Canada are among a string of indicators pointing to a better-than-expected economic recovery. This episode, Chief Economist Eric Lascelles shares his outlook for what’s ahead this spring. Eric also explores the rise in bond yields from an economic perspective – from central bank decisions to inflation concerns. [8 minutes, 16 seconds] (Recorded March 5, 2021)

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

March 2021

This episode, Stu Kedwell, Co-Head, North American Equities, takes a closer look at the factors behind the sudden spike in U.S Treasury yields last week, and what it means for investors in bond and equity markets. [8 minutes, 10 seconds] (Recorded March 2, 2021)

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

February 2021

This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. [6 minutes, 56 seconds] (Recorded February 24, 2021)

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

February 2021

The investing landscape has changed considerably over the past couple of years. In today’s low interest rate environment, how should investors be positioning their portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on markets and how investors can evolve their portfolios for the future – from revisiting your equity allocation to the importance of fixed-income diversification. [7 minutes, 32 seconds] (Recorded February 18, 2021)

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

February 2021

This episode, Stu Kedwell, Co-Head, North American Equities, shares key insights from RBC GAM’s Investment Strategy Committee. He discusses the outlook on the economic rebound, noting the vital role vaccines can play. Stu also explains his thoughts on the expected course of interest rates. [6 minutes, 14 seconds] (Recorded February 16 2021)

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

February 2021

As earnings season rolls on, it’s clear that tech giants continue to lead the market. But there are other areas of the market investors should think about. Stu Kedwell, Co-Head, North American Equities, discusses three broad categories of stocks that could present opportunities for investors, and why a good mix of each is the bedrock of a portfolio. [6 minutes, 57 seconds] (Recorded February 3 2021)

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

January 2021

Despite all the chaos and speculation in markets, there may be a silver lining to the frenzy. Increasing participation in financial markets, for one. This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses this and other key lessons investors can take away from these events. [9 minutes, 03 seconds] (Recorded January 28, 2021)

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

January 2021

In a week of exciting headlines and soaring stock prices, how can investors avoid distractions and stick to their long-term plan? Stu Kedwell, Co-Head, North American Equities, joins Dave to chat about what’s been going on in markets recently, and his tips on how to tune out short-term speculation. [7 minutes, 07 seconds] (Recorded January 26, 2021)

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

January 2021

With renewed hope for economic recovery, investors also have restored hope in the industrial, material, and energy sectors – a considerable portion of Canada’s stock market. Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, talks about what this boost means for companies in these sectors, and how vaccines will be key to maintaining this optimism. [8 minutes, 29 seconds] (Recorded January 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

January 2021

A weaker U.S dollar and increased demand are leading reasons why stocks in oil, mining, and agriculture have rallied in recent weeks. Stu Kedwell, Co-Head, North American Equities, explains how the surge is tied to promising economic growth forecasts, and what it could mean for the broader Canadian market. [5 minutes, 45 seconds] (Recorded January 19, 2021)

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

January 2021

Being effectively diversified has taken on new meaning, and 2020 was no exception. Structural changes in the economy and markets means that what has worked over the last decade may not continue to do so. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions talks about why evolving your approach to diversification is vital in today’s environment and how she is positioning portfolios for long-term success. [7 minutes, 21 seconds] (Recorded January 14, 2021)

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

January 2021

While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, recaps key highlights from the RBC Capital Markets Canadian Bank CEO Conference. Stu also shares his thoughts on U.S. banks, as they begin to report their earnings. [6 minutes, 38 seconds] (Recorded January 14, 2021)

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

January 2021

From U.S. fiscal stimulus news to vaccine rollouts -- there is a lot on the horizon in 2021. What do these developments mean for the global economy, and what are the risks to watch for? RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss his outlook on the year ahead. [7 minutes, 32 seconds] (Recorded January 7, 2021)

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

January 2021

A new year means new opportunities and new challenges – some we can’t begin to predict. With a tumultuous 2020 behind us, how can investors prepare for 2021? Stu Kedwell, Co-Head, North American Equities, discusses why having a robust financial plan – tailored for multiple different outcomes – should be on every investor’s list of New Year’s resolutions. [7 minutes, 32 seconds] (Recorded January 5, 2021)

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

January 2021

Ahead of the UN Conference of the Parties in 2021, signatories to the Paris Agreement work towards various climate goals. Freddie Fuller, European Equity Product Specialist, and James Jamieson, Portfolio Manager, RBC Global Asset Management (UK) Limited, discuss the events over the course of the year that have impacted climate action across the globe, and whether we are on track to reach the Paris targets. [10 minutes, 10 seconds] (Recorded December 15, 2020)

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

December 2020

Stu Kedwell, Co-Head of North American Equities, joins Dave to recap some key lessons investors can take away from 2020, including the importance of looking at all possible outcomes, and maintaining long-term optimism. [7 minutes, 25 seconds] (Recorded December 15, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

