Podcasts from RBC Global Asset Management

Despite signs of weakness elsewhere in the economy, job numbers have been quite resilient over the last few months. How long can the labour market hold out?(Recorded: December 2, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/labour-market-resilience-amid-looming-recession/detail .

What does a potentially slower pace of rate hikes mean for markets? This episode, Stu Kedwell, Co-Head of North American Equities, unpacks the latest news from the U.S. Federal Reserve and the forecast for earnings amid economic uncertainty. (Recorded: November 30, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-...

This episode, Sarah Riopelle, Vice President amp; Senior Portfolio Manager, Investment Solutions, discusses the current investment environment, and what investors could expect in 2023 amid elevated recession risk. (Recorded: November 25, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/aligning-portfolio-management-in-a-softe...

This episode, Stu Kedwell, Co-Head of North American Equities, dives into the math behind the saying “buy fear, sell cheer,” and analyzes the changing dynamics between equity and fixed income returns in today’s investing landscape. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/calculating-the-hidden-opportunities-in-fixed-income...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the age-old concept of “buying low and selling high”, and its potential long-term value for investors as they navigate today’s market risks. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/putting-money-to-work-during-down-markets/detail .

This episode, Karim Hamasni, Director, Crypto Asset Innovation, discusses the rise and sudden fall of Futures Exchange (FTX), once one of the largest crypto-trading companies in the world, and the potential implications facing the already-challenged cryptocurrency industry. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-does...

This episode, Stu Kedwell, Co-head of North American Equities, looks at the mixed messages following the U.S. Federal Reserve’s latest interest rate decision, and what it means for the future of rate hikes. Stu also examines two contrasting market stories, with a recent bounce back in equities and ongoing challenges for bonds. (Recorded: November 8, 2022) To view the transcript and disclosure for...

Labour markets in Canada and the U.S. continued on a hot streak in October, according to the latest job reports. Generally, that’s good news for the economy. But for central banks’ fight to end inflation, it may be another sign there’s still more work to do. This episode, Chief Economist Eric Lascelles discusses these conflicting economic indicators, and the path of interest rate hikes from here....

This episode, Karim Hamasni, Director, Crypto Asset Innovation, joins Dave for an in-depth look into the world of cryptocurrencies, from blockchain to Bitcoin. Karim discusses the different types of cryptocurrencies, how they work, and how they are transforming today’s traditional money systems.(Recorded: October 21, 2022) To view the transcript and disclosure for this podcast, please visit https:...

In this episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the importance of maintaining a long-term perspective when it comes to investing. He also provides an update on the Canadian housing market, touching on supply and demand dynamics as well as the impact of rising interest rates on affordability. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment...

Chief Economist Eric Lascelles makes sense of the latest jobs reports from the U.S. and Canada, and what they signal for the broader economic picture. Eric also discusses the UK’s mounting economic challenges, and other key geopolitical risks, including the National Congress of the Communist Party of China later this month. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insig...

This episode, David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave from London to discuss the recent financial and economic challenges in the UK, including extraordinary weakness in the pound following news of the British government’s proposed tax cuts. David also talks about the problems facing UK pension funds, the outlook on high inflation, and what this uncertainty co...

This episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the market reaction after the Federal Reserve raised interest rates by another 75 basis points last Wednesday. Stu also looks at the latest Consumer Price Index reading, and shares some insight into what management teams are thinking about as they map the current environment. RBC, GAM, RBC GAM, RBCGAM, podcast, in...

Stock markets fell last Tuesday, following the latest U.S. inflation reports. Despite signs that the main drivers of inflation have finally turned, secondary forces are now at play. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Chief Economist Eric Lascelles takes a look at what’s on his economic radar this week. Eric starts with the latest jobs reports out of the U.S., and then discusses inflation is finally peaking, aggressive moves from the Fed and other central banks, and the impact of China’s zero-tolerance COVID-19 policy on the global economy. (Recorded September 6, 2022) To view the transcript and d...

Last week, markets tumbled following the U.S. Federal Reserve’s warning that ‘some pain’ can be expected in its fight against inflation. How long will it be until we see the effects of tighter monetary policy on the economy and on earnings? How did Canadian bank earnings perform last quarter amid these tightening conditions? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses why we’ve yet to see a significant drop in companies’ earnings, despite a slowing economy, aggressive central bank hikes and other sources of volatility in markets. Stu also weighs on why the central inflation question is no longer whether it’s peaked, but rather what the path of descent will look like from here. (Recorded Au...

Investors had anticipated weak second-quarter earnings amid slowing economic growth and ongoing monetary tightening. But results were better than expected, and stocks have rebounded. This episode, Stu Kedwell, Co-Head of North American Equities, explains why markets are rallying, and how portfolio managers adjust to these changing attitudes. (Recorded August 11, 2022) To view the transcript and di...

This episode, Stu Kedwell, Co-Head of North American Equities, provides some takeaways for investors as second-quarter earnings season rolls on. Stu also discusses the market reaction to the Fed’s latest aggressive interest rate hike as economic momentum slows down, and what the passing of the CHIPS Act could mean for the U.S. economy. (Recorded August 2, 2022) To view the transcript and disclosur...

Markets in Canada have experienced a significant change in performance over the last year. How does this change the outlook for the future? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the causes of volatility in Canadian equities. Scott also explores the downturn in commoditi...

Has high inflation finally reached a peak? What does the Bank of Canada’s largest interest rate increase in over 20 years mean for Canadians? Are we headed into a recession? This episode, Chief Economist Eric Lascelles weighs in on these and other top economic stories making headlines today. (Recorded July 14, 2022) To view the transcript and disclosure for this podcast, please visit https://www.r...

Central banks are aggressively raising rates to rein in inflation, bringing the risk of recession higher. What might be the impact on financial markets? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, shares how she is positioning portfolios during this period of persistent volatility. (Recorded July 6, 2022) To view the transcript and disclosure for this podcast, p...

The price of copper, oil and other commodities have come down over the past two weeks. This episode, Stu Kedwell, Co-Head of North American Equities, comments on how this pullback might help to bring down headline inflation. Shifts have also been observed in currency and bond markets, where he expects volatility to persist as inflationary expectations settle down. (Recorded July 5, 2022) To view t...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he balances risk and reward within the different funds he manages during down markets. Stu also shares some key things he is thinking about to capture opportunities in the next phase of the market cycle. (Recorded June 22, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en...

Inflation expectations are one of the most important drivers of long-term interest rates and financial markets. This episode, Stu Kedwell, Co-Head of North American Equities, discusses how these expectations are evolving as more aggressive central bank action takes place to quell inflation. Stu also examines how financial markets react to changes in monetary policy expectations. (Recorded June 15,...