Podcasts by Podcasts from RBC Global Asset Management

#GlobalEquityInvestor - Paying attention to proxies from 2022-03-04T06:48:26.855306

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 executi...

#GlobalEquityInvestor - Team dynamics, part I: Everyone has a role to play from 2022-03-04T06:48:26.854034

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 ma...

#GlobalEquityInvestor - The parallels between sport and business from 2022-03-04T06:48:26.852975

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 explo...

#GlobalEquityInvestor - Team dynamics, part II: Sharing your creed from 2022-03-04T06:48:26.851550

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...

#GlobalEquityInvestor - Team dynamics, part III: Embracing improvement from 2022-03-04T06:48:26.802729

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...

Personally Invested - A conversation with Sarah Riopelle from 2022-03-04T06:48:26.801739

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 ...

Personally Invested - A conversation with Dan Chornous from 2022-03-04T06:48:26.800801

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 leadin...

Personally Invested: A Conversation with Eric Lascelles from 2022-03-04T06:48:26.799854

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 ...

Personally Invested: Economic Outlook with Eric Lascelles from 2022-03-04T06:48:26.798685

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...

Personally Invested: A conversation with David Riley from 2022-03-04T06:48:26.797723

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 exp...

Personally Invested - Is now the time to invest in emerging markets? from 2022-03-04T06:48:26.796777

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 t...

Personally Invested: EM debt - an important and evolving asset class from 2022-03-04T06:48:26.795858

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 an...

Personally Invested: Managing a global equities portfolio: the Lion Tamer from 2022-03-04T06:48:26.794668

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...

Personally Invested: The skeptical mindset - a powerful investment tool from 2022-03-04T06:48:26.793601

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 managi...

A Primer on Protectionism - An update from Eric Lascelles from 2022-03-04T06:48:26.792681

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...

Personally Invested: A whole lotta world out there – the need for Canadian fixed-income investors to look outside Canada from 2022-03-04T06:48:26.791758

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

Personally Invested: Avoiding home-country bias from 2022-03-04T06:48:26.790501

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 ...

Personally Invested: Amidst volatile markets, consistency is key from 2022-03-04T06:48:26.784535

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...

Personally Invested: Bringing ESG to the forefront from 2022-03-04T06:48:26.783489

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 integrat...

Personally Invested: Pension-Style Real Estate Investing from 2022-03-04T06:48:26.781397

Michael Kitt, Head of Real Estate Equity Investments joins David Richardson to discuss the opportunities for average investors to invest in real estate in the same way that large institutional i...

Personally Invested: Downside risks shrink, heading in the right direction: An update from Eric Lascelles from 2022-03-04T06:48:26.780472

Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss pullback in some of the economic risks he’s been concerned about, delving into interest r...

Personally Invested: A conversation with Damon Williams from 2022-03-04T06:48:26.779554

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 bui...

Personally Invested: Scenario analysis – A dynamic approach to investing in North American equities from 2022-03-04T06:48:26.778350

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...

Personally Invested: Markets look beyond coronavirus: An update from Eric Lascelles from 2022-03-04T06:48:26.777416

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 pande...

Personally Invested: The importance of diversification in fixed income - A conversation with Dagmara Fijalkowski from 2022-03-04T06:48:26.776405

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 managin...

The Download: The impact of COVID-19: Insights from Eric Lascelles from 2022-03-04T06:48:26.775477

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.

To view the transcript and d...

The Download: A look at conservative portfolios: insights from Sarah Riopelle from 2022-03-04T06:48:26.774316

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...

The Download: Behind the rally: insights from Stu Kedwell from 2022-03-04T06:48:26.773387

Does the recent market upturn mean brighter days ahead? Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his...

The Download: Finding the long-term opportunities during short-term shocks from 2022-03-04T06:48:26.772485

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 shar...

The Download: Q1 2020 earnings reports: What to watch for from 2022-03-04T06:48:26.771197

As a turbulent first quarter comes to a close, many companies have started to send out their earnings reports. Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North Ame...

The Download: Economic impact amid record job losses from 2022-03-04T06:48:26.770054

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 Asse...

The Download: A focus on fixed income investments from 2022-03-04T06:48:26.769146

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 ...

