Podcasts from RBC Global Asset Management

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. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-focus-o...

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. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/po...

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....

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 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. To view the transcript and...

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 outlook. He also breaks down the factors to watch for that could point to a quicker economic recovery. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insi...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insi...

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 disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personall...

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 ove...

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) To view the transcript and disclosure for this podcast, please visit h...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM, R...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam....

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 rates and their good – and potentially dangerous – impact on the global economy. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GA...

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 investors like pension funds do. He also explains how real estate can fit within a traditional portfolio. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/in...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam...

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. To view the transcript and disclosure for this po...

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...

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 investing in global and specialty fixed income. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM, RBCGAM, podcast, inve...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM, R...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insigh...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC G...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM,...

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 surro...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM, podcast, invested, in...

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. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts . RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, pers...