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The Institutional Beat
PH&N Institutional
14 episodes
3 weeks ago
Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.
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Investing
Business
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All content for The Institutional Beat is the property of PH&N Institutional and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.
Show more...
Investing
Business
Episodes (14/14)
The Institutional Beat
Active Management in Concentrated Markets: Insights from Stu Kedwell

In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them.

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3 weeks ago
34 minutes 30 seconds

The Institutional Beat
Reconciliation through investment: Supporting Indigenous economic futures

In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Gord Keesic and Kai Lee, members of the PH&N Indigenous Investment Services group, about the unique aspects of serving Indigenous investors. This podcast episode was recorded on September 18, 2025.

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1 month ago
25 minutes 18 seconds

The Institutional Beat
Unpacking fiscal expansion: Impacts on bonds and beyond

In this episode, Institutional Portfolio Manager Haley Hopwood interviews Kristian Sawkins and Matt Dubras, senior members of the PH&N Fixed Income Team. Together, they discuss the fiscal expansion currently taking place in Canada and the U.S., and its implications for the bond market. This podcast episode was recorded on September 4, 2025.

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2 months ago
24 minutes 4 seconds

The Institutional Beat
Emerging market equities: A turning point?

In this episode, Institutional Portfolio Manager Dylan Rae interviews Dijana Jelic, a product specialist on the RBC Emerging Markets Equity Team at RBC GAM-UK, about the recent outperformance of emerging market equities and her outlook for the asset class. This podcast episode was recorded on July 21, 2025.

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3 months ago
17 minutes 24 seconds

The Institutional Beat
From barriers to breakthroughs: Canada’s energy sector in focus

In this episode, Institutional Portfolio Manager Julie Ducharme interviews Sarah Neilson, Co-Head of North American Equities at RBC Global Asset Management Inc. Together, they discuss historical barriers to Canada’s performance on the energy world stage, more recent developments, and themes and subsectors that warrant particular attention looking forward.

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4 months ago
16 minutes 30 seconds

The Institutional Beat
Past the worst? What lies ahead for global fixed income markets

Jeff Roberts and Mark Dowding discuss the recovery in capital markets that has taken place since U.S. President Trump’s “Liberation Day” announcements, and whether this is an indication of what’s to come, or whether we can expect further volatility ahead. This podcast episode was recorded on May 7, 2025.

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6 months ago
27 minutes 41 seconds

The Institutional Beat
Tariff turbulence: Navigating uncertain times for trade

In this episode, Institutional Portfolio Manager Haley Hopwood sits down with our Chief Economist, Eric Lascelles, to discuss the likelihood and implications of Trump’s proposed tariffs on Canadian imports. Eric provides helpful context on the function of tariffs and composition of Canadian exports, and specific insights on how various outcomes could affect Canadian investors.

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7 months ago
36 minutes 27 seconds

The Institutional Beat
Canadian real estate: Current state and outlook

In this episode, Slava Sherbatov speaks with Jennifer Schillaci, Managing Director and Head of Real Estate Equity and Mortgage Investments at RBC Global Asset Management Inc., to review recent performance of the Canadian real estate market, repercussions of tariffs, and the medium-term outlook for the asset class.

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7 months ago
36 minutes 5 seconds

The Institutional Beat
Global equities: Navigating change

Julie Ducharme and Habib Subjally discuss managing a global equity portfolio through macroeconomic uncertainty, navigating major advancements in the technology sector, and the impact of global equity market concentration.

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8 months ago
23 minutes 44 seconds

The Institutional Beat
Trump’s tariff threat: Potential impacts on the Canadian market

Our Chief Economist, Eric Lascelles, provides helpful context on the function of tariffs and composition of Canadian exports, and specific insights on how various outcomes could affect Canadian investors.

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11 months ago
24 minutes 4 seconds

The Institutional Beat
Post-election perspectives: Fixed income insights for institutional investors

In this episode, Jeff Roberts sits with Andrzej Skiba to discuss the impact of the recent U.S. election results on global fixed income markets. Andrzej shares his perspectives on how global fixed income markets have reacted, and what he expects in terms of risks and opportunities in the months ahead.

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1 year ago
25 minutes 5 seconds

The Institutional Beat
The Canadian dollar: Short-term influences and long-term value

Haley Hopwood and Dan Mitchell discuss the current currency landscape with a focus on the Canadian dollar, examining near-term factors influencing the currency and offering insights into its long-term fair value.

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1 year ago
19 minutes 47 seconds

The Institutional Beat
Breaking down ESG in fixed income

In our second PH&N Institutional podcast, Haley Hopwood, Institutional Portfolio Manager, sits down with Anna Temple, Portfolio Manager on the PH&N Fixed Income team, to discuss ESG analysis and integration as it relates to corporate credit investing.

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1 year ago
29 minutes 23 seconds

The Institutional Beat
Interest rate expectations

In our inaugural podcast, Haley Hopwood, Institutional Portfolio Manager of PH&N Institutional, addresses the ongoing volatility in bond yields and their medium-term outlook for interest rates with senior members of the PH&N Fixed Income Team, Kristian Sawkins and Matt Dubras.

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1 year ago
38 minutes 43 seconds

The Institutional Beat
Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.