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RBC Wealth Management
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Strategic Alternatives
From IPOs to M&A: Shifting strategies at RBC’s 2024 TIMT Conference
At RBC’s 2024 Global Technology, Internet, Media, and Telecom (TIMT) Conference, equity capital markets bankers sat down to discuss the key trends in the tech sector, and how this will catalyze activity in the IPO and broader equity market, M&A, private markets and more moving into 2025.
2024-12-03
25 min
Podcasts from RBC Global Asset Management
Getting to know global infrastructure
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
2023-08-31
22 min
Podcasts from RBC Global Asset Management
The outlook on U.S. fixed income markets
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
2023-06-02
22 min
Industries in Motion
RBC’s Digital Intelligence Strategy Platform, A New Wave of Investor Insight
Mark Odendahl, Head of US Capital Markets Research is joined by Mike Tran, Managing Director and founder of the Digital Intelligence Strategy platform at RBC Capital Markets to discuss RBC’s Digital Intelligence Strategy (DIS) research product, which combines the work from RBC’s data science and primary research teams at RBC Elements to offer a new wave of investor insight.
2022-10-19
20 min
RBC's Markets in Motion
October RBC Analyst Survey Results, Strategy Sector Recommendation Updates
In this edition of the podcast, we update our latest views on sectors and key takeaways from our October RBC analyst outlook survey. Three big things you need to know: First, in our latest survey, taken in early October 2022, our analysts had a slightly positive tilt in their outlooks for performance over the next 6-12 months, with a modestly positive view on valuations and a slightly positive tilt on the state of demand. The most constructive performance outlooks were found in Energy and Health Care, followed by REITs, then Financials, Tech, and Utilities which offset more pessimistic outlooks for...
2022-10-19
08 min
Podcasts from RBC Global Asset Management
What's ahead for European equities?
What is the outlook for the European market, as the war in Ukraine rages on? How will rising interest rates impact these assets? This episode, David Lambert, Senior Portfolio Manager, European Equities, RBC Global Asset Management (UK) Limited, weighs in. David also explains how he manages portfolios from an ESG perspective. (Recorded March 23, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-european-equities/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-03-24
17 min
Podcasts from RBC Global Asset Management
Investing through inflation: past and present
How 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 invested
2022-02-10
19 min
Podcasts from RBC Global Asset Management
Market news: U.S. bank earnings, inflationary pressure, and tech sector troubles
This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest news in the financial sector. Earnings season is well underway in the U.S., with major banks reporting better-than-expected results for the fourth quarter. Stu also discusses some highlights from the RBC Capital Markets Canadian Bank CEO Conference, long-term expectations for inflation, and whether recovery is on the way for the technology sector after a rough start to the year. (Recorded January 18, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-us-bank-earnings-inflationary-pressure-and-tech-sector-troubles/detail....
2022-01-21
13 min
Podcasts from RBC Global Asset Management
Emerging markets: key themes for 2022
China’s sharp economic slowdown weighed heavily on emerging markets last year. As the country navigates regulatory uncertainty and tighter monetary policy, can emerging markets bounce back in 2022? This episode, Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, discusses what’s ahead for emerging markets this year, including the outlook for China, inflationary risks, and promising opportunities in India. (Recorded January 18, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-key-themes-for-2022/detail.RBC, GAM, RBC GAM, RBCGAM, podc...
2022-01-20
11 min
Podcasts from RBC Global Asset Management
The evolution of ESG and the role of active stewardship
This episode, Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited, joins Dave for a detailed conversation about the growing consideration of environmental, social and governance (ESG) factors in investing throughout history, particularly from a European market perspective. Jeremy also discusses the role of active stewardship on behalf of asset managers, and the importance of taking on an “ownership mindset” to ensure that companies are held accountable for the environmental and societal impacts of their operations. (Recorded November 24, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/c...
2021-11-24
19 min
RBC Crypto News
RBCCrypto.com News 10.13.21
In today’s crypto news: Binance to launch $1B fund to develop BSC ecosystem Nevada-Based Bitcoin Mining Operation Cleanspark Purchases 4,500 Bitcoin Miners From Bitmain Coinbase Has Received the Third-Most Complaints Among Digital Wallet Firms We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO Facebook - https://www...
2021-10-14
07 min
RBC Crypto News
RBCCrypto.com News 10.12.21
In today’s crypto news: Beltracchi’s ‘Salvator Mundi’ — Notorious Art Forger Banned from Selling at Galleries Steps Into the NFT Game Ethereum Will Be The Next Coin To Explode – Here’s Why Local Stablecoin ‘Crackdown’ Builds a Case For Decentralized Money We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO ...
2021-10-13
09 min
RBC Crypto News
RBCCrypto.com News 10.11.21
In today’s crypto news: Bored Ape Yacht Club Records $542 Million in Lifetime Sales — BAYC Creators to Launch Token in Q1 2022 El Salvador Will Use Its Bitcoin Profits to Build a Massive Pet Hospital BTC’s Price Rise Gives 5-Year-Old Mining Rigs New Life — Bitcoin Hashrate Jumps Close to 20% Since Last Week We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardan...
