Shows
Unlocking MarketsThe winners take allThe only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of our Global Equities Team, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.2025-04-0428 min
RBC BlueBay InsightsUnlocking markets: the winners take allThe only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.2025-03-3128 min
The Institutional BeatGlobal equities: Navigating changeJulie 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.2025-02-2623 minUnlocking MarketsLooking beyond the financialsHabib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which create contingent assets.2024-07-1824 min
RBC BlueBay InsightsUnlocking markets: looking beyond the financialsHabib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which create contingent assets.2024-07-1524 min
Dyslexia and BeyondEpisode 8: Success strategies for dyslexics with Habib Subjally!In this episode we will interview Habib Subjally an incredibly Successful investor who will share his stories with dyslexia ranging from his co-diagnosis with his daughter to success strategies he used to thrive with his learning difference and how his dyslexia paved a path to a career in finance for him.You can learn more about him on the link bellow:Habib Subjally (rbcgam.com)2024-06-0348 min
Nonprofit Investment StewardsEpisode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib SubjallyGas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe. Amidst all of this global turmoil, how should investors think about ESG investing? How can organizations advance mission-aligned initiatives? Find out in this episode, as Bob DiMeo and Devon Francis speak with Habib Subjally, … Read More Read More2022-06-1533 min
Podcasts from RBC Global Asset ManagementInvesting through inflation: past and presentHow does the inflationary backdrop of today compare to that of the 1970s? This episode, Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, looks at the similarities and differences between inflation now and throughout history. Habib also provides some insight into his approach to evaluating companies in this environment. (Recorded February 10, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investing-through-inflation-past-and-present/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested2022-02-1019 minPodcasts from RBC Global Asset ManagementThe Download: The adaptability advantageAgility and adaptability - these are the characteristics that Habib Subjally, Senior Portfolio Manager & Head of Global Equities, RBC Global Asset Management (UK) Limited, believes are essential for companies to remain competitive in today’s environment. With uncertainty around the second wave of COVID-19, and the pending results of the U.S. presidential election, Habib reminds investors why it’s more important than ever to focus on these qualities too, especially when thinking about the long term. (Recorded November 5, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podc...2020-11-0508 minPodcasts from RBC Global Asset ManagementThe Download: Reflecting on global equities & recoveryHabib Subjally, Senior Portfolio Manager and Head of Global Equities, RBC Global Asset Management (UK) Limited, joins Dave for a deep dive into how he and his team have managed portfolios throughout the current crisis, and what they are focusing on into recovery. He explains that his approach centers on a balance between navigating companies’ short-term survival today, and positioning for long-term prosperity in the future. (Recorded June 4, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflecting-on-global-equities-recovery/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, in...2020-06-0406 minPodcasts from RBC Global Asset Management#GlobalEquityInvestor - Team dynamics, part III: Embracing improvementFostering a learning environment to grow together is a team priority, which means confronting weakness and challenging each other. But to truly develop and nurture a culture of learning, we need to create a space where it's safe to admit errors in judgement.Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team in London join host Simon Gregory discuss team processes, highlighting the importance of sharing lessons on losses with the team to ensure future wins.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en...2018-08-2816 minPodcasts from RBC Global Asset Management#GlobalEquityInvestor - Team dynamics, part II: Sharing your creedAt RBC GAM, we know that standing out as a business is about more than performance. It's about employee talent and commitment, sound business models and client/partner prioritization that really help drive long-term value.Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team in London join host Simon Gregory to discuss teambuilding, delve into their team's philosophy and analyze how this philosophy works its way into the investment process.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC...2018-08-2122 minPodcasts from RBC Global Asset Management#GlobalEquityInvestor - The parallels between sport and businessSports and business are equally competitive - they're industries where people want to win. Habib Subjally, Jeremy Richardson and Simon Gregory from the RBC GAM Global Equity team in London explore the crossover between approaches to leadership in sports and in investment management, as well as the lessons each can learn from the other.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.2018-08-1310 minPodcasts from RBC Global Asset Management#GlobalEquityInvestor - Team dynamics, part I: Everyone has a role to playRunning global portfolios is a team activity - what the team does dictates whether we succeed or fail. We know that deep industry knowledge and effective decision-making are key in investment management.Tune in to hear Habib Subjally and Jeremy Richardson from the RBC GAM Global Equity team join host Simon Gregory in London talk about building a balanced, collaborative team.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives2018-07-3012 minPodcasts from RBC Global Asset Management#GlobalEquityInvestor - Paying attention to proxiesEvery year, companies ask shareholders to vote on certain proposals. Whether it's for global issues, such as gender diversity and equal opportunity, or company-specific concerns, such as executive compensation - over 90% of votes are cast during proxy season in favour of the changes posed to company shareholders. So, with such agreement, why is proxy voting an issue?Habib Subjally, Ben Yeoh and Jeremy Richardson of the RBC GAM Global Equity team in London discuss the importance of portfolio managers engaging with companies and voting responsibly. To view the transcript and disclosure for this podcast, please...2018-07-1111 minPodcasts from RBC Global Asset ManagementPersonally Invested - Looking Beyond Financials - November 2017Dave Richardson sits down with Habib Subjally, our Senior Portfolio Manager and Head of Global Equities in London, to talk about the effects of technological advancements in our industry, the importance of social capital and how trust plays a large role in the structure of his team.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested2017-11-2234 min