Podcasts from RBC Global Asset Management

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 the current sell-off? This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, discusses why a disciplined approach is key to managing portfolios amidst the un...

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-than-expected results for the fourth quarter. Stu also discusses some highlights from the RBC Capital Markets Canadian Bank CEO Conference, long-term expectations for inflation, and whether recovery is on the...

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 2022? This episode, Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, discusses what’s ahead for emerging markets this year, includi...

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. Stu also talks about how ESG is considered when investing into these types of companies in order to evaluate their sustainability over the long term. (Recorded January 12, 2022) To view the transcript and di...

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 the Fed, as expectations mount for a faster stimulus wind down and future rate hikes. Eric also provides a look at taper tantrums throughout history, and dives into the latest jobs numbers in Canada and th...

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, looks back at Canadian markets in 2021, and shares his insight into what investors can expect in the year ahead. (Recorded January 7, 2022) To view the transcript and disclosure for this podcast, please visi...

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 2022. This episode, Stu Kedwell, Co-Head of North American Equities, discusses what may be in store for investors this year. Stu also provides some thoughts on recession risk and a forecast for dividend stocks...

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 recession risk. Stu also provides some thoughts on how to manage these pockets of volatility and maintain perspective going into 2022. (Recorded December 14, 2021) To view the transcript and disclosure for this p...

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 President & Senior Portfolio Manager, Investment Solutions, shares her outlook and how she has positioned the portfolios in light of changing markets. (Recorded December 7, 2021) To view the transcript and di...

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 provides some early thoughts on the Omicron variant, and expectations ahead as many central banks weigh their tapering timelines. (Recorded December 3, 2021) To view the transcript and disclosure for this pod...

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 environmental, social and governance (ESG) factors in investing throughout history, particularly from a European market perspective. Jeremy also discusses the role of active stewardship on behalf of asset mana...

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 challenges, focusing on the long term. This episode, Stu Kedwell, Co-Head of North American Equities, shares why adopting a long-term mindset is key for investors amid the market noise. Stu also provides som...

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 and Responsible Investment, explore the impact of climate change, and what investment managers can do to mitigate climate-related risks. Maia also discusses the correlation between biodiversity and climate ch...

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 and inclusion and environmental issues. Melanie also talks about the importance of engaging with companies to evaluate ESG risks and opportunities in how they operate. (Recorded November 23, 2021) To view...

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 not inflation will stick around for longer than originally expected. Finally, Stu comments on President Biden’s recent announcement to release oil from the Strategic Petroleum Reserve in an effort to help l...

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 potential economic implications as the Fed moves in a more hawkish direction. (Recorded November 5, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/ins...

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 interest rates before the end of 2022 could mean for investors. Stu then discusses the Office of the Superintendent of Financial Institutions’ (OSFI) recent decision to lift capital restrictions on Canadian b...

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 discusses what these moves mean from an economic standpoint. Eric also tackles other topics, including rising inflation, and disappointing GDP results. (Recorded October 29, 2021) To view the transcript and discl...

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 Canadian equities. (Recorded October 21, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-update-on-canadian-equities/detail . RBC,...

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 also covers the highlights of earnings season so far in the U.S. and Canada, including how Apple’s new privacy measures could impact a variety of technology-based businesses. (Recorded October 26, 2021) To...

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 Portfolio Manager, Investment Solutions, discusses the challenges of the current market environment and shares some ways investors can diversify their portfolios for the road ahead. (Recorded October 20, 20...

This episode, Stu Kedwell, Head of North American Equities, provides an in-depth look into the Consumer Staples sector. Stu also explains the role of these stocks in a portfolio, and how they perform across different market environments. (Recorded October 19, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-...

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.S. banks’ performance and what it tells us about Canada’s financial sector. Stu also discusses what a proposed raise in taxes for Canada’s big banks could mean for markets. (Recorded October 13, 2021) To vi...

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 into the buzz around “stagflation”, and shares his thoughts on why the current state of the economy does not fit the definition. (Recorded October 12, 2021) To view the transcript and disclosure for this podca...

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 companies? In this podcast, Freddie Fuller, European Equity Product Specialist, and James Jamieson, Portfolio Manager, RBC Global Asset Management (UK) Limited, explore the impact of climate wars around the w...