Speculation vs. strategy: building resilient portfolios for earnings season

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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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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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Speculation vs. strategy: building resilient portfolios for earnings season

The Download with David Richardson

24 minutes 28 seconds

3 months ago

Speculation vs. strategy: building resilient portfolios for earnings season

Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities. (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true.

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