Diversifying portfolios in the age of AI

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The Download with David Richardson

RBC Global Asset Management (RBC GAM)

268 episodes

5 days ago

Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends.

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Business

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Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends.

Investing

Business

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Diversifying portfolios in the age of AI

The Download with David Richardson

28 minutes 28 seconds

1 month ago

Diversifying portfolios in the age of AI

Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses. (Recorded: September 26, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true.

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