Shows
The Institutional BeatNavigating markets: 2026 economic and investment outlookIn this episode, Institutional Portfolio Manager Haley Hopwood interviews Eric Savoie, Senior Investment Strategist on RBC GAM’s Macroeconomic and Strategy Team, about his outlook for the year ahead. Together, they discuss the current state of the global economy and explore key investment trends likely to shape financial markets and investor portfolios in 2026. This podcast episode was recorded on December 11, 2025.
2025-12-1734 minThe Institutional BeatUnpacking fiscal expansion: Impacts on bonds and beyondIn this episode, Institutional Portfolio Manager Haley Hopwood interviews Kristian Sawkins and Matt Dubras, senior members of the PH&N Fixed Income Team. Together, they discuss the fiscal expansion currently taking place in Canada and the U.S., and its implications for the bond market. This podcast episode was recorded on September 4, 2025.
2025-09-1024 minThe Institutional BeatTariff turbulence: Navigating uncertain times for tradeIn this episode, our Chief Economist Eric Lascelles returns to discuss the latest developments on the U.S. tariff front with Institutional Portfolio Manager Haley Hopwood. While the situation has escalated meaningfully since Eric and Haley last met to discuss the likelihood and implications of Trump’s proposed tariffs on Canadian imports, uncertainty remains high and market volatility continues as a result.
2025-04-1536 minThe Institutional BeatThe Canadian dollar: Short-term influences and long-term valueHaley Hopwood and Dan Mitchell discuss the current currency landscape with a focus on the Canadian dollar, examining near-term factors influencing the currency and offering insights into its long-term fair value.
2024-10-2319 minThe Institutional BeatBreaking down ESG in fixed incomeIn our second PH&N Institutional podcast, Haley Hopwood, Institutional Portfolio Manager, sits down with Anna Temple, Portfolio Manager on the PH&N Fixed Income team, to discuss ESG analysis and integration as it relates to corporate credit investing.
2024-09-1629 minThe Institutional BeatInterest rate expectationsIn our inaugural podcast, Haley Hopwood, Institutional Portfolio Manager of PH&N Institutional, addresses the ongoing volatility in bond yields and their medium-term outlook for interest rates with senior members of the PH&N Fixed Income Team, Kristian Sawkins and Matt Dubras.
2024-06-2038 min