Stu Kedwell recaps the last few weeks in markets, noting a slight correction as investors wait out ongoing inflation. Stu also looks at the metal sector and the recent boom in copper prices.  (Recorded: May 1, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-investment-stu-inflations-final-stretch-and-upward-movement-in-metals/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights,...

This episode, Scott Lysakowski discusses Canadian equity performance so far this year, and whether it can catch up to the current strength of U.S. markets. Scott also explains the next phase of the commodity ‘supercycle’, and how it could shape Canadian markets for the rest of the year.  (Recorded: April 12, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/can-canadian-markets-close-the-gap/detail/. RBC, GAM, RBC GAM,...

This episode, Stu Kedwell discusses the latest inflation reports out of the U.S. and Canada and whether slowing is still happening. Stu also chats about the potential cutting of interest rates, its implications for markets, and explains how companies can position correctly if interest rates remain higher for longer.  (Recorded: April 11, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Eric Lascelles discusses the outlook for the economy as multiple indicators trend positively. Eric also explains that resilient economic conditions could hinder inflation easing progress, resulting in fewer central bank interest rate cuts.  (Recorded: April 5, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-recession-to-growth-shifting-the-economic-narrative/detail/. RBC, GAM, RBC GAM, RBCGAM,...

Stu Kedwell discusses his approach to choosing high-quality, dividend-paying stocks given the current interest-rate environment. Stu also shares some thoughts on AI and finding an investing style that works for you.  (Recorded: April 1, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dividend-strategies-for-a-higher-rate-landscape/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights,...

Dan Chornous begins with whether a recession has been avoided, shares a lesson from university about inflation expectation being a problem, then finishes off with how equilibrium supports having a long-term plan for investments.  (Recorded: March 21, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lessons-learned-about-the-economy/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights,...

Returning from Costa Rica, Stu Kedwell discusses how some results and changes in software companies are impacting their stock price.  They then reminisce about a dividend story from Dave’s financial planning days.  (Recorded: March 21, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-waves/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn,...

Sarah Riopelle chats with Dave about the strong performance of 2023 versus 2022, the importance of staying focused on your long-term goals, and what’s next for the year ahead. They also discuss new innovations within Portfolio Solutions.  (Recorded: March 21, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-focused-on-the-long-term/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment,...

In this episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, covers the latest in markets, including how the effects of higher interest rates are reflected in bank earnings, and Europe’s answer to the ‘Magnificent 7’.  (Recorded: February 27, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investment-stu-canadian-banks-granolas-and-wisdom-from-buffet/detail/. RBC,...

This episode, Habib Subjally, Managing Director & Senior Portfolio Manager, Head of Global Equities, RBC Global Asset Management Limited, discusses the recent rally in global stock markets and how investors can ride this momentum as the year continues. Habib also covers the major themes playing out in markets around the world, including prospects in artificial intelligence technologies, the future of China’s economy, and the 2024 political landscape.  (Recorded: February 26, 2024) To...

With February’s CPI data coming in hotter-than-expected, markets were quick to react. Could this influence central banks to change their tune yet again on interest rate hikes? How can investors think through these short-term bumps in the market and stay focused on the long term? This episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, discusses.  (Recorded: February 14, 2024) To view the transcript and disclosure for this podcast, please...

This episode, David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, shares his thoughts on the year ahead, including current reasons for optimism and views on the Eurozone versus the United States from a valuation perspective.  (Recorded: February 13, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Eric Savoie, Investment Strategist, discusses the new and ongoing themes challenging the current macro view including easing inflation and monetary policy, sputtering economic growth, and rising geopolitical tensions.  (Recorded: February 12, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-long-term-outlook-for-capital-markets/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing,...

This episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, discusses the thinking behind a portfolio management strategy designed to benefit investors in an ever-changing market landscape. Stu also shares his thoughts on current market leadership, and why the earnings picture isn’t all that it seems. Other topics include Interest rates dollar cost averaging and investing lessons for investors of all ages. (Recorded: February 9, 2024) To...

This episode, Managing Director & Chief Economist Eric Lascelles covers the latest U.S. jobs report – noting a significant surge in hiring and job creation despite the ongoing recession warning signs flashing in other pockets of the economy. Eric also discusses when central banks may begin their interest rate cuts as inflation begins to level out.   (Recorded: February 6, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, discusses the ongoing hype around the Magnificent 7, and explains how he incorporates multiple metrics focused on different areas of each company to determine potential long- and short- opportunities.  (Recorded: January 30, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, RBC Global Asset Management Inc., discusses what could be a promising year ahead for bonds, following the recent rally brought on by the Fed’s shifting direction on interest rate hikes. He also comments on movements in the yield curve, impact of government debt, and the benefits of both strategic and tactical asset allocation to capture opportunities.  (Recorded: January 29, 2024) To view the transcript and...

It’s one of the principles of successful investing: starting early. This episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, discusses the importance of starting early and why time can be one of the most powerful elements in an investment plan.  (Recorded: January 24, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities, discusses key themes and factors playing out for the technology sector in 2024, with a particular focus on exciting advancements in ecommerce and generative AI. Marcello also explains how he “adds torque” to portfolios by carefully weighing between growth prospects.  (Recorded: January 19, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Stu Kedwell, chats about the yield curve inversion, and what a return to a normal slope could mean for markets. Stu also discusses December’s less-than-impressive inflation numbers and whether IPO activity will pick up in 2024.  (Recorded: January 18, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-update-inverted-yield-curve-inflation-hiccups-and-ipo-anticipation/detail/. RBC, GAM, RBC GAM, RBCGAM,...

This episode, Scott Lysakowski, Managing Director & Senior Portfolio Manager, Head of Canadian Equities , assesses if a group of titans could emerge in the Canadian stock market and impact performance. Scott also provides his outlook for Canadian equities for 2024, as the economy heads towards a possible recession and interest rate cuts.  (Recorded: January 15, 2024) To view the transcript and disclosure for this podcast, please visit...

This episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, provides his thoughts on the major economic stories playing out in 2024, from interest rates to political elections, and their potential impact on markets. Stu explains why sticking to key investment principles – such as adopting a long-term mindset – will be essential for investors in managing their emotions through market swings this year.  (Recorded: January 9, 2024) To view the...

This episode, Managing Director & Chief Economist Eric Lascelles looks at the latest jobs data in the U.S. and Canada and how these numbers may impact expectations for a recession this year. Eric also provides some early thoughts on what is set to be an eventful year in politics as many countries – including the U.S., India, and Indonesia to name a few - head to the polls in the months ahead.  (Recorded: January 5, 2024) To view the transcript and disclosure for this podcast, please visit...

Between rapidly shifting bond yields, the U.S. election, and possible interest rate cuts, a lot lies ahead for markets in 2024. In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses the current opportunity in fixed income, the top considerations she is anticipating for the new year, and how she is factoring them into the portfolios she manages.  Here’s the link that Dave refers to: Rate cycle maturing (Recorded: December 20, 2023) To...