2021-10-12
11 min
RBC Crypto News
RBCCrypto.com News 10.07.21
In today’s crypto news: Cardano is undervalued, says Grayscale No Plan to Ban Crypto, It’s up to Congress Legacy Investor Bill Miller Compared Bitcoin to a Ferrari and Gold to Horse and Buggy We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO Facebook - https...
2021-10-07
08 min
Podcasts from RBC Global Asset Management
Climate wars: implications for countries and corporates
Recent reports have reinforced that many countries remain far off from hitting their Paris Agreement goals. What are the possible implications of missed climate targets for both countries and companies? In this podcast, Freddie Fuller, European Equity Product Specialist, and James Jamieson, Portfolio Manager, RBC Global Asset Management (UK) Limited, explore the impact of climate wars around the world. (Recorded October 7, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climate-wars-implications-for-countries-and-corporates/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives...
2021-10-07
13 min
RBC Crypto News
RBCCrypto.com News 10.06.21
In today’s crypto news: - Bitcoin price is back at $50K, but exactly how ‘bullish’ are the bulls? - Family of Popular NFT Projects Launch Collaborative Initiative and Genesis Collection - Deposits on ‘Big Four’ South Korean Exchanges up 1,368% We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Con...
2021-10-07
10 min
RBC Crypto News
RBCCrypto.com News 10.05.21
In today’s crypto news: Ethereum Rockets Higher – What’s Next? 37% More Difficult to Mine BTC Than 3 Months Ago, Difficulty Nears 20 Trillion Facebook, Instagram Went Down for Hours as Bitcoin Advocates Took Shots We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO Facebook - https://www.facebook...
2021-10-06
10 min
RBC Crypto News
RBCCrypto.com News 10/04/21
In today’s crypto news: - Three Arrows Capital CEO ‘Very Bullish’ on Dogecoin, Sees No Risk of DOGE Ever Having Any Regulatory Issues - It’s a Multi-Chain World, Bitcoin Just Dominates It - Kyrgyzstan Raises Electricity Rates for Cryptocurrency Miners We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider...
2021-10-05
08 min
RBC Crypto News
RBCCrypto.com News 9/30/21
In today’s crypto news: - Bitfinex pays $23.7 million in fees to move $100k - Avalanche Is Launching on Coinbase Pro - World-Famous DJs Paul Oakenfold, Carl Cox, Paul Val Dyk Spin and Crossfade Into the NFT Universe We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! ...
2021-10-01
07 min
Podcasts from RBC Global Asset Management
Tapping into digital payment systems
The shift to contactless, online technologies has transformed the way companies do business, and how consumers pay for the goods and services they provide. This episode, Dominic Wallington, Head of European Equities, RBC Global Asset Management (UK) Limited, discusses the evolving world of digital payment systems, and how innovations in technology will shape the future of transactions going forward. (Recorded September 30, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tapping-into-digital-payment-systems/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives...
2021-09-30
13 min
RBC Crypto News
RBCCrypto.com News 9/29/21
In today’s crypto news: ETH 2.0 moves closer to fruition as devs set Altair upgrade for October 14- and 9-Year-Old Brother and Sister Duo Rake in $30K a Month Mining Crypto With Renewable Energy Stablecoin launch and NFT integration back COTI’s rise to a new all-time high We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool...
2021-09-30
08 min
Podcasts from RBC Global Asset Management
What does China’s regulatory crackdown mean for markets?
Why are Chinese regulators tightening restrictions across many sectors? Are these measures good or bad for markets? Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an in-depth look at the situation in China, the short- and long-term impacts, as well as the future of its second- largest property developer, Evergrande. Phillippe also talks about ESG in emerging markets, and the key areas of focus in his portfolios, like green infrastructure. (Recorded September 29, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en...
2021-09-29
19 min
RBC Crypto News
RBCCrypto.com News 9/28/21
In todays news: - Digital dollar advocate will retire as Dallas Fed president - Ethereum price prediction: ETH poised for a swift bounce to $4k - USDC Market Capitalization Hits $30 Billion — Stablecoin Adds $10 Billion in 4 Months We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today...
2021-09-28
07 min
RBC Crypto News
RBCCrypto.com News 9/23/21
In todays news: - Crypto sees $41.6M in inflows amid investor positivity - Tom Brady Wants to Get Part of His Salary in Bitcoin, Ethereum, and Solana - Hackers Compromise Bitcoin.org Website, Promoting Giveaway Scam We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us tod...
2021-09-24
06 min
RBC Crypto News
RBCCrypto.com News 9/22/21
Today's news stories include: - SEC registrants seek DeFi and physically-backed Bitcoin ETF approval - NFTs could mark a resurgence in art galleries - AMC Entertainment Could Include Dogecoin as a Payment Option We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC...