The Download: A historic hit to oil prices from 2022-03-04T06:48:26.768258

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 and S...

The Download: An outlook on post-pandemic recovery from 2022-03-04T06:48:26.767340

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 possibl...

The Download: Restored hope in high-yield bonds? from 2022-03-04T06:48:26.766183

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 ...

The Download: Looking beyond the bad news from 2022-03-04T06:48:26.765206

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 r...

The Download: Wise words from Warren Buffett from 2022-03-04T06:48:26.764272

In today’s episode, Dave and Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, reflect on takeaways shared by Warren Buffet during Berkshire Hathaway’s annual stakehold...

The Download: Q2 earnings: what we’re seeing from Canadian banks from 2022-03-04T06:48:26.752760

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 majo...

The Download: Reflecting on global equities&recovery from 2022-03-04T06:48:26.751864

Habib Subjally, Senior Portfolio Manager and Head of Global Equities, RBC Global Asset Management (UK) Limited, joins Dave for a deep dive into how he and his team have managed portfolios throug...

The Download: Shopping for successful outcomes from 2022-03-04T06:48:26.750677

From showing up early, to preparing and sticking to a list of necessities – managing portfolios is a lot like going shopping. Inspired by a recent trip to the hardware store, Stu Kedwell, Co-Hea...

The Download: The spotlight on ESG during COVID-19 from 2022-03-04T06:48:26.749757

This pandemic has highlighted an urgent need for companies to respond to concerns over employee health and safety, supply chain risks, and business continuity planning, among others. Melanie Ada...

The Download: ESG&COVID-19: building towards long-term value from 2022-03-04T06:48:26.748793

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...

The Download: Views on volatility from 2022-03-04T06:48:26.747884

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 ...

The Download: An eye on emerging market equities from 2022-03-04T06:48:26.746760

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 abro...

The Download: Open for (online) business from 2022-03-04T06:48:26.745834

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 Americ...

The Download: Insights into strategic asset allocation from 2022-03-04T06:48:26.744939

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, ...

The Download: Taking back your purchasing power from 2022-03-04T06:48:26.744020

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 Download: Examining strategic asset allocation in uncertain times from 2022-03-04T06:48:26.742839

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 tim...

The Download: Did markets predict the pandemic’s path? from 2022-03-04T06:48:26.741960

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 pla...

The Download: Mapping the real estate landscape from 2022-03-04T06:48:26.741037

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 o...

The Download: Positioning portfolios for recovery from 2022-03-04T06:48:26.740115

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 t...

The Download: Insights into investment counselling from 2022-03-04T06:48:26.738895

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...

The Download: The market vs. the economy: deciphering the disconnect from 2022-03-04T06:48:26.737767

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, ...

The Download: What to watch for this earnings season from 2022-03-04T06:48:26.702484

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 ...

The Download: Moving forward: how to get off the sidelines from 2022-03-04T06:48:26.701379

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 disc...

The Download: Navigating a narrow market from 2022-03-04T06:48:26.700479

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 portf...

The Download: Q2 earnings season: adapting to change from 2022-03-04T06:48:26.699543

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-Hea...

The Download: Q3 earnings season: what’s to come for Canadian banks? from 2022-03-04T06:48:26.698418

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 Eq...

The Download: Finding fundamental momentum from 2022-03-04T06:48:26.697452

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 a...

The Download: A strategic approach to world-wise investing from 2022-03-04T06:48:26.696568

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...

The Download: Canadian banks: on the way back? from 2022-03-04T06:48:26.695620

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 ...

The Download: Talking tactical asset allocation from 2022-03-04T06:48:26.694397

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 re...

The Download: Active management in emerging markets from 2022-03-04T06:48:26.693362

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 d...

The Download: Change of seasons: what to plan for this fall from 2022-03-04T06:48:26.692426

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 Kedwel...

The Download: The Brexit battle continues from 2022-03-04T06:48:26.691519

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 int...

The Download: Is this Tech Bubble 2.0? from 2022-03-04T06:48:26.690296

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 ...

The Download: Notes on The Fed’s new mandate from 2022-03-04T06:48:26.688690

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 in...

The Download: A conversation on convertible bonds from 2022-03-04T06:48:26.687740

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 pla...

