Shows
The Institutional BeatActive management in concentrated markets: Insights from Stu KedwellIn this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025.
2025-10-2034 min
The Greyhound GirlEpisode with Hunter Valley Breeder, Rearer & Trainer, Chris Kedwell.Episode with Hunter Valley Breeder, Rearer & Trainer, Chris Kedwell.
2024-07-0320 min
The ME7 PodcastThe ME7 Podcast Special Guest: Danny KedwellFormer Gillingham striker and Priestfield legend Danny Kedwell teamed up with some of The ME7 Podcast crew as they took to the pitch for a special Mental Health Charity Match against Medway United.After the game, Danny sat down with James for a catch-up in this ME7 Podcast special episode as he chatted about mental health, his career post-Gills, and his thoughts on the Gills heading into an important summer for the club. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...
2024-05-2606 min
Talking To Mod - The Magic ModTalking To Mod - The Magic Mod with Danny KedwwellThis week on Talking to Mod we are joined by Danny Kedwell professional footballer for Chatham and assistant Manager. we talk to Danny about his journey in the Football world from his beginnings to now and bit of everything inbetween!you can find Danny here - https://twitter.com/dkedwellIf you liked what you heard please follow, like and share.you can find us here https://linktr.ee/themagicmodCreditsBen Taylor - The Magic ModGuest - Danny KedwellIntro music | Da Magic Mod - G-MEN
2023-09-1428 min
Podcasts from RBC Global Asset ManagementA closer look at commodity price correctionsThe price of copper, oil and other commodities have come down over the past two weeks. This episode, Stu Kedwell, Co-Head of North American Equities, comments on how this pullback might help to bring down headline inflation. Shifts have also been observed in currency and bond markets, where he expects volatility to persist as inflationary expectations settle down. (Recorded July 5, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-closer-look-at-commodity-price-corrections/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally...
2022-07-0715 minPodcasts from RBC Global Asset ManagementShifting to neutral in turbulent marketsThis episode, Stu Kedwell, Co-Head of North American Equities, discusses how he balances risk and reward within the different funds he manages during down markets. Stu also shares some key things he is thinking about to capture opportunities in the next phase of the market cycle. (Recorded June 22, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shifting-to-neutral-in-turbulent-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-06-2317 minPodcasts from RBC Global Asset ManagementHow do markets respond to the challenges of managing inflation?Inflation expectations are one of the most important drivers of long-term interest rates and financial markets. This episode, Stu Kedwell, Co-Head of North American Equities, discusses how these expectations are evolving as more aggressive central bank action takes place to quell inflation. Stu also examines how financial markets react to changes in monetary policy expectations. (Recorded June 15, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-do-markets-respond-to-the-challenges-of-managing-inflation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-06-1613 minPodcasts from RBC Global Asset ManagementMarkets seek out signs of peaking inflationThis episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on state of markets today. First, how factors such as consumer spending shifts and declining multiples are weighing into earnings forecasts and markets more broadly. Stu then discusses the signs that suggest inflation may now be peaking, and what markets and investors should consider in the months ahead. (Recorded June 7, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-seek-out-signs-of-peaking-inflation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn...
2022-06-0816 minPodcasts from RBC Global Asset ManagementHow to manage a volatile stock marketEmotions are running high for investors as uncertainty ripples through markets. How can investors push aside the panic and maintain their focus? This episode, Stu Kedwell, Head of North American Equities, breaks down what’s driving volatility in markets today, and how he is preparing portfolios amidst the many unknowns in the months ahead. Stu also explains how long-term investors can turn volatility into their friend in order to lock in opportunities when markets eventually rebound. (Recorded May 17, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ho...
2022-05-1711 minPodcasts from RBC Global Asset ManagementWhat does the Fed's rate hike mean for markets?The U.S. Federal Reserve and other central banks have a tough task ahead: get inflation under control, while avoiding a recession. As uncertainty mounts as to whether they will be able to achieve this, markets are also responding with increased volatility - particularly bonds. What is the likelihood that central banks will achieve a 'soft landing' outcome? What will future interest rate hikes mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on markets following the Fed's latest monetary policy decision. (Recorded May 3, 2022)To view the transcript and disclosure for this...
2022-05-0511 minPodcasts from RBC Global Asset ManagementQ1 2022 earnings season previewThis episode, Stu Kedwell, Co-Head of North American Equities, discusses the themes to watch for as companies report their first-quarter earnings. Stu also talks about earnings expectations for the future amid a slowing economy and rising costs. (Recorded April 12, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q1-2022-earnings-season-preview/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-04-1411 minPodcasts from RBC Global Asset ManagementWhat happens when The Fed shrinks its balance sheet?Stock markets fell on Tuesday, following the U.S. Federal Reserve’s announcement that it plans to rapidly reduce its balance sheet -- its latest effort to get inflation under control. This episode, Stu Kedwell, Co-Head of North American Equities, breaks down the market reaction to the news, and what investors can expect as central banks lean into more hawkish moves. (Recorded April 6, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-happens-when-the-fed-shrinks-its-balance-sheet/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, le...