2021-09-23
11 min
RBC Crypto News
RBCCrypto.com News 9/21/21
In today's Crypto news: - More than 200 Bitcoin ATM's now operating in El Salvador - BBA pushes for Crypto regulatory clarity in Massachusetts - Crypto is redefining the entire payment ecosystem We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO Facebook...
2021-09-22
07 min
RBC Crypto News
RBCCrypto.com News 9/20/21
In today's news: -Marvel to Drop Captain America NFT Statues, Fully-Readable Amazing Spider-Man #1 NFTs -36% of Americans Oppose Adoption of Bitcoin -Top 4 Defi Tokens Set to Skyrocket in Coming Days! We appreciate you taking the time to watch our videos. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO Fac...
2021-09-20
06 min
RBC Crypto News
Elon Musk's tweet drives price up, Iran shuts down illegal miners, and No worries with Russian crackdown
We appreciate you taking the time to listen. We would also appreciate it if you hit that subscribe button so you don’t miss any new crypto related news. Below is a link to all of our social media accounts as well as our Cardano (ADA) stake pool. Consider joining us today! RBC CRYPTO Facebook - https://www.facebook.com/RBC-Crypto-101650095578942 Instagram - https://www.instagram.com/crypto_rbc/ Twitter - https://twitter.com/Crypto_RBC ADA pool - https://bit.ly/3nyoi6w Youtube - https://ww...
2021-09-16
08 min
RBC Crypto News
NYAG shuts down Coinseed for converting customer funds into DOGE without consent
The New York Attorney General (NYAG) has won a victory against crypto exchange Coinseed for its dodgy dealings with Dogecoin (DOGE) and defrauding its customers. On Monday, NYAG Letitia James ordered Coinseed Inc. to permanently halt operations and pay $3 million in fines after it had been accused of freezing withdrawals and converting client funds into DOGE without consent. The exchange also emptied its bank accounts and issued unlicensed securities, according to Bloomberg. Follow our social media pages and Cardano Stake Pool: RBC CRYPTO Facebook - https://www.facebook...
2021-09-15
11 min
Podcasts from RBC Global Asset Management
The Download: The digitalization of the industrial world
From innovations in virtual reality to artificial intelligence, the industrial landscape is facing a new digital frontier. Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, reflects on how these advanced technologies are reshaping the industrial world, and the opportunities in this rapidly evolving space. (Recorded July 28, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-digitalization-of-the-industrial-world/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-07-28
08 min
Podcasts from RBC Global Asset Management
The Download: Evolving trends in emerging markets
This episode, Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an update on emerging markets, noting a range of performance across countries and sectors. Laurence also discusses how dividend-paying stocks within the asset class have fared within a rising interest rate environment. (Recorded June 16, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evolving-trends-in-emerging-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-06-16
11 min
Podcasts from RBC Global Asset Management
Dirty technology? From Bitcoin to 5G: the energy consumption of tech
Digitization is accelerating, from Bitcoin to 5G, but do we fully understand the environmental impact of these technologies? In this podcast Freddie Fuller and Elma de Kuiper, Portfolio Manager, RBC Global Asset Management (UK) Limited discuss the nuances behind digital technologies relationship with energy and decarbonization and show why just because something is digital, does not mean it is carbon neutral. (Recorded May 19, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dirty-technology-from-bitcoin-to-5g-the-energy-consumption-of-tech/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights...
2021-05-19
12 min
Podcasts from RBC Global Asset Management
The Download: An investor’s eye for fashion
With French luxury goods group LVMH now the largest company on the European stock market, how are portfolio managers thinking about the rising power of fashion? Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, shares how he is positioning his portfolio to match the current trends. (Recorded May 13, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-investors-eye-for-fashion/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-05-13
14 min
Podcasts from RBC Global Asset Management
The Download: Positioning portfolios for shifting markets and inflation
RBC GAM’s Chief Investment Officer, Dan Chornous joins Dave for an in-depth conversation about the current economic and market trends facing investors today. Dan also shares his thoughts on inflation expectations, and provides insight into where investors can look to find opportunities around the world. (Recorded May 13, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-portfolios-for-shifting-markets-and-inflation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-05-13
21 min
Podcasts from RBC Global Asset Management
Social licence to operate or time to licence social operators?
Members of the RBC Global Equity team discuss the benefits and disadvantages of investing in social media platforms. (Recorded February 4, 2021)To view the transcript and disclosure for this podcast, please visit https://global.rbcgam.com/global-equities/insights/74/Social-media.fs.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-03-29
10 min
Podcasts from RBC Global Asset Management
The Download: Fed meeting review: themes to watch for
On Wednesday, the U.S. Federal Reserve held its March policy meeting. RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss the highlights – from brighter growth forecasts, to rate hike expectations. (Recorded March 19, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fed-meeting-review-themes-to-watch-for/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-03-19
08 min
Podcasts from RBC Global Asset Management
Personally Invested: What’s next for technology and health care
Dave Richardson is joined by Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities and Rob Cavallo, Portfolio Manager, North American Equities, RBC Global Asset Management Inc. They take a look back at the impact of COVID-19 on the technology and health care sectors, from vaccines to the accelerated online shift. Marcello and Rob also share the key long-term themes they’re watching for, including biotech and artificial intelligence. (Recorded March 10, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-next-for-technology-and-health-care/detail.RBC, GAM, RB...
