Podcasts from RBC Global Asset Management

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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.

RBC Global Asset Management (RBC GAM)


    • Sep 6, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 13m AVG DURATION
    • 290 EPISODES


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    Latest episodes from Podcasts from RBC Global Asset Management

    Signaling a soft landing?

    Play Episode Listen Later Sep 6, 2023 15:45


    The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest economic and labour market data. (Recorded: September 6, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/signaling-a-soft-landing/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Ripples of opportunity

    Play Episode Listen Later Sep 5, 2023 12:35


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses why it's important for investors to recognize the “ripple effects” that come with investing in particular stocks or sectors, and how doing so can help capture potential opportunities in the market. (Recorded: September 5, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ripples-of-opportunity/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Getting to know global infrastructure

    Play Episode Listen Later Aug 31, 2023 22:37


    This episode, Dave chats with Andrew Hay, Head, Global Infrastructure Investments, all about global infrastructure as an asset class, and how the underlying businesses within can help provide diversification benefits for investors. Andrew also chats about his background and career journey prior to joining RBC GAM. (Recorded: August 31, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/getting-to-know-global-infrastructure/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    head rbc gam global infrastructure andrew hay
    What's ahead for China's economy?

    Play Episode Listen Later Aug 31, 2023 33:17


    China's post-pandemic economic recovery has stalled. Retail sales have weakened, international trade is in a free-fall and housing problems continue to mount. How will these headwinds impact growth in the short and long term? What steps are policymakers taken to help revive activity? This episode, Chief Economist Eric Lascelles, weighs in on the path ahead for China's economy. (Recorded: August 31, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-chinas-economy/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Change of seasons, change in markets

    Play Episode Listen Later Aug 30, 2023 15:57


    Will the economy continue to slow? How will this impact the outlook for earnings growth? This episode, Stu Kedwell, Co-Head of North American Equities, returns to discuss the recent events in markets, and the key investment themes investors can keep top-of-mind as we enter the fall. (Recorded: August 30, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/change-of-seasons-change-in-markets/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Running through the latest in labour markets

    Play Episode Listen Later Aug 4, 2023 30:01


    This episode, Chief Economist Eric Lascelles breaks down the latest Canadian and U.S. jobs market numbers and what they indicate for the broader economy. Eric also discusses the impact of falling inflation on wage pressures, and whether the era of interest rate increases is finally ending. (Recorded: August 4, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/running-through-the-latest-in-labour-markets/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Canada's energy transition: headwind or opportunity?

    Play Episode Listen Later Aug 1, 2023 26:39


    Will Canada's energy transition help or hurt its economy and stock market? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, catches us up on the latest in Canadian equities and the outlook for the energy sector in this period of change. (Recorded: August 1, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadas-energy-transition-headwind-or-opportunity/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Weighing market sentiment and balancing risk and reward

    Play Episode Listen Later Jul 27, 2023 19:52


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses the challenges of balancing risk and reward for long-term investors in the short-term “no man's land” of today's markets. Stu also explains how sentiment can play a significant role in the decision-making process, and why understanding these dynamics can help investors make informed choices. (Recorded: July 27, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weighing-market-sentiment-and-balancing-risk-and-reward/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    What's going on in bonds?

    Play Episode Listen Later Jul 21, 2023 38:27


    This episode, Dagmara Fijalkowski, Head of Global Fixed Income & Currencies, provides an update on bond markets, shares her outlook for inflation and the timing of a terminal rate, and explains tactical changes she's made in her portfolios as a response to the current environment. Dagmara also examines the effects of U.S. dollar weakness on global currencies. (Recorded: July 21, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-going-on-in-bonds/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Optimizing market opportunities: Embracing long-term success with dollar cost averaging

    Play Episode Listen Later Jul 20, 2023 19:04


    This episode, Stu Kedwell, Co-Head of North American Equities, catches us up on how markets have been performing so far this summer. Stu also shines a light on some reasons for optimism and how investors can capitalize on them with an effective dollar cost averaging strategy. (Recorded: July 20, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/optimizing-market-opportunities-embracing-long-term-success-with-dollar-cost-averaging/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Jobs report: labour market softens, but not yet weak

    Play Episode Listen Later Jul 10, 2023 30:22


    Canada's unemployment rate rose in June, despite a significant increase in the number of jobs. What impact will this mixed data have on the Bank of Canada as it gives its latest decision on interest rates? This episode, Chief Economist Eric Lascelles discusses what's new in Canada's jobs market and weighs in on if recession is finally here. (Recorded: July 10, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-report-labour-market-softens-but-not-yet-weak/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    How are shifting narratives around ESG impacting investors?

