Podcasts from RBC Global Asset Management

With the disruption from Brexit theoretically over, we ask whether the U.K. can become a world leader in green technology and the sustainability movement. The government’s recent announcement of a 10-point plan for a green industrial revolution has outlined where it sees room for growth, while also highlighting the myriad of issues that the country needs to address, including those that have arise...

Dave Richardson is joined by Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities and Rob Cavallo, Portfolio Manager, North American Equities, RBC Global Asset Management Inc. They take a look back at the impact of COVID-19 on the technology and health care sectors, from vaccines to the accelerated online shift. Marcello and Rob also share the key long-term th...

Stu Kedwell, Co-Head, North American Equities, joins Dave for a deep-dive into the concept of momentum, and how it’s factored into active management as market narratives shift. (Recorded March 9, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-momentum/detail . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, invest...

Increasing job numbers in the U.S. and Canada are among a string of indicators pointing to a better-than-expected economic recovery. This episode, Chief Economist Eric Lascelles shares his outlook for what’s ahead this spring. Eric also explores the rise in bond yields from an economic perspective – from central bank decisions to inflation concerns. (Recorded March 5, 2021) To view the transcript...

This episode, Stu Kedwell, Co-Head, North American Equities, takes a closer look at the factors behind the sudden spike in U.S Treasury yields last week, and what it means for investors in bond and equity markets. (Recorded March 2, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-us-treasury-yield/detail . RBC,...

This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. (Recorded February 24, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadi...

The investing landscape has changed considerably over the past couple of years. In today’s low interest rate environment, how should investors be positioning their portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on markets and how investors can evolve their portfolios for the future – from revisiting your equity allocat...

This episode, Stu Kedwell, Co-Head, North American Equities, shares key insights from RBC GAM’s Investment Strategy Committee. He discusses the outlook on the economic rebound, noting the vital role vaccines can play. Stu also explains his thoughts on the expected course of interest rates. (Recorded February 16, 2021) To view the transcript and disclosure for this podcast, please visit https://www...

As earnings season rolls on, it’s clear that tech giants continue to lead the market. But there are other areas of the market investors should think about. Stu Kedwell, Co-Head, North American Equities, discusses three broad categories of stocks that could present opportunities for investors, and why a good mix of each is the bedrock of a portfolio. (Recorded February 3, 2021) To view the transcri...

Despite all the chaos and speculation in markets, there may be a silver lining to the frenzy. Increasing participation in financial markets, for one. This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses this and other key lessons investors can take away from these events. (Recorded January 28, 2021) To view the transcript and discl...

In a week of exciting headlines and soaring stock prices, how can investors avoid distractions and stick to their long-term plan? Stu Kedwell, Co-Head, North American Equities, joins Dave to chat about what’s been going on in markets recently, and his tips on how to tune out short-term speculation. (Recorded January 26, 2021) To view the transcript and disclosure for this podcast, please visit htt...

With renewed hope for economic recovery, investors also have restored hope in the industrial, material, and energy sectors - a considerable portion of Canada’s stock market. Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, talks about what this boost means for companies in these sectors, and how vaccines...

A weaker U.S dollar and increased demand are leading reasons why stocks in oil, mining, and agriculture have rallied in recent weeks. Stu Kedwell, Co-Head, North American Equities, explains how the surge is tied to promising economic growth forecasts, and what it could mean for the broader Canadian market. (Recorded January 19, 2021) To view the transcript and disclosure for this podcast, please v...

While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, recaps key highlights from the RBC Capital Markets Canadian Bank CEO Conference. Stu also shares his thoughts on U.S. banks...

Being effectively diversified has taken on new meaning, and 2020 was no exception. Structural changes in the economy and markets means that what has worked over the last decade may not continue to do so. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions talks about why evolving your approach to diversification is vital in today’s environment and how she is positioni...

From U.S. fiscal stimulus news to vaccine rollouts -- there is a lot on the horizon in 2021. What do these developments mean for the global economy, and what are the risks to watch for? RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss his outlook on the year ahead. (Recorded January 7, 2021) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/e...

A new year means new opportunities and new challenges – some we can’t begin to predict. With a tumultuous 2020 behind us, how can investors prepare for 2021? Stu Kedwell, Co-Head, North American Equities, discusses why having a robust financial plan – tailored for multiple different outcomes – should be on every investor’s list of New Year’s resolutions. (Recorded January 5, 2021) To view the tran...

Stu Kedwell, Co-Head of North American Equities, joins Dave to recap some key lessons investors can take away from 2020, including the importance of looking at all possible outcomes, and maintaining long-term optimism. (Recorded December 15, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflections-on-an-eventful-year/deta...

In this, the first of our Sustainability podcasts, Freddie Fuller and James Jamieson of the RBC European Equity team explore how the disruption of 2020 has affected different region›s net-zero emissions progress, and whether globally we are lining up to reach the targets set out in the 2015 Paris Agreement. To view the disclosure for this podcast, please visit https://global.rbcgam.com/european-eq...

Tesla's entry into the S&P 500 has garnered strong investor interest. As an active manager, Stu Kedwell, Co-Head, North American Equities, shares how his team considers high profile stocks. He looks at various growth scenarios for Tesla, and talks about what a bear or bull case could look like. (Recorded December 8, 2020) To view the transcript and disclosure for this podcast, please visit htt...

As investors observe significant technological advancements during the time of COVID, some may be reminded of the dot-com tech bubble in the late 90s. Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, compares the tech companies of the past and present. He also shares an overall market perspective on rising valuations within the sector. (Recorded December...

Following some volatility towards the end of November, the rebound in global markets is being led by a broad range of stocks and sectors. With bank stocks rallying, Stu Kedwell, Co-Head, North American Equities, shares how Canadian banks are looking beyond the pandemic – and why investors may want to follow suit. (Recorded December 1, 2020) To view the transcript and disclosure for this podcast, p...

When markets are unpredictable, dividend stocks can help provide consistent cash flow to investors. This episode, Stu Kedwell, Co-Head, North American Equities, discusses the important role dividends can play in investors’ portfolios, especially as growth opportunities emerge over time. (Recorded November 18, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rb...

This past year has shown that investors need to be prepared for a broad range of investment scenarios – both good and bad. Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, joins Dave to talk about what’s on her radar for 2021 and why an active and globally-diversified approach will be key for investors going forward. (Recorded November 16, 2020) To view the transc...

To honour late Canadian TV icon Alex Trebek, this episode, Stu Kedwell, Co-Head North American Equities is quizzed on the latest market headlines, from COVID-19 vaccine updates to U.S. election results. (Recorded November 12, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-is-market-news/detail . RBC, GAM, RBC GAM, RBCG...