The Download: Pause and refresh: what’s next in the market from 2022-03-04T06:48:26.686573

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 provi...

The Download: Strategies for uncertain times from 2022-03-04T06:48:26.685628

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, discu...

The Download: What’s new in market news? from 2022-03-04T06:48:26.684709

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 Da...

The Download: The focus on fiscal stimulus from 2022-03-04T06:48:26.682542

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...

The Download: Finding balance between balance sheets from 2022-03-04T06:48:26.681590

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,...

The Download: The view on value stocks from 2022-03-04T06:48:26.680658

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 developmen...

The Download: Making the case for dollar-cost averaging from 2022-03-04T06:48:26.679666

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 Equitie...

The Download: An update on European equities from 2022-03-04T06:48:26.669788

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, an...

The Download: The adaptability advantage from 2022-03-04T06:48:26.668896

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 essen...

The Download: Emerging markets: exceeding expectations? from 2022-03-04T06:48:26.667975

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 efficaciou...

The Download: U.S. election: insights from across the pond from 2022-03-04T06:48:26.666784

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 internatio...

The Download: What is market news? from 2022-03-04T06:48:26.665851

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 ...

The Download: Perspective for the year ahead from 2022-03-04T06:48:26.664952

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, Investmen...

The Download: Why dividends deliver from 2022-03-04T06:48:26.664018

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 divi...

The Download: Behind the bank stock rally from 2022-03-04T06:48:26.662848

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 A...

The Download: How high profile stocks are considered from 2022-03-04T06:48:26.661940

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. ...

The Download: A look at today’s tech stocks from 2022-03-04T06:48:26.661033

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 & Se...

The Download: Reflections on an eventful year from 2022-03-04T06:48:26.660105

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 maintai...

Sustainability podcasts: Paris Agreement progress: on the right trajectory? from 2022-03-04T06:48:26.658859

In this, the first of our Sustainability podcasts, Freddie Fuller and James Jamieson of the RBC European Equity team explore how the disruption of 2020 has affected different region›s net-zero e...

The Download: How to invest for success in 2021 from 2022-03-04T06:48:26.657931

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 America...

The Download: 2021: good news for the global economy? from 2022-03-04T06:48:26.657029

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’...

The Download: What’s ahead for Canadian banks? from 2022-03-04T06:48:26.656137

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 i...

The Download: Positioning portfolios for a new era of diversification from 2022-03-04T06:48:26.654893

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 ...

The Download: Inside the commodity comeback from 2022-03-04T06:48:26.653908

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 Download: A look at Canada’s cyclical sectors from 2022-03-04T06:48:26.652933

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, Vi...

The Download: How to maintain focus during market mania from 2022-03-04T06:48:26.651855

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 cha...

The Download: Perspectives on the Reddit rally from 2022-03-04T06:48:26.603028

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 Cana...

The Download: The Bucketing opportunity in the stock market from 2022-03-04T06:48:26.600070

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 E...

The Download: Insights from RBC GAM’s Investment Strategy Committee from 2022-03-04T06:48:26.598917

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 ...

The Download: Evolving portfolios in a changing environment from 2022-03-04T06:48:26.597973

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, S...

The Download: Checking in on Canadian banks from 2022-03-04T06:48:26.597043

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, a...

The Download: Understanding U.S. Treasury yields from 2022-03-04T06:48:26.596067

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 ...

The Download: The economy springs back? from 2022-03-04T06:48:26.594515

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 outlo...

The Download: Maintaining momentum from 2022-03-04T06:48:26.593591

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. (Recorded March ...

The United Kingdom: A future green leader? from 2022-03-04T06:48:26.592616

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...

Personally Invested: What’s next for technology and health care from 2022-03-04T06:48:26.591624

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 As...

The Download: Lessons in lockdown, one year later from 2022-03-04T06:48:26.590425

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 fro...

The Download: Fed meeting review: themes to watch for from 2022-03-04T06:48:26.589465

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...

The Download: A look at rising rates and dividend stocks from 2022-03-04T06:48:26.588531

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 divi...

Social licence to operate or time to licence social operators? from 2022-03-04T06:48:26.587545

Members of the RBC Global Equity team discuss the benefits and disadvantages of investing in social media platforms. (Recorded February 4, 2021)

To view the transcript and disclosure for t...