2021-03-10
39 min
Podcasts from RBC Global Asset Management
The Download: Insights from RBC GAM’s Investment Strategy Committee
This episode, Stu Kedwell, Co-Head, North American Equities, shares key insights from RBC GAM’s Investment Strategy Committee. He discusses the outlook on the economic rebound, noting the vital role vaccines can play. Stu also explains his thoughts on the expected course of interest rates. (Recorded February 16, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-from-rbc-gams-investment-strategy-committee/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-02-16
06 min
Podcasts from RBC Global Asset Management
The Download: What’s ahead for Canadian banks?
While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, recaps key highlights from the RBC Capital Markets Canadian Bank CEO Conference. Stu also shares his thoughts on U.S. banks, as they begin to report their earnings. (Recorded January 14, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-canadian-banks/detail.RBC...
2021-01-14
06 min
Podcasts from RBC Global Asset Management
The Download: 2021: good news for the global economy?
From U.S. fiscal stimulus news to vaccine rollouts -- there is a lot on the horizon in 2021. What do these developments mean for the global economy, and what are the risks to watch for? RBC GAM’s Chief Economist Eric Lascelles joins Dave to discuss his outlook on the year ahead. (Recorded January 7, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2021-good-news-for-the-global-economy/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-01-07
09 min
Podcasts from RBC Global Asset Management
Sustainability podcasts: Paris Agreement progress: on the right trajectory?
In this, the first of our Sustainability podcasts, Freddie Fuller and James Jamieson of the RBC European Equity team explore how the disruption of 2020 has affected different region›s net-zero emissions progress, and whether globally we are lining up to reach the targets set out in the 2015 Paris Agreement.To view the disclosure for this podcast, please visit https://global.rbcgam.com/european-equities/insights/post/71/paris-agreement-progress-on-the-right-trajectory.fs.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-12-15
10 min
Podcasts from RBC Global Asset Management
The Download: The adaptability advantage
Agility 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...
2020-11-05
08 min
Podcasts from RBC Global Asset Management
The Download: Emerging markets: exceeding expectations?
Despite the turbulence of this year, emerging markets have performed in line with developed markets. Three countries - China, Korea, and Taiwan - lead the market, in part due to their efficacious response to the virus. Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, joins Dave for a closer look at these and other trends in emerging markets today. (Recorded November 5, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/emerging-markets-exceeding-expectations/detail.RBC, GAM, RBC GAM, RBCGAM...
2020-11-05
06 min
Podcasts from RBC Global Asset Management
The Download: An update on European equities
Dave is joined by Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, to discuss the pandemic’s recent surge across Europe, and the current and future impact on markets. Dominic also shares his insights into health-related research, particularly focusing on the relationship between COVID-19 and other diseases. (Recorded October 29, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-update-on-european-equities/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-10-29
10 min
Podcasts from RBC Global Asset Management
The Download: The focus on fiscal stimulus
President Trump’s announcement that he will pause stimulus negotiations until ‘after the election’ has caused a stir in markets. What could this mean from an economic standpoint? RBC GAM’s Chief Economist Eric Lascelles discusses the role relief measures have played in the U.S. economic recovery thus far. Eric also breaks down the key differences in Canada’s stimulus story. (Recorded October 8, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-focus-on-fiscal-stimulus/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally...
2020-10-08
07 min
Podcasts from RBC Global Asset Management
The Download: Pause and refresh: what’s next in the market
Historically, it’s common to see more volatility in markets this time of year. But in a year unlike any other, how can investors plan ahead? RBC GAM’s Chief Investment Officer Dan Chornous provides an overview of the drivers behind recent market activity. Dan also discusses the value of advice during uncertain times and how it can help investors stay focused on their long-term goals. (Recorded September 28, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pause-and-refresh-whats-next-in-the-market/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, inve...
2020-09-28
18 min
Podcasts from RBC Global Asset Management
The Download: Notes on The Fed’s new mandate
Recently, the Federal Reserve announced it will change its approach to monetary policy in order to target an inflation rate that may average above 2% over time. What does this change mean for investors? RBC GAM’s Chief Economist, Eric Lascelles, weighs in. (Recorded September 23, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/notes-on-the-feds-new-mandate/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-09-23
08 min
Podcasts from RBC Global Asset Management
The Download: Is this Tech Bubble 2.0?
In August, stocks in tech giants like Apple, Amazon and Microsoft soared. This month, however, has seen them return back down to earth. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts on how these market corrections compare to the tech bubble of the early 2000s. Stu also highlights the importance of an investment process that considers all possible outcomes in any market environment. (Recorded September 22, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-this-tech-bubble-20/detail.RBC, GAM, RBC GAM...
