Stu Kedwell explores recent AI-driven enthusiasm in markets and its potential impact on future economic growth. Stu also discusses mixed earnings reports from big tech companies, and the bond market’s reactions to interest rate cuts. (Recorded: October 30, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true.
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Sarah Riopelle discusses the current investment landscape, noting strong performance of both stocks and bonds, while cautioning about valuation risks in the U.S. and Canadian equity markets. Sarah also emphasizes the importance of making regular, small adjustments to portfolios, rather than large sweeping changes in response to a changing economic environment. (Recorded: October 23, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true.
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David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments. (Recorded: October 17, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true.
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Stu Kedwell discusses the current market landscape including the S&P 500 earnings outlook, data centre economics, and the performance of U.S. banks. He also delves into AI's transformative potential, as well as the importance of diversification when navigating volatile markets. (Recorded: October 16, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true.
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Eric Lascelles discusses the potential impacts of the U.S. government shutdown on the economy, as well as market reactions. He also looks at how increasing dysfunction and polarization within the U.S. government could impact Canadian investors in the long term. (Recorded: October 9, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true.
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Stu Kedwell discusses the recent surge in investor enthusiasm in markets and the important role of analyst insights in such an environment. He also highlights the value of understanding market behaviours and leveraging professional expertise to navigate market cycles. (Recorded: October 3, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true.
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Jennifer Schillaci explores trends in real estate, including post-pandemic shifts in commercial properties, the impact of return-to-office mandates in cities like Toronto, and the evolving future of Canadian retailers. She also shares insights on the outlook for the asset class and the role of real estate equity investments as a valuable portfolio diversifier. (Recorded: October 1, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true.
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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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David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials. (Recorded: September 22, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.
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Polina Kurdyavko, Managing Director, Senior Portfolio Manager & Head of Emerging Markets, BlueBay Fixed Income, RBC Global Asset Management Limited, shares her cautious approach to investing in emerging markets, highlighting the importance of prudent fiscal policies, low leverage, and high yields with reduced volatility. She also discusses the value of global diversification in fixed income portfolios and explores opportunities for Canadian investors in regions like Latin America and Asia. (Recorded: September 18, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-growth-in-emerging-markets/detail/?disclaimer=true.
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Stu Kedwell provides an overview of the current market environment. He highlights the resilience of Canadian banks, the dynamics of mergers and acquisitions, and the evolving opportunities in sectors like energy and mining. (Recorded: September 10, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-for-opportunities-within-the-current-economic-backdrop/detail/?disclaimer=true.
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Eric Lascelles examines the latest economic and job market trends, including August employment data from the U.S. and Canada, central bank interest rate cuts, and the Canadian government's efforts to support the economy through monetary and fiscal policies. (Recorded: September 9, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-outlook-jobs-rates-and-canadas-fiscal-strategy/detail/?disclaimer=true.
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Stu Kedwell discusses Canadian bank earnings, potential Federal Reserve rate cuts, the performance of global equities versus U.S. markets and the likelihood of a soft economic landing. (Recorded: August 27, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-landings-and-strong-canadian-bank-earnings/detail/?disclaimer=true.
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Kristy Akullian, Head of iShares Investment Strategy for the Americas at BlackRock Inc., shares her background and explains how her team navigates macro trends and portfolio strategies amid market shifts, including changes in stock-bond dynamics and AI-driven U.S. equity concentration. She also highlights the importance of diversification through international equities and emerging markets, while reminding investors to consider taking deliberate, diversified risks to meet return goals. (Recorded: August 22, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/deliberate-decisions-navigating-market-shifts-with-confidence/detail/?disclaimer=true.
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Stu Kedwell discusses strategies to navigate emotional investing and market shifts, emphasizing dollar-cost averaging, quality dividend-paying stocks, and active portfolio management to prioritize long-term growth over short-term market fluctuations. (Recorded: August 18, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-volatility-equity-allocation-dividends-and-long-term-growth/detail/?disclaimer=true.
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Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix. (Recorded: August 14, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-your-future-retirement-planning-for-every-stage/detail/?disclaimer=true.
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Eric Lascelles discusses how rising inflation, slowing growth, and weak labour data point toward a stagflationary economic outlook. Eric also highlights the value of leveraging advancements in technology and non-traditional data sources, such as AI, restaurant reservations, and flight bookings, to gain deeper insights into economic trends. (Recorded: August 7, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/summer-slowdown-are-we-heading-toward-stagflation/detail/?disclaimer=true.
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Stu Kedwell discusses how the status quo in markets is being impacted more by seasonality and AI than current news items like tariffs and the jobs report. (Recorded: August 6, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/returning-from-vacation-to-more-of-the-same-in-markets/detail/?disclaimer=true.
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Eric Savoie explores key themes influencing stock and bond markets, emphasizing a cautious investment approach to capture potential upside driven by the resilience of the U.S. and global economies, while staying prepared for possible volatility. Eric also underscores the importance of avoiding emotional reactions to short-term market noise, particularly in response to unpredictable events. (Recorded: July 21, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/spotting-signs-of-growth-in-a-complex-market/detail/?disclaimer=true.
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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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