December 2020

Tesla's entry into the S&P 500 has garnered strong investor interest. As an active manager, Stu Kedwell, Co-Head, North American Equities, shares how his team considers high profile stocks. He looks at various growth scenarios for Tesla, and talks about what a bear or bull case could look like. [9 minutes, 24 seconds] (Recorded December 8, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

December 2020

As investors observe significant technological advancements during the time of COVID, some may be reminded of the dot-com tech bubble in the late 90s. Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, compares the tech companies of the past and present. He also shares an overall market perspective on rising valuations within the sector. [15 minutes, 22 seconds] (Recorded December 8, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager, North American Equities

December 2020

Following some volatility towards the end of November, the rebound in global markets is being led by a broad range of stocks and sectors. With bank stocks rallying, Stu Kedwell, Co-Head, North American Equities, shares how Canadian banks are looking beyond the pandemic – and why investors may want to follow suit. [7 minutes, 56 seconds] (Recorded December 1, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

Current perspectives
Why dividends deliver
November 2020

When markets are unpredictable, dividend stocks can help provide consistent cash flow to investors. This episode, Stu Kedwell, Co-Head, North American Equities, discusses the important role dividends can play in investors’ portfolios, especially as growth opportunities emerge over time. [7 minutes, 16 seconds] (Recorded November 18, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

November 2020

This past year has shown that investors need to be prepared for a broad range of investment scenarios – both good and bad. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to talk about what’s on her radar for 2021 and why an active and globally-diversified approach will be key for investors going forward. [9 minutes, 06 seconds] (Recorded November 16, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager

November 2020

To honour late Canadian TV icon Alex Trebek, this episode, Stu Kedwell, Co-Head North American Equities is quizzed on the latest market headlines, from COVID-19 vaccine updates to U.S. election results. [7 minutes, 18 seconds] (Recorded November 12, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

November 2020

David Riley, Chief Investment Strategist, BlueBay Asset Management, shares his thoughts on the U.S. presidential election results from a European perspective. David also discusses how international markets may respond to a Biden win, as well as the outlook on the U.S economic recovery should lockdown restrictions stiffen. [6 minutes, 23 seconds] (Recorded November 6, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Investment Strategist, BlueBay Asset Management LLP

November 2020

Despite the turbulence of this year, emerging markets have performed in line with developed markets. Three countries - China, Korea, and Taiwan – lead the market, in part due to their efficacious response to the virus. Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, joins Dave for a closer look at these and other trends in emerging markets today. [6 minutes, 47 seconds] (Recorded November 5, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited

November 2020

Agility and adaptability – these are the characteristics that Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, believes are essential for companies to remain competitive in today’s environment. With uncertainty around the second wave of COVID-19, and the pending results of the U.S. presidential election, Habib reminds investors why it’s more important than ever to focus on these qualities too, especially when thinking about the long term. [8 minutes, 06 seconds] (Recorded November 5, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited

October 2020

As markets react to the latest headlines around politics and the economy, it can be easy to lose sight of the long-term. Enter dollar-cost averaging. Stu Kedwell, Co-Head, North American Equities, explains how this strategy can help investors stick to their investment plan, and ride through any type of market weather. [7 minutes, 29 seconds] (Recorded October 29, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

October 2020

Dave is joined by Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, to discuss the pandemic’s recent surge across Europe, and the current and future impact on markets. Dominic also shares his insights into health-related research, particularly focusing on the relationship between COVID-19 and other diseases. [10 minutes, 09 seconds] (Recorded October 29, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited

October 2020

This episode Stu Kedwell, Co-Head, North American Equities, compares three broad categories of value stocks. Stu also explains how external factors, like enhanced stimulus and vaccine development, may provide the boost needed for them to bounce back. [6 minutes, 56 seconds] (Recorded October 21, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

October 2020

Despite tumultuous market conditions this year, some companies have prospered through the uncertainty. Meanwhile, others were not so lucky. But, as Stu Kedwell, Co-Head, North American Equities, says: fantastic businesses do not always equal fantastic stocks. This episode, Stu breaks down some considerations to think about to before buying stocks, and why evaluating odds can be key to success. [10 minutes, 24 seconds] (Recorded October 14, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

October 2020

President Trump’s announcement that he will pause stimulus negotiations until ‘after the election’ has caused a stir in markets. What could this mean from an economic standpoint? RBC GAM’s Chief Economist Eric Lascelles discusses the role relief measures have played in the U.S. economic recovery thus far. Eric also breaks down the key differences in Canada’s stimulus story. [7 minutes, 56 seconds] (Recorded October 8, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Economist
RBC Global Asset Management