2020-09-22
08 min
Podcasts from RBC Global Asset Management
The Download: Change of seasons: what to plan for this fall
A possible second wave of the pandemic, coupled with the U.S. presidential election in November, could bring renewed volatility to markets. Despite economic and political uncertainty, Stu Kedwell, Co-Head of North American Equities, RBC GAM, explains how investors can prepare by thinking ahead and mapping out a broad range of outcomes. (Recorded September 16, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/change-of-seasons-what-to-plan-for-this-fall/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-09-16
08 min
Podcasts from RBC Global Asset Management
The Download: Active management in emerging markets
Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management, talks about the role of active portfolio management in the case of Argentina’s debt default in May. Despite the country’s history of defaults, Polina explains how the strategies used by her team can help achieve positive outcomes for investors. (Recorded September 10, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-management-in-emerging-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-09-10
08 min
Podcasts from RBC Global Asset Management
The Download: Talking tactical asset allocation
Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, explains the recent tactical shift in her portfolios and why she has added to equities. She also talks about recent volatility and how she is positioning portfolios with the longer-term in mind. (Recorded September 10, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-tactical-asset-allocation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-09-09
05 min
Podcasts from RBC Global Asset Management
The Download: Canadian banks: on the way back?
Despite the turbulence caused by COVID-19, Canada’s top banks have reported fairly solid earnings this quarter. As the country settles into a new reality, could these improving results point to a similar story for the economy? Stu Kedwell, Co-Head, North American Equities, joins Dave for a recap of the banks’ earnings reports, and what to look out for ahead. (Recorded September 8, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-banks-on-the-way-back/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, pers...
2020-09-08
06 min
Podcasts from RBC Global Asset Management
The Download: A strategic approach to world-wise investing
This episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, talks about why she recently adjusted the strategic regional equity weights across her portfolios and the benefits of looking beyond Canadian borders for investment opportunities. (Recorded August 20, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-strategic-approach-to-world-wise-investing/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-08-20
06 min
Podcasts from RBC Global Asset Management
The Download: Finding fundamental momentum
Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on key takeaways from this earnings season. Scott also shares what his investment teams are looking at to help companies to not only survive, but thrive through these uncertain times. (Recorded August 18, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-fundamental-momentum/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-08-18
06 min
Podcasts from RBC Global Asset Management
The Download: Q3 earnings season: what’s to come for Canadian banks?
Next week, Canada’s largest banks will begin to roll out their quarterly results. With much to consider, what can investors expect to see? This episode, Stu Kedwell, Co-Head of North American Equities, gives us a run-down of the key factors to watch for. (Recorded August 11, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-season-whats-to-come-for-canadian-banks/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-08-11
06 min
Podcasts from RBC Global Asset Management
The Download: Q2 earnings season: adapting to change
COVID-19 has boosted business for some companies. It has also had a severe and negative impact on others. For businesses landing somewhere in the middle, adaptability is key. Stu Kedwell, Co-Head of North American Equities, joins Dave to reflect on what investors can take away from an exceptional earnings season. (Recorded August 6, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-season-adapting-to-change/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-08-06
06 min
Podcasts from RBC Global Asset Management
The Download: Navigating a narrow market
Recently, gold and tech stocks have driven the Canadian market. Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how he is managing portfolios in a top-heavy market, and what’s ahead for investors looking to break through the concentration. (Recorded July 30, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-a-narrow-market/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-07-30
11 min
Podcasts from RBC Global Asset Management
The Download: Moving forward: how to get off the sidelines
The uncertainty of what the next few months will look like for the Canadian economy has led investors to hold onto their cash. Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the current investment landscape, and why time in the market is key to unlocking long-term opportunities. (Recorded July 28, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/moving-forward-how-to-get-off-the-sidelines/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-07-28
06 min
Podcasts from RBC Global Asset Management
The Download: What to watch for this earnings season
Last week, America’s big banks kicked off the second-quarter earnings season. While the results were mixed, they could suggest that perhaps the worst of the pandemic is behind us. Will Canadian businesses share this same cautious optimism? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, returns to the podcast to share his thoughts on the results and what investors can expect to see in the weeks ahead. (Recorded July 21, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-watch-for-this-earnings-season/detail.RBC, GAM, RB...
2020-07-21
06 min
Podcasts from RBC Global Asset Management
The Download: The market vs. the economy: deciphering the disconnect
The rebounds we’ve seen in stock markets may have renewed optimism for some, as they look beyond the pandemic. The economy, on the other hand, tells an entirely different story. Eric Lascelles, Chief Economist, RBC Global Asset Management, joins Dave to discuss his outlook, and what’s behind these diverging views. (Recorded July 16, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-market-vs-the-economy-deciphering-the-disconnect/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-07-16
07 min
Podcasts from RBC Global Asset Management
The Download: Insights into investment counselling
Stu Morrow, Vice President & Head of Investments, RBC Phillips, Hager & North Investment Counsel Inc., breaks down his team’s process to help investors maintain focus and stay the course through recent market swings. Stu also highlights the importance of diversifying portfolios beyond Canadian markets, and why a global approach can lead to long-term opportunities. (Recorded July 14, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-investment-counselling/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-07-14
05 min
Podcasts from RBC Global Asset Management
The Download: Did markets predict the pandemic’s path?
