Podcasts from RBC Global Asset Management

This episode, Stu Kedwell, Co-Head of North American Equities, provides his views on earnings season so far, the challenges companies may face in the second half of the year, and what it all means for investors. (Recorded: April 26, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-season-so-far-and-the-outlook-ahead/...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses U.S. bank earnings last quarter, and how banks and corporate real estate lending could be affected by hybrid return-to-work models. (Recorded: April 18, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bank-earnings-and-the-future-of-corporate-real-estat...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the latest inflation report out of the U.S., what it means for the future of interest rates, and how the yield curve is affected. Stu also reviews Canadian dividend stocks, and why they can be an attractive investment option for today’s market environment. (Recorded: April 12, 2023) To view the transcript and disclosure for t...

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, offers her perspective on the state of today’s markets, interest rate policies, and recession. She also provides her thoughts on how she is adjusting her asset mix to reflect these evolving scenarios. (Recorded: March 31, 2023) To view the transcript and disclosure for this podcast, please visit http...

This episode, Stu Kedwell, Co-Head of North American Equities, talks about some of the tools that central banks can use to help stabilize the market during downturns. Stu also explains why current market conditions are a perfect example of why it’s important for investors to prepare their portfolios for a variety of scenarios. (Recorded: March 31, 2023) To view the transcript and disclosure for th...

This episode, Chief Economist Eric Lascelles recaps the recent fallout in the international banking sector, and if intervention by central banks could have long-term impacts. Eric also provides an update on stubborn inflation and compares the current recessionary climate to that of 2007-2009. (Recorded: March 31, 2023) To view the transcript and disclosure for this podcast, please visit https://ww...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how markets and central banks around the world are responding to the Credit Suisse takeover, and what it could mean for the financial sector as a whole. Stu also shares strategies for investors to manage through unexpected market events. (Recorded: March 20, 2023) To view the transcript and disclosure for this podcast, please...

What caused the implosion of Silicon Valley Bank? What's at stake for markets, businesses, and investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the current situation. (Recorded: March 13, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/silicon-valley-bank-collapse-what-happened-and-why-i...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses his views on the current market landscape and how investors can navigate this period. He notes that short-term changes in markets, while notable in the present, may not ultimately impact the long-term intentions to resolve them. Stu also talks about the waiting game of monetary policy changes, and what to expect when we begin...

This episode, Stu Kedwell, Co-Head of North American Equities, dives into the earnings results from Canadian banks, what they reflect for the broader economy, and whether they will signal further action on interest rates from central banks. (Recorded: March 1, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-ear...

This episode, Chief Economist Eric Lascelles discusses the latest economic data from the U.S., focusing on how strong labour market and consumer spending data may impact interest rate decisions by the Federal Reserve. Eric also explores whether this resilience will spill over into the Canadian economy and what that could mean for the future of rate hikes here. (Recorded: February 24, 2023) To view...

Market sentiment has been largely focused on two questions: how fast will inflation decline from here, and how will earnings hold up in a slowing economy? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the factors at play in the current market, and how investors can tilt the odds in their favour by investing regularly and dollar-cost averaging. (Recorded: February 23, 202...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how to make sense of current market conditions, and why a dollar-cost averaging strategy can help minimize the impact of short-term volatility and help investors maintain long-term focus. (Recorded: February 16, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/po...

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how statistics can be used to help make educated guesses on future trends in the Canadian stock market. Scott also weighs in on the factors that are shaping commodity markets in Canada, and whether a weaker U.S. dollar will impact th...

January’s U.S. jobs report soared above expectations, with the lowest unemployment rate in over 50 years. Yet, stocks fell last Friday in response to the news. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market reaction to these positive employment numbers, and if this will change the direction of interest rates. Stu also talks about earnings reports so far this qu...

This episode, Chief Economist Eric Lascelles discusses why the U.S. job market is still so strong, despite recession warning signs elsewhere in the economy. Eric also weighs in on other topics, including the Federal Reserve’s latest interest rate hike, and the outlook for the Canadian economy. (Recorded: February 3, 2023) To view the transcript and disclosure for this podcast, please visit https:/...

Cryptocurrencies have enjoyed a great start to the year. What’s causing this rally? Can it last? This episode, Karim Hamasni, Director, Crypto Asset Innovation, breaks down what’s going on in the crypto market today, and some of the key drivers that are propelling this movement. Karim also discusses key longer-term themes and potential risks for the asset class, including reforms to current regula...

After a rough year, technology stocks are having a solid start to 2023. Are brighter days ahead for the sector? Or is the tech bubble on the verge of bursting? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the tech market shake-up, and what it could mean for investors. Stu also shares insight into technical analysis and how he analyzes market trends to make decisions. (R...

This episode, Stu Kedwell, Co-Head of North American Equities, provides a brief overview of scenario analysis to explain how he anticipates companies to perform under various market and economic conditions. (Recorded: January 17, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pricing-in-different-market-scenarios/detail .

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios – particularly around fixed income – coming out of the turbulence of 2022. Sarah also reflects on the tactical asset changes she’s made to her portfolios in response, and revisits her ten basic truths of investing for 2023. (Recorded: January 16, 2023) To view...

This episode, Chief Economist Eric Lascelles weighs in on the mixed macroeconomic outlook for the year ahead. Eric discusses the latest employment data, recession timing, whether interest rates will peak, and what it will take to revive the Canadian housing market. (Recorded: January 13, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insight...

This episode, Stu Kedwell, Co-Head of North American Equities, reflects on the last few weeks of market headlines in 2022. Stu also shares what he is thinking about for portfolios in 2023, including the possible opportunities for Canadian investors amid a slower U.S. dollar. (Recorded: January 10, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/...

Core inflation in the U.S. continues to turn lower. How are markets responding? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how investors can navigate this changing economic landscape and the importance of consistent and disciplined investment process. Stu also highlights how dividend stocks have held up in the inflationary environment and what’s ahead as the landscape...

The stability of energy stocks, and the recent decline in oil prices has made for an interesting trend in the sector. (Recorded: December 9, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-behind-the-oil-slowdown/detail .

This episode, Stu Kedwell, Head of North American Equities, takes a look at year-end earnings from Canadian banks, and what these results could signal for the broader economy. (Recorded: December 6, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks-dec6/detail .