    Play Episode Listen Later Jun 30, 2023 21:12


    This episode, Melanie Adams, Vice President and Head, Responsible Investment, discusses the latest news and trends in the ESG space, including a higher focus on regulatory requirements, as well as the growing anti-ESG sentiment in the U.S. Melanie also explains the tools and metrics her team uses to assess risks to provide companies with transparent, meaningful reporting. (Recorded: June 30, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-shifting-narratives-around-esg-impacting-investors/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Balance sheets 101

    Play Episode Listen Later Jun 29, 2023 21:43


    This episode is all about balance sheets. Stu Kedwell, Co-Head of North American Equities, gives a detailed breakdown of how businesses can structure their balance sheets to ensure they are properly positioned for higher interest rates and a slowing economy. (Recorded: June 28, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/balance-sheets-101/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    A.I. and machine learning: what they mean for the future of tech stocks

    Play Episode Listen Later Jun 29, 2023 34:01


    This episode, Dave catches up with Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, for an overview of the technology sector and how these stocks have been performing this year. Marcello then dives into artificial intelligence and how it's transforming the ways in which companies do business and how investors can capture this trend in their portfolios. (Recorded: June 29, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-and-machine-learning-what-they-mean-for-the-future-of-tech-stocks/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Navigating optimism and near-term challenges in the broader market

    Play Episode Listen Later Jun 21, 2023 20:06


    This episode, Stu Kedwell, Co-Head of North American Equities, provides some soundbites he shared with advisors during a recent conference. Stu explains why bullish sentiment is on the rise, despite some concerning economic signals, and discusses his thoughts on early cycle stocks that could be poised for growth. (Recorded: June 21, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-optimism-and-near-term-challenges-in-the-broader-market/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Keeping your focus intact during market uncertainty

    Play Episode Listen Later Jun 14, 2023 18:39


    This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is thinking through near-term challenges in markets and how her portfolios are positioned in response to the current environment. Sarah also reminds investors about the importance of staying disciplined through the highs and lows of markets. (Recorded: June 14, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/keeping-your-focus-intact-during-market-uncertainty/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Sharing nuggets about rallies and inflation

    Play Episode Listen Later Jun 13, 2023 14:29


    After sharing recent sports updates, Dave and Stu Kedwell, Co-Head of North American Equities, discuss chasing rallies in the market. Later, Stu reveals why he's focused on the duration of inflation rates. (Recorded: June 13, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/sharing-nuggets-about-rallies-and-inflation/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Determining market strength amid mixed signals

    Play Episode Listen Later Jun 7, 2023 17:29


    This episode, Stu Kedwell, Co-Head of North American Equities, unpacks the mixed signals markets have been sending recently. Stu also explains how analyzing market breadth indicators can help to reveal areas of strength or weakness in a particular index. (Recorded: June 7, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/determining-market-strength-amid-mixed-signals/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    The evolution of private markets

    Play Episode Listen Later Jun 5, 2023 31:55


    This episode, Michael Kitt, Head, Private Markets and Real Estate Equity Investments, provides an overview of private markets, and shares how investors can find opportunities for portfolio diversification within the asset class. Michael also shares his outlook on the future of commercial real estate post-pandemic. (Recorded: June 5, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-evolution-of-private-markets/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    The outlook on U.S. fixed income markets

    Play Episode Listen Later Jun 2, 2023 22:16


    This episode, Andrzej Skiba, Senior Portfolio Manager, Head of U.S. Fixed Income, RBC Global Asset Management (U.S.) Inc., provides an update on U.S. fixed income markets. Andrzej comments on recent political and economic developments, including the U.S. debt ceiling debate, the labour market and the Fed's direction on inflation. (Recorded: June 2, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-outlook-on-us-fixed-income-markets/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Resilient labour market continues to wait for recession signal