In this episode, Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, gives his thoughts on the factors driving market behaviour over the last few months, and how they play into investment decisions. Stu also unpacks the forward-looking nature of the market -- how it not only saw ahead during the depths of the crisis, but also projected the economic rebounds seen in recent weeks. (Recorded July 7, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/did-markets-predict-the-pandemics-path/detail.RBC, GAM, RBC GAM, RBCGAM, podcast...
2020-07-07
07 min
Podcasts from RBC Global Asset Management
The Download: Examining strategic asset allocation in uncertain times
Dan Chornous, Chief Investment Officer, RBC Global Asset Management, joins Dave to discuss the importance of evolving our strategic asset mix over time. Dan also highlights the importance of time horizon when determining asset allocation in order to ensure that return targets are realistic. (Recorded July 6, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/examining-strategic-asset-allocation-in-uncertain-times/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-07-06
09 min
Podcasts from RBC Global Asset Management
The Download: Taking back your purchasing power
When markets are down, many investors move money from their investments into cash. Doing so can help them avoid short-term risks associated with volatility. But, what they may not be aware of is the “silent assassin” lurking in the midst – a.k.a. inflation. As prices go up over time, the overall value and purchasing power of their money is chiseled away. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, looks at strategies for investors to get off the sidelines and back into the market to get the most out of their money today. (Recorded June 30, 2020)To v...
2020-06-30
06 min
Podcasts from RBC Global Asset Management
The Download: Open for (online) business
As many regions across North America begin to reopen their economies, how companies operate and provide services will certainly have a different look and feel. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, offers his perspective on what traditional companies should be mindful of when making the move online, and how they can make the most out of digital real estate. (Recorded June 23, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/open-for-online-business/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment...
2020-06-23
05 min
Podcasts from RBC Global Asset Management
The Download: An eye on emerging market equities
Throughout the course of the pandemic, Canadian investors may have been heavily focused on the stock market activity closer to home. Yet, there is a lot to be said for how markets are doing abroad, particularly in emerging market economies. Philippe Langham, Head, RBC Emerging Markets Equity, RBC Global Asset Management (UK) Limited, joins Dave for an overview of the latest developments in emerging markets equities. (Recorded June 19, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-eye-on-emerging-market-equities/detail.RBC, GAM, RBC GAM, RBCGAM, podcast...
2020-06-18
05 min
Podcasts from RBC Global Asset Management
The Download: Views on volatility
When it comes to investing, the only certainty is uncertainty. Last week, we saw a return to some of the volatility of earlier this year. Could it be that these continual highs and lows will be a permanent feature of our post-COVID future? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, talks to Dave about the factors causing this volatility at this time – from businesses restructuring to rapid government policy changes. He also explains how short-term volatility can sometimes help serve up long-term opportunities. (Recorded June 16, 2020)To view the transcript and disclosure for this podcast, pl...
2020-06-16
06 min
Podcasts from RBC Global Asset Management
The Download: ESG & COVID-19: building towards long-term value
We’ve seen the importance of ESG investing through the short-term lens of companies’ performance during this pandemic. Yet, Jeremy Richardson, Senior Portfolio Manager, Global Equity, RBC Global Asset Management (UK) Limited, suggests that it’s more about looking at how businesses have stepped up to their environmental, social, and governance responsibilities that will pay back over the long-run. (Recorded June 11, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/esg-covid-19-building-towards-long-term-value/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspe...
2020-06-11
06 min
Podcasts from RBC Global Asset Management
The Download: The spotlight on ESG during COVID-19
This pandemic has highlighted an urgent need for companies to respond to concerns over employee health and safety, supply chain risks, and business continuity planning, among others. Melanie Adams, Vice President and Head, Corporate Governance and Responsible Investment, RBC Global Asset Management, takes a look at the renewed importance around companies’ environmental, social, and governance (ESG) practices in the wake of COVID-19, and how the handling of these issues can help or hurt their performance in the long run. (Recorded June 10, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca...
2020-06-10
04 min
Podcasts from RBC Global Asset Management
The Download: Reflecting on global equities & recovery
Habib 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...
2020-06-04
06 min
Podcasts from RBC Global Asset Management
The Download: Unpacking the U.S. stock market surge
On Monday, both the Dow and S&P 500 saw their strongest rebounds since early March, due in part to recent news of a prospective coronavirus vaccine. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, breaks down the role of key players like Amazon, Microsoft, and Facebook in the rally. He also looks at how these positive developments in medicine and economic reemergence can potentially lead to opportunities in broader markets. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-the-us-stock-market-surge/detail.RBC, GAM...