October 2020

From the latest developments in U.S. politics, to the outlook on Canadian banks – a new week means a new cycle of headlines. This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to share his thoughts on a roundup of key topics that may be top of mind for investors. [9 minutes, 29 seconds] (Recorded October 7, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

September 2020

The revolving door of news on the political, economic, and healthcare fronts can spark fear for some. Yet, markets are already looking ahead. Stu Kedwell, Co-Head, North American Equities, discusses how remaining focused with a well-thought-out approach can help investors tune out the headline noise. [8 minutes, 16 seconds] (Recorded September 30, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

September 2020

Historically, it’s common to see more volatility in markets this time of year. But in a year unlike any other, how can investors plan ahead? RBC GAM’s Chief Investment Officer Dan Chornous provides an overview of the drivers behind recent market activity. Dan also discusses the value of advice during uncertain times and how it can help investors stay focused on their long-term goals. [18 minutes, 36 seconds] (Recorded September 28, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Investment Officer
RBC Global Asset Management
Chief Investment Officer
RBC Global Asset Management

September 2020

Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, joins Dave for a discussion about convertible bonds. Pierre explains the important role this asset class plays in a diversified portfolio, particularly given the uncertainty of the current market environment. [11 minutes, 21 seconds] (Recorded September 24, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Portfolio Manager, BlueBay Asset Management LLP

September 2020

Recently, the Federal Reserve announced it will change its approach to monetary policy in order to target an inflation rate that may average above 2% over time. What does this change mean for investors? RBC GAM’s Chief Economist, Eric Lascelles, weighs in. [8 minutes, 10 seconds] (Recorded September 23, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Economist
RBC Global Asset Management

September 2020

In August, stocks in tech giants like Apple, Amazon and Microsoft soared. This month, however, has seen them return back down to earth. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts on how these market corrections compare to the tech bubble of the early 2000s. Stu also highlights the importance of an investment process that considers all possible outcomes in any market environment. [8 minutes, 52 seconds] (Recorded September 22, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

September 2020

David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave for an update on the latest Brexit developments – including a look at how the move faces new implications under international law. David also shares an outlook on the U.K. economy, as it braces for a potential second wave. [9 minutes, 51 second] (Recorded September 18, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Investment Strategist, BlueBay Asset Management LLP

September 2020

A possible second wave of the pandemic, coupled with the U.S. presidential election in November, could bring renewed volatility to markets. Despite economic and political uncertainty, Stu Kedwell, Co-Head of North American Equities, RBC GAM, explains how investors can prepare by thinking ahead and mapping out a broad range of outcomes. [8 minutes, 1 second] (Recorded September 16, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

September 2020

Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management, talks about the role of active portfolio management in the case of Argentina’s debt default in May. Despite the country’s history of defaults, Polina explains how the strategies used by her team can help achieve positive outcomes for investors. (Recorded September 10, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Partner, Head of Emerging Markets, Senior Portfolio Manager, BlueBay Asset Management LLP

September 2020

Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, explains the recent tactical shift in her portfolios and why she has added to equities. She also talks about recent volatility and how she is positioning portfolios with the longer-term in mind. (Recorded September 9, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager

September 2020

Despite the turbulence caused by COVID-19, Canada’s top banks have reported fairly solid earnings this quarter. As the country settles into a new reality, could these improving results point to a similar story for the economy? Stu Kedwell, Co-Head, North American Equities, joins Dave for a recap of the banks’ earnings reports, and what to look out for ahead. (Recorded September 8, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

August 2020

This episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, talks about why she recently adjusted the strategic regional equity weights across her portfolios and the benefits of looking beyond Canadian borders for investment opportunities. (Recorded August 20, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager

August 2020

Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on key takeaways from this earnings season. Scott also shares what his investment teams are looking at to help companies to not only survive, but thrive through these uncertain times. (Recorded August 18, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

August 2020

Next week, Canada’s largest banks will begin to roll out their quarterly results. With much to consider, what can investors expect to see? This episode, Stu Kedwell, Co-Head of North American Equities, gives us a run-down of the key factors to watch for. (Recorded August 11, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

August 2020

COVID-19 has boosted business for some companies. It has also had a severe and negative impact on others. For businesses landing somewhere in the middle, adaptability is key. Stu Kedwell, Co-Head of North American Equities, joins Dave to reflect on what investors can take away from an exceptional earnings season. (Recorded August 6, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

July 2020

Recently, gold and tech stocks have driven the Canadian market. Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how he is managing portfolios in a top-heavy market, and what’s ahead for investors looking to break through the concentration. (Recorded July 30, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management

July 2020

The uncertainty of what the next few months will look like for the Canadian economy has led investors to hold onto their cash. Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the current investment landscape, and why time in the market is key to unlocking long-term opportunities. (Recorded July 28, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