    Play Episode Listen Later Jun 2, 2023 25:44


    The labour market is looking healthy, but anticipation for recession remains. This episode, Chief Economist Eric Lascelles, discusses the latest job market data and what it means for the economy. Eric also talks about signs that the Canadian housing market is recovering. (Recorded: June 2, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/resilient-labour-market-continues-to-wait-for-recession-signal-/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Tracking trends in the North American banking sector

    Play Episode Listen Later May 24, 2023 15:20


    This episode, Stu Kedwell, Co-Head of North American Equities, shares some early observations on North American bank earnings so far. Stu also draws comparisons between Canadian and U.S. markets, noting the challenges facing cyclical stocks and how AI technology is providing a boost to stock market performance in the U.S. (Recorded: May 24, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tracking-trends-in-the-north-american-banking-sector/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    How are Canadian equity markets holding up against a slowing economy?

    Play Episode Listen Later May 24, 2023 24:09


    This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the current state of the Canadian equity market. Scott chats about how a slowing economy weighs more heavily on cyclical sectors like commodities and financials in the near term, but also how these sectors could be well positioned to bounce back over the long term. (Recorded: May 24, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-canadian-equity-markets-holding-up-against-a-slowing-economy/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Lending conditions and bank liquidity in U.S. economy

    Play Episode Listen Later May 15, 2023 21:55


    Chief Economist Eric Lascelles discusses lending conditions as an indicator for a recession before sharing insights around small and mid-sized U.S. banks. (Recorded: May 9, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lending-conditions-and-bank-liquidity-in-us-economy/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Turning a negative into a positive with a long-term view

    Play Episode Listen Later May 9, 2023 13:58


    After sharing Italian travel stories, Stu Kedwell, Co-Head of North American Equities, discusses how his team is improving the odds of an overall portfolio over the long-term. (Recorded: May 9, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-a-negative-into-a-positive-with-a-long-term-view/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Earnings season so far and the outlook ahead

    Play Episode Listen Later Apr 26, 2023 11:34


    This episode, Stu Kedwell, Co-Head of North American Equities, provides his views on earnings season so far, the challenges companies may face in the second half of the year, and what it all means for investors. (Recorded: April 26, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-season-so-far-and-the-outlook-ahead/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Bank earnings and the future of corporate real estate

    Play Episode Listen Later Apr 18, 2023 11:56


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses U.S. bank earnings last quarter, and how banks and corporate real estate lending could be affected by hybrid return-to-work models. (Recorded: April 18, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bank-earnings-and-the-future-of-corporate-real-estate/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Dividend investing in a time of inflation and changing interest rates

    Play Episode Listen Later Apr 12, 2023 13:02


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses the latest inflation report out of the U.S., what it means for the future of interest rates, and how the yield curve is affected. Stu also reviews Canadian dividend stocks, and why they can be an attractive investment option for today's market environment. (Recorded: April 12, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dividend-investing-in-a-time-of-inflation-and-changing-interest-rates/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Preparing a multi-asset portfolio amid heightened uncertainty

    Play Episode Listen Later Apr 5, 2023 18:00


    This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, offers her perspective on the state of today's markets, interest rate policies, and recession. She also provides her thoughts on how she is adjusting her asset mix to reflect these evolving scenarios. (Recorded: March 31, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-a-multi-asset-portfolio-amid-heightened-uncertainty/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    How central banks can combat market turbulence

    Play Episode Listen Later Apr 3, 2023 14:56


    This episode, Stu Kedwell, Co-Head of North American Equities, talks about some of the tools that central banks can use to help stabilize the market during downturns. Stu also explains why current market conditions are a perfect example of why it's important for investors to prepare their portfolios for a variety of scenarios. (Recorded: March 31, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-central-banks-can-combat-market-turbulence/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Economic update: Banking sector fallout, inflation stand-off and recession watch

