The Download with David Richardson RBC Global Asset Management (RBC GAM)

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/.
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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/.
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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 https://www.rbcgam.com/en/ca/insights/podcasts/are-we-in-the-last-mile-of-inflation/detail/.
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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/.
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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/.
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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/.
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