Podcasts from RBC Global Asset Management

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. 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...

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

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, highlighti...

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 analyz...

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

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 talk about building a balanced, collaborative team. To view the transcrip...

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 J...

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. To view the transcript and disclosure for this podcast, pl...

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. To view the transcript a...

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

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

This episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss tell-tale signs that markets have reached their bottom, and where we currently stand. Stu also discusses the implications of the U.S. dollar strengthening against other currencies, and shares some insight into the role dollar cost averaging plays at this time. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investin...

U.S. inflation data for September is here and points to still-too-high consumer prices. Yet, broader inflation expectations appear to be easing. What does this mean for investors? Chief Economist Eric Lascelles weighs in this episode. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Equity markets are enjoying a bounce-back recently, following a rough couple of weeks. The big question for investors is: will the rally continue? This episode, Stu Kedwell, Co-Head of North American Equities, discusses what’s behind the market shift and where they could go next, as earnings season gets underway. (Recorded October 18, 2022) To view the transcript and disclosure for this podcast, p...

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on the mixed performance of the Canadian market this year, and what’s ahead in light of a slowing economy and growing recession risk. (Recorded: October 21, 2022) To view the transcript and disclosure for this podcast, please visit ht...

This episode, Stu Kedwell, Co-Head of North American Equities, talks about the latest moves in equity markets, the downward trend in bonds, and why time in the market is key to a long-term investment plan for when markets eventually bounce back. (Recorded: October 25, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/interpret...