2020-05-19
04 min
Podcasts from RBC Global Asset Management
The Download: The forecast after first quarter earnings
While Q1 earnings reports of many Canadian and U.S. businesses may not reflect the full impact of COVID-19, there is still a lot to learn from these statements. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, covers some of the key trends to consider, including a focus on companies’ balance sheets.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-forecast-after-first-quarter-earnings/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-05-12
05 min
Podcasts from RBC Global Asset Management
The Download: Wise words from Warren Buffett
In today’s episode, Dave and Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, reflect on takeaways shared by Warren Buffet during Berkshire Hathaway’s annual stakeholder meeting. They discuss Buffet’s optimism towards economic prosperity, and what we can learn from the master investor’s more cautious approach to buying this time around.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-we-can-learn-from-warren-buffett/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-05-06
05 min
PODfalar, RBC!
EP#5 - Revistas Pontinhos e RBC: História, Propostas e Inovações
Entrevista com dois membros da comissão editorial das revistas Pontinhos e RBC: Heverton de Souza Bezerra (coordenador) e Rachel Ventura Espinheira (membro). Ambos são professores no Instituto Benjamin Constant e trazem informações sobre as revistas: história, propostas e inovações.
2020-05-05
21 min
Podcasts from RBC Global Asset Management
The Download: Looking beyond the bad news
In the midst of this pandemic, headlines have been dominated with constant bad news. Yet despite all the negativity, markets remain resilient. With more bad news expected to come, could market reaction take a turn? Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his thoughts, and discusses how liquidity plays a key role. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-beyond-the-bad-news/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally...
2020-04-28
05 min
Podcasts from RBC Global Asset Management
The Download: An outlook on post-pandemic recovery
Dave is joined by RBC Global Asset Management’s Chief Economist, Eric Lascelles. Eric provides his current view on the economy during this rapidly-evolving event, including indicators of possible stabilization and steps towards gradual recovery.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-outlook-on-post-pandemic-recovery/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-04-24
05 min
Podcasts from RBC Global Asset Management
The Download: A historic hit to oil prices
On Monday, U.S. crude oil futures fell into negative territory for the first time ever, with WTI Crude closing out the day at just over -$37 per barrel. Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, reflects on the significant drop in demand for oil amidst the crisis, and what the pandemic-induced sell-off could mean for energy stocks in the long-term.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-historic-hit-to-oil-prices/detail.RBC, GAM, RBC...
2020-04-22
05 min
Podcasts from RBC Global Asset Management
The Download: Economic impact amid record job losses
As the COVID-19 pandemic continues on, so does the rising number of job losses in both Canada and the U.S. While these numbers are unprecedented, Eric Lascelles, Chief Economist, RBC Global Asset Management, looks at the reasons why this recession may not last as long as those in the past.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-impact-amid-record-job-losses/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-04-17
04 min
Podcasts from RBC Global Asset Management
The Download: Finding the long-term opportunities during short-term shocks
Dave and Sarah Riopelle, Vice-President and Senior Portfolio Manager, RBC Global Asset Management, take a step back and examine the economic environment before the current crisis hit. Sarah shares what she and her team are doing to help portfolios adjust to the uncertainty of this Black Swan event, and how a forward-thinking approach can help investors take advantage of the recovery when it comes.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-the-long-term-opportunities-during-short-term-shocks/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights...
2020-04-13
04 min
Podcasts from RBC Global Asset Management
The Download: Q1 2020 earnings reports: What to watch for
As a turbulent first quarter comes to a close, many companies have started to send out their earnings reports. Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management joins Dave to discuss the specifics that investors should look out for, and how much of an impact these results may have on the market. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q1-2020-earnings-reports-what-to-watch-for/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally...
2020-04-13
04 min
Podcasts from RBC Global Asset Management
The Download: Behind the rally: insights from Stu Kedwell
Does the recent market upturn mean brighter days ahead? Stu Kedwell, Senior Vice President and Senior Portfolio Manager, Co-Head, North American Equities, RBC Global Asset Management, shares his outlook. He also breaks down the factors to watch for that could point to a quicker economic recovery.To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-rally-insights-from-stu-kedwell/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-04-07
04 min
Podcasts from RBC Global Asset Management
The Download: A look at conservative portfolios: insights from Sarah Riopelle
In today’s episode, Dave is joined by Sarah Riopelle, Vice-President and Senior Portfolio Manager, RBC Global Asset Management. They look at how conservative portfolios are faring in this period of volatility, and discuss why diversification across all asset classes is key to staying the course.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-04-06
05 min
Podcasts from RBC Global Asset Management
The Download: The impact of COVID-19: Insights from Eric Lascelles
Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook on the global economic impact of COVID-19.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-03-26
05 min
Podcasts from RBC Global Asset Management
Personally Invested: Markets look beyond coronavirus: An update from Eric Lascelles
Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook on the global economic impact of the Wuhan coronavirus relative to past pandemics. He also shares his expectations surrounding interest rates and inflation amidst growing concerns. (Recorded on February 19, 2020)To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-02-26
18 min
PODfalar, RBC!
