Podcasts from RBC Global Asset Management

David Riley, Chief Investment Strategist, BlueBay Asset Management, shares his thoughts on the U.S. presidential election results from a European perspective. David also discusses how international markets may respond to a Biden win, as well as the outlook on the U.S economic recovery should lockdown restrictions stiffen. (Recorded November 6, 2020) To view the transcript and disclosure for this p...

Agility and adaptability - these are the characteristics that Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, believes are essential for companies to remain competitive in today’s environment. With uncertainty around the second wave of COVID-19, and the pending results of the U.S. presidential election, Habib reminds investors why i...

Despite the turbulence of this year, emerging markets have performed in line with developed markets. Three countries - China, Korea, and Taiwan - lead the market, in part due to their efficacious response to the virus. Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, joins Dave for a closer look at these and other trends...

As markets react to the latest headlines around politics and the economy, it can be easy to lose sight of the long-term. Enter dollar-cost averaging. Stu Kedwell, Co-Head, North American Equities, explains how this strategy can help investors stick to their investment plan, and ride through any type of market weather. (Recorded October 29, 2020) To view the transcript and disclosure for this podca...

Dave is joined by Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, to discuss the pandemic’s recent surge across Europe, and the current and future impact on markets. Dominic also shares his insights into health-related research, particularly focusing on the relationship between COVID-19 and other diseases. (Recorded October 29...

This episode Stu Kedwell, Co-Head, North American Equities, compares three broad categories of value stocks. Stu also explains how external factors, like enhanced stimulus and vaccine development, may provide the boost needed for them to bounce back. (Recorded October 21, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-v...

Despite tumultuous market conditions this year, some companies have prospered through the uncertainty. Meanwhile, others were not so lucky. But, as Stu Kedwell, Co-Head, North American Equities, says: fantastic businesses do not always equal fantastic stocks. This episode, Stu breaks down some considerations to think about to before buying stocks, and why evaluating odds can be key to success. (Re...

President Trump’s announcement that he will pause stimulus negotiations until ‘after the election’ has caused a stir in markets. What could this mean from an economic standpoint? RBC GAM’s Chief Economist Eric Lascelles discusses the role relief measures have played in the U.S. economic recovery thus far. Eric also breaks down the key differences in Canada’s stimulus story. (Recorded October 8, 20...

From the latest developments in U.S. politics, to the outlook on Canadian banks – a new week means a new cycle of headlines. This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to share his thoughts on a roundup of key topics that may be top of mind for investors. (Recorded October 7, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam....

The revolving door of news on the political, economic, and healthcare fronts can spark fear for some. Yet, markets are already looking ahead. Stu Kedwell, Co-Head, North American Equities, discusses how remaining focused with a well-thought-out approach can help investors tune out the headline noise. (Recorded September 30, 2020) To view the transcript and disclosure for this podcast, please visit...

Historically, it’s common to see more volatility in markets this time of year. But in a year unlike any other, how can investors plan ahead? RBC GAM’s Chief Investment Officer Dan Chornous provides an overview of the drivers behind recent market activity. Dan also discusses the value of advice during uncertain times and how it can help investors stay focused on their long-term goals. (Recorded Sep...

Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, joins Dave for a discussion about convertible bonds. Pierre explains the important role this asset class plays in a diversified portfolio, particularly given the uncertainty of the current market environment. (Recorded September 24, 2020) To view the transcript and disclosure for this podcast, please visit https:...

Recently, the Federal Reserve announced it will change its approach to monetary policy in order to target an inflation rate that may average above 2% over time. What does this change mean for investors? RBC GAM’s Chief Economist, Eric Lascelles, weighs in. (Recorded September 23, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcas...

In August, stocks in tech giants like Apple, Amazon and Microsoft soared. This month, however, has seen them return back down to earth. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts on how these market corrections compare to the tech bubble of the early 2000s. Stu also highlights the importance of an investment process that considers all possible o...

David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave for an update on the latest Brexit developments – including a look at how the move faces new implications under international law. David also shares an outlook on the U.K. economy, as it braces for a potential second wave. (Recorded September 18, 2020) To view the transcript and disclosure for this podcast, please visit...

A possible second wave of the pandemic, coupled with the U.S. presidential election in November, could bring renewed volatility to markets. Despite economic and political uncertainty, Stu Kedwell, Co-Head of North American Equities, RBC GAM, explains how investors can prepare by thinking ahead and mapping out a broad range of outcomes. (Recorded September 16, 2020) To view the transcript and discl...

Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management, talks about the role of active portfolio management in the case of Argentina’s debt default in May. Despite the country’s history of defaults, Polina explains how the strategies used by her team can help achieve positive outcomes for investors. (Recorded September 10, 2020) To view the...

Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, explains the recent tactical shift in her portfolios and why she has added to equities. She also talks about recent volatility and how she is positioning portfolios with the longer-term in mind. (Recorded September 10, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/...

Despite the turbulence caused by COVID-19, Canada’s top banks have reported fairly solid earnings this quarter. As the country settles into a new reality, could these improving results point to a similar story for the economy? Stu Kedwell, Co-Head, North American Equities, joins Dave for a recap of the banks’ earnings reports, and what to look out for ahead. (Recorded September 8, 2020) To view th...

This episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, talks about why she recently adjusted the strategic regional equity weights across her portfolios and the benefits of looking beyond Canadian borders for investment opportunities. (Recorded August 20, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/c...

Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on key takeaways from this earnings season. Scott also shares what his investment teams are looking at to help companies to not only survive, but thrive through these uncertain times. (Recorded August 18, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbc...

Next week, Canada’s largest banks will begin to roll out their quarterly results. With much to consider, what can investors expect to see? This episode, Stu Kedwell, Co-Head of North American Equities, gives us a run-down of the key factors to watch for. (Recorded August 11, 2020) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2...

COVID-19 has boosted business for some companies. It has also had a severe and negative impact on others. For businesses landing somewhere in the middle, adaptability is key. Stu Kedwell, Co-Head of North American Equities, joins Dave to reflect on what investors can take away from an exceptional earnings season. (Recorded August 6, 2020) To view the transcript and disclosure for this podcast, ple...

Recently, gold and tech stocks have driven the Canadian market. Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how he is managing portfolios in a top-heavy market, and what’s ahead for investors looking to break through the concentration. (Recorded July 30, 2020) To view the transcript and disclosure for this podcast, please visit https://...

The uncertainty of what the next few months will look like for the Canadian economy has led investors to hold onto their cash. Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the current investment landscape, and why time in the market is key to unlocking long-term opportunities. (Recorded July 28, 2020) To view the transcript and disclosure for this podcast, please visit ht...