The Download: Making sense of markets and margin calls from 2022-03-04T06:48:26.586360

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 inv...

The Download: Balancing rising yields and inflation expectations in your portfolio from 2022-03-04T06:48:26.585357

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...

The Download: First quarter review from 2022-03-04T06:48:26.584402

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 ...

The Download: Insight into the business cycle from 2022-03-04T06:48:26.582946

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. (Recorded...

The Download: Canadian equities: a strong first quarter from 2022-03-04T06:48:26.575405

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. ...

The Download: What’s fueling U.S. bank earnings? from 2022-03-04T06:48:26.573653

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 disc...

The Download: Managing portfolios through headlines from 2022-03-04T06:48:26.572584

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 bud...

The Download: Convertible bonds in a post-Covid world from 2022-03-04T06:48:26.570524

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 discus...

The Download: What’s driving the market rotation? from 2022-03-04T06:48:26.569492

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...

The Download: Tactical rebalancing in today’s investing landscape from 2022-03-04T06:48:26.568450

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...

The Download: Bringing the big picture into focus from 2022-03-04T06:48:26.567390

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 so...

The Download: The outlook on employment from 2022-03-04T06:48:26.565972

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 f...

The Download: A conversation on currencies from 2022-03-04T06:48:26.543603

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 Manage...

The Download: Canadian banks: a soaring start to summer from 2022-03-04T06:48:26.542325

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 explain...

The Download: Exploring May’s employment data from 2022-03-04T06:48:26.541298

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 expec...

The Download: A behind the scenes look at corporate boards from 2022-03-04T06:48:26.540326

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 Americ...

The Download: An eye on energy from 2022-03-04T06:48:26.538777

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, shares his perspective on economic re...

The Download: Reflections on June’s jobs report from 2022-03-04T06:48:26.495614

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 abo...

The Download: The digitalization of the industrial world from 2022-03-04T06:48:26.486263

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 Equ...

The Download: An overview of earnings season from 2022-03-04T06:48:26.485287

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 Download: July jobs reports: The recovery continues from 2022-03-04T06:48:26.484306

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 prov...

A look back at late summer in markets from 2022-03-04T06:48:26.481917

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 ...

What’s on our economic radar this fall? from 2022-03-04T06:48:26.480985

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 fo...

Investing in an inflationary environment from 2022-03-04T06:48:26.473325

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...

Climate wars: implications for countries and corporates from 2022-03-04T06:48:26.472337

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 co...

Market news: The Fed tightens taper timeline, OFSI removes restrictions from 2022-03-04T06:48:26.448806

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 in...

A look at the labour market from 2022-03-04T06:48:26.447831

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 p...

The evolution of ESG and the role of active stewardship from 2022-03-04T06:48:26.442814

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 env...

Economic update: November job numbers, Omicron concerns, ebbing growth from 2022-03-04T06:48:26.440703

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 pr...

Portfolio perspectives amid changing markets from 2022-03-04T06:48:26.439279

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 Presid...

What to expect from markets in 2022 from 2022-03-04T06:48:26.402705

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 202...

Forecasting the Federal Reserve from 2022-03-04T06:48:26.401730

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...

Canadian equities: 2022 at a glance from 2022-03-04T06:48:26.400721

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, l...

Long-term investing in fluctuating markets from 2022-03-04T06:48:26.386750

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 unce...

Let’s talk about technical analysis from 2022-03-04T06:48:26.385780

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 ...

Economic news: January job reports, central bank tightening, inflation expectations from 2022-03-04T06:48:26.384809

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....

What’s driving the growth to value rotation? from 2022-03-04T06:48:26.383801

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 ...

Managing portfolios amidst geopolitical uncertainty from 2022-02-16T12:00

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 di...

A focus on inflation and fixed income investments from 2022-02-15T12:00

This episode, Dagmara Fijalkowski, Senior Vice President & Senior Portfolio Manager, Head of Global Fixed Income & Currencies, discusses her approach to managing fixed income portfolios ...

Investing through inflation: past and present from 2022-02-10T12:00

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) L...

When markets are down, think long term from 2022-01-30T12:00

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...

The technology sector in turbulent times from 2022-01-25T12:00

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 th...