APRESENTAÇÃO RBC
Revista Brasileira para Cegos (RBC) - Entrevistas
2020-02-13
00 min
Podcasts from RBC Global Asset Management
Personally Invested: Scenario analysis – A dynamic approach to investing in North American equities
David Richardson sits down with Irene Fernando and Sarah Neilson, portfolio managers on RBC GAM's North American Equities team. Sarah and Irene have worked together for over a decade and share a common investment philosophy based on detailed scenario analysis.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-02-11
33 min
Podcasts from RBC Global Asset Management
Personally Invested: Downside risks shrink, heading in the right direction: An update from Eric Lascelles
Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss pullback in some of the economic risks he’s been concerned about, delving into interest rates and their good – and potentially dangerous – impact on the global economy.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2019-11-26
25 min
Podcasts from RBC Global Asset Management
Personally Invested: Amidst volatile markets, consistency is key
Stu Kedwell, Senior Vice President and co-Head of North American Equities at RBC Global Asset Management, sits down with David Richardson and provides insight into his investment process, how to understand the way a business evolves over time, the value of investing in dividend-paying companies and the importance of following a consistent approach. To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2019-10-01
22 min
Podcasts from RBC Global Asset Management
Personally Invested: Avoiding home-country bias
Dave Richardson sits down in Toronto with Sarah Riopelle, portfolio manager for RBC Portfolio Solutions, to discuss "home-country bias," the natural tendency of investors to invest the majority of their portfolios in domestic assets. Sarah explains the importance of global diversification in lowering a portfolio’s risk profile and opening it up to the wealth of investment opportunities that exist outside of Canada.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, pe...
2019-09-09
22 min
Podcasts from RBC Global Asset Management
A Primer on Protectionism - An update from Eric Lascelles
Eric Lascelles, Chief Economist, RBC Global Asset Management, sits down with David Richardson to discuss his outlook for the global economy and delve into the complicated workings of the ongoing trade relationship between the two biggest economies, the United States and China.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
2019-08-06
23 min
Podcasts from RBC Global Asset Management
Personally Invested: The skeptical mindset - a powerful investment tool
Dave Richardson sits down in London with Dominic Wallington, Senior Portfolio Manager & Head of European Equities at RBC Global Asset Management, to discuss his background and approach to managing money, particularly the value he places on a skeptical mindset.To view the transcript and disclosure for this podcast, please visit https://www1.rbcgam.com/en/ca/insights/podcasts.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2019-07-10
15 min
Podcasts from RBC Global Asset Management
Personally Invested: Managing a global equities portfolio: the Lion Tamer
Dave Richardson sits down in London with Jeremy Richardson to discuss what led Jeremy from accounting into the world of investments as Senior Portfolio Manager on the global equities team at RBC Global Asset Management, as well as factors that contribute to successful investing, including ESG.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 invested
2019-06-24
25 min
Podcasts from RBC Global Asset Management
Personally Invested - Is now the time to invest in emerging markets?
Dave Richardson catches up with RBC's emerging market (EM) equity portfolio manager Phil Langham in London to discuss what factors drove the weakness in EM equities in 2018 and his outlook for this asset class for the remainder of 2019 and into the next decade.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 invested
2019-04-24
13 min
Podcasts from RBC Global Asset Management
Personally Invested: Economic Outlook with Eric Lascelles
Eric Lascelles, Chief Economist at RBC Global Asset Management sits down with Dave Richardson to discuss what happened in the global economy in 2018 and to provide his outlook for interest rates, market volatility and global growth in 2019.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 invested
2019-01-28
37 min
Podcasts from RBC Global Asset Management
Personally Invested: A Conversation with Eric Lascelles
Eric Lascelles, Chief Economist at RBC Global Asset Management sits down with Dave Richardson to discuss his background in economics and his current role as Chief Economist for RBC Global Asset Management.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 invested
2018-12-17
18 min
Podcasts from RBC Global Asset Management
Personally Invested - A conversation with Dan Chornous
Dan Chornous, Chief Investment Officer at RBC Global Asset Management sits down with Dave Richardson to share his thoughts on the personality traits that he feels contribute to success in leading a large global team of investment professionals.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 invested
2018-10-30
29 min
Podcasts from RBC Global Asset Management
#GlobalEquityInvestor - Team dynamics, part III: Embracing improvement
Fostering 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...
2018-08-28
16 min
Podcasts from RBC Global Asset Management
#GlobalEquityInvestor - Team dynamics, part II: Sharing your creed
At 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...
2018-08-21
22 min
Podcasts from RBC Global Asset Management
#GlobalEquityInvestor - Team dynamics, part I: Everyone has a role to play
Running 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, perspectives
2018-07-30
12 min
Podcasts from RBC Global Asset Management
#GlobalEquityInvestor - Paying attention to proxies
Every 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...
2018-07-11
11 min