    Play Episode Listen Later Mar 31, 2023 20:59


    This episode, Chief Economist Eric Lascelles recaps the recent fallout in the international banking sector, and if intervention by central banks could have long-term impacts. Eric also provides an update on stubborn inflation and compares the current recessionary climate to that of 2007-2009. (Recorded: March 31, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-banking-sector-fallout-inflation-stand-off-and-recession-watch/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Markets react to Credit Suisse takeover

    Play Episode Listen Later Mar 20, 2023 20:35


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses how markets and central banks around the world are responding to the Credit Suisse takeover, and what it could mean for the financial sector as a whole. Stu also shares strategies for investors to manage through unexpected market events. (Recorded: March 20, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-to-credit-suisse-takeover/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Silicon Valley Bank collapse: What happened and why it matters

    Play Episode Listen Later Mar 13, 2023 21:03


    What caused the implosion of Silicon Valley Bank? What's at stake for markets, businesses, and investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the current situation. (Recorded: March 13, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/silicon-valley-bank-collapse-what-happened-and-why-it-matters/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    When markets shift, don't rewrite the script

    Play Episode Listen Later Mar 7, 2023 18:19


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses his views on the current market landscape and how investors can navigate this period. He notes that short-term changes in markets, while notable in the present, may not ultimately impact the long-term intentions to resolve them. Stu also talks about the waiting game of monetary policy changes, and what to expect when we begin to see their impact. (Recorded: March 7, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-markets-shift-dont-rewrite-the-script/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Canadian bank earnings and the outlook for interest rates

    Play Episode Listen Later Mar 1, 2023 16:19


    This episode, Stu Kedwell, Co-Head of North American Equities, dives into the earnings results from Canadian banks, what they reflect for the broader economy, and whether they will signal further action on interest rates from central banks. (Recorded: March 1, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-and-the-outlook-for-interest-rate/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    U.S. economy continues to defy the odds - will Canada follow?

    Play Episode Listen Later Feb 24, 2023 21:01


    This episode, Chief Economist Eric Lascelles discusses the latest economic data from the U.S., focusing on how strong labour market and consumer spending data may impact interest rate decisions by the Federal Reserve. Eric also explores whether this resilience will spill over into the Canadian economy and what that could mean for the future of rate hikes here. (Recorded: February 24, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-economy-continues-to-defy-the-odds-will-canada-follow/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

    Positioning for the long term with dollar-cost averaging

    Play Episode Listen Later Feb 23, 2023 13:52


    Market sentiment has been largely focused on two questions: how fast will inflation decline from here, and how will earnings hold up in a slowing economy? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the factors at play in the current market, and how investors can tilt the odds in their favour by investing regularly and dollar-cost averaging. (Recorded: February 23, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-the-long-term-with-dollar-cost-averaging/detail.

    Building a dollar-cost averaging strategy in unpredictable markets

    Play Episode Listen Later Feb 16, 2023 13:54


    This episode, Stu Kedwell, Co-Head of North American Equities, discusses how to make sense of current market conditions, and why a dollar-cost averaging strategy can help minimize the impact of short-term volatility and help investors maintain long-term focus. (Recorded: February 16, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-a-dollar-cost-averaging-strategy-in-unpredictable-markets/detail.

    A look at commodities and the Canadian market

    Play Episode Listen Later Feb 8, 2023 25:55


    This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how statistics can be used to help make educated guesses on future trends in the Canadian stock market. Scott also weighs in on the factors that are shaping commodity markets in Canada, and whether a weaker U.S. dollar will impact the loonie. (Recorded: February 8, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-commodities-and-the-canadian-market/detail.

    Markets react after strong U.S. jobs report

    Play Episode Listen Later Feb 6, 2023 15:42


    January's U.S. jobs report soared above expectations, with the lowest unemployment rate in over 50 years. Yet, stocks fell last Friday in response to the news. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market reaction to these positive employment numbers, and if this will change the direction of interest rates. Stu also talks about earnings reports so far this quarter, and what it says about these broader economic themes at play. (Recorded: February 6, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-after-strong-us-jobs-report/detail.