July 2020

Last week, America’s big banks kicked off the second-quarter earnings season. While the results were mixed, they could suggest that perhaps the worst of the pandemic is behind us. Will Canadian businesses share this same cautious optimism? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, returns to the podcast to share his thoughts on the results and what investors can expect to see in the weeks ahead. (Recorded July 21, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

July 2020

The rebounds we’ve seen in stock markets may have renewed optimism for some, as they look beyond the pandemic. The economy, on the other hand, tells an entirely different story. Eric Lascelles, Chief Economist, RBC Global Asset Management, joins Dave to discuss his outlook, and what’s behind these diverging views. (Recorded July 16, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Economist
RBC Global Asset Management

July 2020

Stu Morrow, Vice President & Head of Investments, RBC Phillips, Hager & North Investment Counsel Inc., breaks down his team’s process to help investors maintain focus and stay the course through recent market swings. Stu also highlights the importance of diversifying portfolios beyond Canadian markets, and why a global approach can lead to long-term opportunities. (Recorded July 14, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Head of Investments RBC Phillips, Hager & North Investment Counsel Inc.

July 2020

This episode, Mike Reed, Partner & Senior Portfolio Manager, BlueBay Asset Management, joins Dave for an insightful discussion about how he and his team have approached managing portfolios through the course of the pandemic. (Recorded July 13, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Partner and Senior Portfolio Manager BlueBay Asset Management LLP

July 2020

Michael Kitt, Head, Private Markets and Real Estate Equity Investments, joins Dave for an update on the real estate sector in the wake of COVID-19. Michael also provides his perspective on the opportunities that could arise in commercial real estate, as businesses find ways to evolve and adapt beyond the pandemic. (Recorded July 9, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Head, Private Markets and Real Estate Equity Investments

July 2020

In this episode, Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, gives his thoughts on the factors driving market behaviour over the last few months, and how they play into investment decisions. Stu also unpacks the forward-looking nature of the market -- how it not only saw ahead during the depths of the crisis, but also projected the economic rebounds seen in recent weeks. (Recorded July 7, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

July 2020

Dan Chornous, Chief Investment Officer, RBC Global Asset Management, joins Dave to discuss the importance of evolving our strategic asset mix over time. Dan also highlights the importance of time horizon when determining asset allocation in order to ensure that return targets are realistic. (Recorded July 6, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Chief Investment Officer
RBC Global Asset Management
Chief Investment Officer
RBC Global Asset Management

June 2020

When markets are down, many investors move money from their investments into cash. Doing so can help them avoid short-term risks associated with volatility. But, what they may not be aware of is the “silent assassin” lurking in the midst – a.k.a. inflation. As prices go up over time, the overall value and purchasing power of their money is chiseled away. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, looks at strategies for investors to get off the sidelines and back into the market to get the most out of their money today. (Recorded June 30, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

June 2020

With all that has occurred in markets over the last few months, it’s essential that portfolio managers make decisions to ensure portfolios withstand the highs and lows. For long-term investors, it means their investment plans may look a little different now. In this episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, details the recent strategic asset allocation changes she has made within her portfolios, and how these adjustments will open up opportunities for investors over time. (Recorded June 25, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Vice President & Senior Portfolio Manager

June 2020

As many regions across North America begin to reopen their economies, how companies operate and provide services will certainly have a different look and feel. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, offers his perspective on what traditional companies should be mindful of when making the move online, and how they can make the most out of digital real estate. (Recorded June 23, 2020)

Host(s)
Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

June 2020

Throughout the course of the pandemic, Canadian investors may have been heavily focused on the stock market activity closer to home. Yet, there is a lot to be said for how markets are doing abroad, particularly in emerging market economies. Philippe Langham, Head, RBC Emerging Markets Equity, RBC Global Asset Management (UK) Limited, joins Dave for an overview of the latest developments in emerging markets equities. (Recorded June 18, 2020)

Host(s)
Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited

June 2020

When it comes to investing, the only certainty is uncertainty. Last week, we saw a return to some of the volatility of earlier this year. Could it be that these continual highs and lows will be a permanent feature of our post-COVID future? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, talks to Dave about the factors causing this volatility at this time – from businesses restructuring to rapid government policy changes. He also explains how short-term volatility can sometimes help serve up long-term opportunities. (Recorded June 16, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head of North American Equities

June 2020

We’ve seen the importance of ESG investing through the short-term lens of companies’ performance during this pandemic. Yet, Jeremy Richardson, Senior Portfolio Manager, Global Equity, RBC Global Asset Management (UK) Limited, suggests that it’s more about looking at how businesses have stepped up to their environmental, social, and governance responsibilities that will pay back over the long-run. (Recorded June 11, 2020)

Host(s)
VP & Head, Enterprise Distribution Strategy Vice-président et chef, Stratégie de distribution - Entreprise, RBC Gestion mondiale d’actifs
Guest(s)
Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited