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Featured podcasts

The Download
Q2 earnings: what we’re seeing from Canadian banks
June 2020

This episode, we continue the discussion around quarterly earnings reports with a look at the results of Canada’s top banks. Stu Kedwell, Co-Head, North American Equities, details the three major themes he’s paying attention to affecting the financial sector as a whole, including banks’ capital positions, when their loan deferrals will end, and what their earnings power will be on the other side of this pandemic. Recorded June 2, 2020

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head, North American Equities
The Download
Q2 earnings: perspectives on an uneven recovery
May 2020

Earnings season kicked off on Tuesday, with Scotiabank reporting their results for the second quarter. Not surprisingly, the results speak to how heavily hit the Canadian financial industry has been during this pandemic. Globally, certain sectors are rebounding faster than others. For investors focused only at home, this may lead to missed opportunities. Stu Kedwell, Co-Head, North American Equities, shares how earnings season results highlight the importance of a well-diversified portfolio in this period of uneven recovery. Recorded May 26, 2020

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Senior Vice President & Senior Portfolio Manager, Co-Head, North American Equities
May 2020

On Monday, both the Dow and S&P 500 saw their strongest rebounds since early March, due in part to recent news of a prospective coronavirus vaccine. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, breaks down the role of key players like Amazon, Microsoft, and Facebook in the rally. He also looks at how these positive developments in medicine and economic reemergence can potentially lead to opportunities in broader markets.

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

May 2020

From declining oil prices to the economic shutdown, the Canadian dollar has faced a tough year so far. With the potential for bumpy roads ahead for the Loonie, what can investors expect going forward? Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to discuss her view on the Canadian dollar and how she manages currency exposures across her portfolios.

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

May 2020

While Q1 earnings reports of many Canadian and U.S. businesses may not reflect the full impact of COVID-19, there is still a lot to learn from these statements. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, covers some of the key trends to consider, including a focus on companies’ balance sheets.

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

May 2020

In today’s episode, Dave and Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, reflect on takeaways shared by Warren Buffett during Berkshire Hathaway’s annual stakeholder meeting. They discuss Buffett’s optimism towards economic prosperity, and what we can learn from the master investor’s more cautious approach to buying this time around.

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

April 2020

In the midst of this pandemic, headlines have been dominated with constant bad news. Yet despite all the negativity, markets remain resilient. With more bad news expected to come, could market reaction take a turn? Stu Kedwell, Senior Vice President & Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts, and discusses how liquidity plays a key role.

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

April 2020

Recently, there is renewed optimism around high-yield bonds following the Fed’s announcement of measures to help keep the market functioning. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, breaks down how she and her team are taking advantage of these opportunities to help position portfolios for long-term success.

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

April 2020

Today, Dave is joined by RBC Global Asset Management’s Chief Economist, Eric Lascelles. Eric provides his current view on the economy during this rapidly-evolving event, including indicators of possible stabilization and steps towards gradual recovery.

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

April 2020

On Monday, U.S. crude oil futures fell into negative territory for the first time ever, with WTI Crude closing out the day at just over -$37 per barrel. Stu Kedwell, Senior Vice President & Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, reflects on the significant drop in demand for oil amidst the crisis, and what the pandemic-induced sell-off could mean for energy stocks in the long-term.

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

April 2020

In today’s episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to talk about her strategies to rebalance and reposition portfolios for success in both credit and stocks, as well as exploring the hidden opportunities within.

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

April 2020

As the COVID-19 pandemic continues on, so does the rising number of job losses in both Canada and the U.S. While these numbers are unprecedented, Eric Lascelles, Chief Economist, RBC Global Asset Management, looks at the reasons why this recession may not last as long as those in the past.

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

April 2020

As a turbulent first quarter comes to a close, many companies have started to send out their earnings reports. Stu Kedwell, Senior Vice President & Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management joins Dave to discuss the specifics that investors should look out for, and how much of an impact these results may have on the market.

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

April 2020

Dave and Sarah Riopelle, Vice-President and Senior Portfolio Manager, RBC Global Asset Management, take a step back and examine the economic environment before the current crisis hit. Sarah shares what she and her team are doing to help portfolios adjust to the uncertainty of this Black Swan event, and how a forward-thinking approach can help investors take advantage of the recovery when it comes.

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

April 2020

Does the recent market upturn mean brighter days ahead? Stu Kedwell, Senior Vice President & Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his outlook. He also breaks down the factors to watch for that could point to a quicker economic recovery. (Recorded on April 7, 2020)

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

April 2020

In today’s episode, Dave is joined by Sarah Riopelle, Vice-President and Senior Portfolio Manager, RBC Global Asset Management. They look at how conservative portfolios are faring in this period of volatility, and discuss why diversification across all asset classes is key to staying the course. (Recorded on April 6, 2020)

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

March 2020

Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook on the global economic impact of COVID-19. (Recorded on March 26, 2020)

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

March 2020

Dagmara Fijalkowski, head of Global Fixed Income and Currencies, sits down with Dave Richardson to discuss her decades-long career in investment management. This includes her approach to managing fixed income and currencies and her dedication to continuous learning. She also discusses the importance of diversity within her team of over 40 members, all of whom play an important part in managing over $100 billion in fixed income assets.

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

February 2020

Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook on the global economic impact of the Wuhan coronavirus relative to past pandemics. He also shares his expectations surrounding interest rates and inflation amidst growing concerns. (Recorded on February 19, 2020)

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

February 2020

David Richardson sits down with Irene Fernando and Sarah Neilson, portfolio managers on RBC GAM’s North American Equities team. Sarah and Irene have worked together for over a decade and share a common investment philosophy based on detailed scenario analysis. They also incorporate environmental, social and governance (ESG) analysis during this process seeking to deliver consistent, risk-adjusted results.

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Analyst and Portfolio Manager, North American Equities Analyst and Portfolio Manager, North American Equities

December 2019

Damon sits down with Dave Richardson to discuss his path to a purpose-driven life and the challenges and opportunities that helped him grow. Damon reflects on leadership and what it takes to build a world-class asset management team. He also speaks to the importance of diversity in creating exceptional teams.

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Chief Executive Officer
RBC Global Asset Management
CFA (1999); FSA (1995); FCIA (1995); BMath (Hons) (1993), University of Waterloo

November 2019

Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss the pullback in some of the economic risks he’s been concerned about, delving into low interest rates and their good – and potentially dangerous – impact on the global economy.

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

November 2019

Michael Kitt, Head of Real Estate Equity Investments joins David Richardson to discuss the opportunities for average investors to get access to real estate in their portfolios that was previously only available to large institutional investors like pension funds, and how real estate can fit within a traditional portfolio.

Host(s)
VP & Head, Enterprise Distribution Strategy
Guest(s)
Head, Real Estate Equity Investments

October 2019

Melanie Adams, VP and Head, Corporate Governance and Responsible Investment, sits down with David Richardson to discuss what Responsible Investment and ESG mean, how investment managers integrate ESG analysis into their investment processes and how this can help manage risk and contribute to portfolio returns.

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

October 2019

Stu Kedwell, Senior Vice President and co-Head of North American Equities at RBC Global Asset Management, sits down with David Richardson and provides insight into his investment process, how to understand the way a business evolves over time, the value of investing in dividend-paying companies and the importance of following a consistent approach.

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

Personally Invested
Avoiding home-country bias
September 2019

Dave Richardson sits down in Toronto with Sarah Riopelle, portfolio manager for RBC Portfolio Solutions, to discuss “home-country bias,” the natural tendency of investors to invest the majority of their portfolios in domestic assets. Sarah explains the importance of global diversification in lowering a portfolio’s risk profile and opening it up to the wealth of investment opportunities that exist outside of Canada.

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

August 2019

Dave Richardson sits down in London with Mike Reed, Partner & Senior Portfolio Manager at BlueBay Asset Management, to discuss his background and why it’s important for Canadians to consider investing in global and specialty fixed income.

Host(s)
VP & Head, Enterprise Distribution Strategy

August 2019

Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook for the global economy and delve into the complicated workings of the ongoing trade relationship between the two biggest economies, the United States and China.

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

July 2019

Dave Richardson sits down in London with Dominic Wallington, Senior Portfolio Manager & Head of European Equities at RBC Global Asset Management, to discuss his background and approach to managing money, particularly the value he places on a skeptical mindset.

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

June 2019

Dave Richardson sits down in London with Brent David, Senior Portfolio Manager with BlueBay's emerging-markets debt team to discuss the value of diverse perspectives within an investment team and the strength and evolution of emerging-market debt as an asset class.

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

June 2019

Dave Richardson sits down in London with Jeremy Richardson to discuss what led Jeremy from accounting into the world of investments as Senior Portfolio Manager on the global equities team at RBC Global Asset Management, as well as factors that contribute to successful investing, including ESG.

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

September 2018

Sarah sits down with Dave Richardson to discuss her personal commitment to the funds she manages, the sophistication of portfolio solutions and the strength of the investment team that supports her. She also shares her thoughts on the importance of diversity in the financial industry.

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

April 2019

Dave Richardson catches up with RBC's emerging market (EM) equity portfolio manager Phil Langham in London to discuss what factors drove the weakness in EM equities in 2018 and his outlook for this asset class for the remainder of 2019 and into the next decade.

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

March 2019

David Riley, Chief Investment Strategist at BlueBay Asset Management, sits down with Dave Richardson in London, England, to discuss his long and varied career before joining BlueBay. He also explains how the dynamic, collaborative investment-management culture at BlueBay works to deliver performance and value to clients. David also provides some on-the-ground insight into the political drama surrounding Brexit negotiations and their long-term impact on the British economy.

Host(s)
VP & Head, Enterprise Distribution Strategy

January 2019

Eric Lascelles, Chief Economist at RBC Global Asset Management sits down with Dave Richardson to discuss what happened in the global economy in 2018 and to provide his outlook for interest rates, market volatility and global growth in 2019.

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

December 2018

Eric Lascelles, Chief Economist at RBC Global Asset Management sits down with Dave Richardson to discuss his background in economics and his current role as Chief Economist for RBC Global Asset Management.

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

November 2018

Central banks around the world are on the path to normalizing interest rates, corporate earnings across regions are continuing to grow, and the prospect of higher volatility in global equity markets is increasing. Pierre-Henri explains the role that convertible bonds can play in a diversified portfolio, particularly in the current investment environment. Convertible bonds, he points out, allow investors to maintain a positive equity view while at the same time enjoying the protection that bonds can offer.

Host(s)
Head of Institutional Portfolio Management
Guest(s)
Senior Portfolio Manager, BlueBay Asset Management LLP

October 2018

Dan Chornous, Chief Investment Officer at RBC Global Asset Management sits down with Dave Richardson to share his thoughts on the personality traits that he feels contribute to success in leading a large global team of investment professionals. Dan discusses the importance of a deep intellectual curiosity and a strong personal drive to continually improve. He also talks about the benefits of fostering a culture of expert coaching and peer review, as well as adherence to defined best practices. He touches also on the virtues of bringing together a culturally and educationally diverse team

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

Personally Invested
Emerging opportunities
May 2018

Does Canadians' 'home-country bias' when it comes to investing mean they are missing out on global opportunities, including emerging market equities? Phil Langham and Laurence Bensafi join Dave Richardson to explore opportunities within this evolving asset class as well as the importance of diversity, both for portfolios and team dynamics.

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

April 2018

Fostering a learning environment to grow together is a team priority, which means confronting weakness and challenging each other. But to truly develop and nurture a culture of learning, we need to create a space where it's safe to admit errors in judgement. Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team in London join host Simon Gregory discuss team processes, highlighting the importance of sharing lessons on losses with the team to ensure future wins.

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

April 2018

Every year, companies ask shareholders to vote on certain proposals. Whether it's for global issues, such as gender diversity and equal opportunity, or company-specific concerns, such as executive compensation - over 90% of votes are cast during proxy season in favour of the changes posed to company shareholders. So, with such agreement, why is proxy voting an issue? Habib Subjally, Ben Yeoh and Jeremy Richardson of the RBC GAM Global Equity team in London discuss the importance of portfolio managers engaging with companies and voting responsibly.

Host(s)
Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Ltd.
Guest(s)
Senior Portfolio Manager and Head, Global Equities, RBC Global Asset Management (UK) Limited Global Healthcare, RBC Global Equity

April 2018

Running global portfolios is a team activity - what the team does dictates whether we succeed or fail. We know that deep industry knowledge and effective decision-making are key in investment management. Tune in to hear Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team join host Simon Gregory in London to talk about building a balanced, collaborative team.

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

April 2018

Sports and business are equally competitive - they're industries where people want to win. Habib Subjally, Jeremy Richardson and Simon Gregory from the RBC GAM Global Equity team in London explore the crossover between approaches to leadership in sports and in investment management, as well as the lessons each can learn from the other.

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

April 2018

At RBC GAM, we know that standing out as a business is about more than performance. It's about employee talent and commitment, sound business models and client/partner prioritization that really help drive long-term value.Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team in London join host Simon Gregory to discuss teambuilding, delve into their team's philosophy and analyze how this philosophy works its way into the investment process.

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

Personally Invested
A Place for Gold
March 2018

Are there certain times during the economic cycle that investing in gold makes more sense than others? Gold and gold equities have largely flown under the investment radar over the last few years, but is it time to take another look at gold? Dave Richardson sits down with Chris Beer and Brahm Spilfogel to discuss what makes gold tick and their non-traditional team dynamic.

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

Personally Invested
Looking Beyond Financials
December 2017

Dave Richardson sits down with Habib Subjally, our Senior Portfolio Manager and Head of Global Equities in London, to talk about the effects of technological advancements in our industry, the importance of social capital and how trust plays a large role in the structure of his team.

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