    U.S. jobs report: Labour market holds steady despite recession risk

    Play Episode Listen Later Feb 3, 2023 17:18


    This episode, Chief Economist Eric Lascelles discusses why the U.S. job market is still so strong, despite recession warning signs elsewhere in the economy. Eric also weighs in on other topics, including the Federal Reserve's latest interest rate hike, and the outlook for the Canadian economy. (Recorded: February 3, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-labour-market-holds-steady-despite-recession-risk/detail.

    Talking about the tech market and technical analysis

    Play Episode Listen Later Jan 27, 2023 17:11


    After a rough year, technology stocks are having a solid start to 2023. Are brighter days ahead for the sector? Or is the tech bubble on the verge of bursting? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the tech market shake-up, and what it could mean for investors. Stu also shares insight into technical analysis and how he analyzes market trends to make decisions. (Recorded: January 27, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-about-the-tech-market-and-technical-analysis/detail.

    What will the crypto market look like in 2023?

    Play Episode Listen Later Jan 27, 2023 14:28


    Cryptocurrencies have enjoyed a great start to the year. What's causing this rally? Can it last? This episode, Karim Hamasni, Director, Crypto Asset Innovation, breaks down what's going on in the crypto market today, and some of the key drivers that are propelling this movement. Karim also discusses key longer-term themes and potential risks for the asset class, including reforms to current regulation. (Recorded: January 27, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-will-the-crypto-market-look-like-in-2023/detail.

    Pricing in different market scenarios

    Play Episode Listen Later Jan 17, 2023 16:16


    This episode, Stu Kedwell, Co-Head of North American Equities, provides a brief overview of scenario analysis to explain how he anticipates companies to perform under various market and economic conditions. (Recorded: January 17, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pricing-in-different-market-scenarios/detail.

    The value of active management: What's next for 2023

    Play Episode Listen Later Jan 16, 2023 20:47


    This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios – particularly around fixed income – coming out of the turbulence of 2022. Sarah also reflects on the tactical asset changes she's made to her portfolios in response, and revisits her ten basic truths of investing for 2023. (Recorded: January 16, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-value-of-active-management-whats-next-for-2023/detail.

    Where is the economy headed in 2023?

    Play Episode Listen Later Jan 13, 2023 21:29


    This episode, Chief Economist Eric Lascelles weighs in on the mixed macroeconomic outlook for the year ahead. Eric discusses the latest employment data, recession timing, whether interest rates will peak, and what it will take to revive the Canadian housing market. (Recorded: January 13, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-is-the-economy-headed-in-2023/detail.

    North American equities: Looking back and looking ahead

    Play Episode Listen Later Jan 10, 2023 28:38


    This episode, Stu Kedwell, Co-Head of North American Equities, reflects on the last few weeks of market headlines in 2022. Stu also shares what he is thinking about for portfolios in 2023, including the possible opportunities for Canadian investors amid a slower U.S. dollar. (Recorded: January 10, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/north-american-equities-looking-back-and-looking-ahead/detail.

    How are markets reacting to turning inflation?

    Play Episode Listen Later Dec 13, 2022 14:47


    Core inflation in the U.S. continues to turn lower. How are markets responding? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how investors can navigate this changing economic landscape and the importance of consistent and disciplined investment process. Stu also highlights how dividend stocks have held up in the inflationary environment and what's ahead as the landscape shifts. (Recorded: December 13, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-markets-reacting-to-turning-inflation/detail.

    What's behind the oil slowdown?

    Play Episode Listen Later Dec 9, 2022 22:15


    The stability of energy stocks, and the recent decline in oil prices has made for an interesting trend in the sector. (Recorded: December 9, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-behind-the-oil-slowdown/detail.

    Checking in on Canadian banks

    Play Episode Listen Later Dec 6, 2022 15:59


    This episode, Stu Kedwell, Head of North American Equities, takes a look at year-end earnings from Canadian banks, and what these results could signal for the broader economy. (Recorded: December 6, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks-dec6/detail.

    Labour market resilience amid looming recession

    Play Episode Listen Later Dec 2, 2022 19:03


    Despite signs of weakness elsewhere in the economy, job numbers have been quite resilient over the last few months. How long can the labour market hold out?(Recorded: December 2, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/labour-market-resilience-amid-looming-recession/detail.

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