Podcasts from RBC Global Asset Management

In this episode, Chief Economist Eric Lascelles investigates how North American economies have fared as governments responded to COVID-19. In Canada, job loss in May was larger than market expectations – though the outlook for June is optimistic as the economy reopens. Eric observes a slightly different story in the United States, where lockdown restrictions have been avoided and wages have slight...

How will a weak U.S. dollar impact broader currency markets? What’s driving the strong performance of the Canadian dollar, and how long will it last? This episode, Dan Mitchell, Portfolio Manager, Global Fixed Income & Currencies, weighs in on the current state of currencies and the outlook ahead, as economies reopen. (Recorded June 1, 2021) To view the transcript and disclosure for this podca...

Stu Kedwell, Co-Head of North American Equities, discusses what’s ahead for Canada’s big banks after a solid second quarter. Stu also takes a broader look across the Canadian market, and explains how other sectors, such as commodities, are contributing to strong performance and investor optimism. (Recorded June 1, 2021) To view the transcript and disclosure for this podcast, please visit https://w...

In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on inflation and what it means for investor portfolios. Sarah also talks about why having a diversified portfolio is key in this environment and how a longer-term perspective can help when it comes to investing through inflation. (Recorded May 27, 2021) To view the transcript and...

This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the headlines around rising inflation, and discusses the key near- and long-term considerations for investors. Stu also previews what to expect from Canadian banks, as they begin to report their quarterly earnings. (Recorded May 25, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcg...

Digitization is accelerating, from Bitcoin to 5G, but do we fully understand the environmental impact of these technologies? In this podcast Freddie Fuller and Elma de Kuiper, Portfolio Manager, RBC Global Asset Management (UK) Limited discuss the nuances behind digital technologies relationship with energy and decarbonization and show why just because something is digital, does not mean it is car...

This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, provides an update on Canadian markets and outlines possible scenarios that could keep the strong performance going for investors. Scott also looks at what a stronger Canadian dollar means for Canadians investing in the U.S. (Recorded May 14, 2021) To view the transcript and disclosure for...

RBC GAM’s Chief Investment Officer, Dan Chornous joins Dave for an in-depth conversation about the current economic and market trends facing investors today. Dan also shares his thoughts on inflation expectations, and provides insight into where investors can look to find opportunities around the world. (Recorded May 13, 2021) To view the transcript and disclosure for this podcast, please visit ht...

With French luxury goods group LVMH now the largest company on the European stock market, how are portfolio managers thinking about the rising power of fashion? Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, shares how he is positioning his portfolio to match the current trends. (Recorded May 13, 2021) To view the transcript...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the short-and long-term factors he is thinking about to position his portfolios for the latter half of the year. Stu also shares his expectations for dividend stocks going forward. (Recorded May 11, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-mid-...

This episode, Chief Economist Eric Lascelles reviews the latest jobs reports out of the U.S. and Canada. Eric discusses what’s behind the lower-than-expected job numbers, and the expectations for employment relative to the broader economic recovery. (Recorded May 7, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-outlook...

This episode, Stu Kedwell, Co-Head, North American Equities, explains how broad macroeconomic conditions and market trends factor into the individual investment decisions he makes. Stu shares some important considerations portfolio managers think through when choosing which companies to invest in for long-term success. (Recorded May 5, 2021) To view the transcript and disclosure for this podcast,...

Stocks have climbed to record levels and sovereign bond yields have reversed their pandemic-related plunge. How are we positioning our portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her view and outlines the some of the changes she’s made to her portfolios to position them well for the current environment. (Recorded April 28...

This episode, Stu Kedwell, Co-Head of North American Equities, shares his views on the evolving market landscape, particularly the recent growth-to-value shift. Stu also discusses the importance of considering both growth and value companies when investing, and the tools he uses to find potential opportunities. (Recorded April 27, 2021) To view the transcript and disclosure for this podcast, pleas...

Stu Kedwell, Co-Head of North American Equities, shares his thoughts on recent headlines – from the Biden administration possibly raising capital gains tax, to the takeaways from the federal budget. Stu also explains his process of managing portfolios amidst the ever-changing news cycle. (Recorded April 22, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcg...

This episode, Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, provides an update on convertible bonds amidst the economic recovery. Pierre-Henri also discusses the potential long-term opportunities ahead for the asset class in an environment of rising rates and inflation. (Recorded April 22, 2021) To view the transcript and disclosure for this podcast, please...

This episode, Stu Kedwell, Co-Head of North American Equities, looks at the strong first quarter results from America’s top banks and what they could signal for Canadian investors. Stu also discusses the current holding period of recovery we’re in, and the ‘sparks’ – from vaccine success to robust infrastructure programs – needed to reignite economic activity. (Recorded April 15, 2021) To view the...

This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses the factors driving the strength of the Canadian market so far this year. Scott also dives into why sectors like health care, financials, and energy have performed well and looks at the opportunities and risks ahead as the year plays out. (Recorded April 8, 2021) To view the tran...

This episode, Stu Kedwell, Co-Head of North American Equities, recaps the events of the first quarter -- from accelerated vaccine rollouts to rising bond yields. Stu also shares his thoughts on where interest rates could go for the rest of the year, and what investors should consider. (Recorded April 6, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.c...

In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, reflects on the past year and the importance of staying invested. She also discusses how she is positioning her portfolios in light of the current environment and what is on her radar for the road ahead. (Recorded April 1, 2021) To view the transcript and disclosure for this podcast, please visit...

Stu Kedwell, Co-Head-North American Equities, joins Dave to discuss the fallout around the Archegos hedge fund default. Stu also highlights how this event serves as an important reminder for investors to look beyond near-term bumps and maintain a long-term perspective. (Recorded March 30, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insigh...

Members of the RBC Global Equity team discuss the benefits and disadvantages of investing in social media platforms. (Recorded February 4, 2021) To view the transcript and disclosure for this podcast, please visit https://global.rbcgam.com/global-equities/insights/74/Social-media.fs . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, pe...

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the positive and negative impacts higher interest rates can have on high yielding dividend stocks. Stu also explains dividend growth, and why it can be a powerful tool for long-term investors. (Recorded March 23, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/p...

On Wednesday, the U.S. Federal Reserve held its March policy meeting. RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss the highlights – from brighter growth forecasts, to rate hike expectations. (Recorded March 19, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fed-meeting-review-themes-to-watch-for/detail . R...

It’s been a year since most of the world went into lockdown. What have we learned since then? Stu Kedwell, Co-Head, North American Equities, looks back at the lessons investors can take away from lockdown. Stu also explains how having a strategy, such as dollar-cost averaging, can help investors remain disciplined and find opportunities in times of uncertainty. (Recorded March 16, 2021) To view th...