Market news: U.S. bank earnings, inflationary pressure, and tech sector troubles from 2022-01-21T12:00

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-tha...

Emerging markets: key themes for 2022 from 2022-01-20T12:00

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 20...

Where are the dividend opportunities in the cyclical sector? from 2022-01-18T12:00

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. S...

The Fed and the yield curve: what are investors watching for? from 2021-12-14T12:00

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 recess...

Keeping perspective through variant volatility from 2021-11-30T12:00

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 c...

Climate change: How asset managers can take action from 2021-11-24T12:00

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 an...

Market news: Powell’s re-appointment, White House to release oil reserves, longer inflation? from 2021-11-23T12:00

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 ...

Exploring key trends in ESG from 2021-11-23T12:00

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...

Slow recovery and high inflation: A week in review from 2021-10-29T12:00

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 discus...

An update on Canadian equities from 2021-10-28T12:00

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 Ca...

Inside the consumer discretionary sector from 2021-10-26T12:00

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 ...

Preparing portfolios for the road ahead from 2021-10-20T12:00

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 ...

The tale of two financial sectors from 2021-10-13T12:00

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....

Economic update: U.S. job recovery slows, Canadian employment bounces back from 2021-10-12T12:00

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 int...

Tapping into digital payment systems from 2021-09-30T12:00

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...

What does China’s regulatory crackdown mean for markets? from 2021-09-29T12:00

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 Equi...

Assessing short-term shifts in today’s market from 2021-09-28T12:00

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 ...

Embracing ESG opportunities in the energy sector from 2021-09-17T12:00

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 Phi...

Positioning your portfolio for policy normalization from 2021-09-15T12:00

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 i...

More growth in store for the technology sector? from 2021-09-10T12:00

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 am...

ESG in a time of crisis from 2021-08-12T12:00

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 benefit...

The Download: Canadian markets at the half: What history tells us from 2021-07-22T12:00

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on an exceptionally strong f...

The Download: Maintaining perspective during market cycles from 2021-07-20T12:00

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 ...

The Download: What to expect this earnings season from 2021-07-14T12:00

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...

The Download: A balanced approach for better outcomes from 2021-06-24T12:00

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, Invest...

The Download: What’s ahead for Europe’s economy? from 2021-06-24T12:00

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 broug...

The Download: Focusing on The Fed, interest rates and financial markets from 2021-06-23T12:00

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 Ked...

The Download: Evolving trends in emerging markets from 2021-06-16T12:00

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...

The Download: FOMC recap and highlights from 2021-06-16T12:00

This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on the latest announcements from the Federal Reserve. Stu also talks about the recent move in interest rates, a...

The Download: Weighing in on inflation from 2021-06-10T12:00

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. Thi...

The Download: Investing through inflation from 2021-05-27T12:00

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 ab...

The Download: Taking stock of inflation from 2021-05-25T12:00

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 als...

Dirty technology? From Bitcoin to 5G: the energy consumption of tech from 2021-05-19T12:00

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,...

The Download: Current trends in Canadian markets from 2021-05-14T12:00

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 ke...

The Download: An investor’s eye for fashion from 2021-05-13T12:00

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 Portfo...

The Download: Positioning portfolios for shifting markets and inflation from 2021-05-13T12:00

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 infl...

The Download: A mid-year market review from 2021-05-11T12:00

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...

The Download: Q2 earnings: perspectives on an uneven recovery from 2020-05-26T12:00

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 ...

The Download: Unpacking the U.S. stock market surge from 2020-05-19T12:00

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 Equi...

The Download: A conversation on Canadian currency from 2020-05-14T12:00

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 fo...

The Download: The forecast after first quarter earnings from 2020-05-12T12:00

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 Ameri...

Personally Invested - Emerging opportunities - June 2018 from 2018-05-15T12:00

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 ...

Personally Invested - A Place for Gold - March 2018 from 2018-03-14T12:00

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 year...

Personally Invested - Looking Beyond Financials - November 2017 from 2017-11-22T13:00

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 im...

Personally Invested - Looking Beyond Financials - November 2017 from 2017-11-22T13:00

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 im...

Personally Invested - Looking Beyond Financials - November 2017 from 2017-11-22T13:00

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 im...