2022-04-0714 minPodcasts from RBC Global Asset ManagementThe yield curve and recession risk: what to watch forThis episode, Stu Kedwell, Co-Head of North American Equities, takes a look at the recent movements in the U.S. Treasury yield curve, and discusses whether an inverted yield curve could signal a risk of recession in the near term. (Recorded March 30, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-yield-curve-and-recession-risk-what-to-watch-for/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-04-0111 minPodcasts from RBC Global Asset ManagementA pragmatic approach to fund managementIn every investment process, there are key principles fund managers rely on to position portfolios for success. This episode, Stu Kedwell, Co-Head of North American Equities, details his time-tested principles, and shares how everyday investors can also use them to guide through shifting markets. (Recorded March 8, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-pragmatic-approach-to-fund-management/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-03-0813 minPodcasts from RBC Global Asset ManagementInvestment strategies for when markets are volatileThis episode, Stu Kedwell, Co-Head of North American Equities, discusses how he is positioning portfolios for the long term, as inflation and geopolitical risks continue to pressure markets. Stu also talks about the importance of the three D's - diversification, dividends and dollar-cost averaging - as part of an investor's long-term plan, especially when there is a downturn in the markets. (Recorded March 3, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investment-strategies-for-when-markets-are-volatile/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally...
2022-03-0312 minPodcasts from RBC Global Asset ManagementManaging portfolios amidst geopolitical uncertaintyThis episode, Stu Kedwell, Co-Head of North American Equities, discusses the market response to ongoing geopolitical tensions, with a particular focus on the impact to energy prices. Stu also discusses how he is positioning portfolios for long-term success in light of recent market headwinds. (Recorded February 15, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-portfolios-amidst-geopolitical-uncertainty/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-02-1610 minPodcasts from RBC Global Asset ManagementWhat’s driving the growth to value rotation?Understanding the current market rotation from growth to value stocks requires a deeper look into these two investing styles. While both seek to maximize returns, they do so in their own unique way. This episode, Stu Kedwell, Co-Head of North American Equities, explains the differences between growth and value stocks, and why a disciplined approach is key for investors to make the most of market shifts. (Recorded February 10, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-the-growth-to-value-rotation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast...
2022-02-0910 minPodcasts from RBC Global Asset ManagementLet’s talk about technical analysisHow do portfolio managers use technical analysis to evaluate investments and anticipate market movements? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he applies these different strategies and historical data to understand market behaviour and identify potential opportunities. (Recorded February 1, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lets-talk-about-technical-analysis/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-02-0110 minPodcasts from RBC Global Asset ManagementWhen markets are down, think long termThe recent spike in volatility may have investors questioning whether to take their money out of the market and wait for better days. While market downturns are a normal part of investing, there are strategies that investors can use to help mitigate the short-term shocks and be prepared for when markets eventually recover. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the importance of sticking to a long-term investment mindset during challenging times. (Recorded January 25, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-markets-are-down-think-long-term...
2022-01-3012 minPodcasts from RBC Global Asset ManagementMarket news: U.S. bank earnings, inflationary pressure, and tech sector troublesThis 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....
2022-01-2113 minPodcasts from RBC Global Asset ManagementWhere are the dividend opportunities in the cyclical sector?In this episode, Stu Kedwell, Co-Head of North American Equities, discusses the outlook for dividend growth in cyclical companies, particularly in energy, materials and other commodity stocks. Stu also talks about how ESG is considered when investing into these types of companies in order to evaluate their sustainability over the long term. (Recorded January 12, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-are-the-dividend-opportunities-in-the-cyclical-sector/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2022-01-1812 minPodcasts from RBC Global Asset ManagementWhat to expect from markets in 2022Soaring inflation, rising interest rates, and a rapidly-spreading variant; As many of the key themes from 2021 cross over into the New Year, there are still new trends that could play out in 2022. This episode, Stu Kedwell, Co-Head of North American Equities, discusses what may be in store for investors this year. Stu also provides some thoughts on recession risk and a forecast for dividend stocks. (Recorded January 4, 2022)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-from-markets-in-2022/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested...
2022-01-0410 minPodcasts from RBC Global Asset ManagementThe Fed and the yield curve: what are investors watching for?This episode, Stu Kedwell, Co-Head of North American Equities, discusses why the U.S. yield curve has flattened in recent months, and the bond and stock markets’ reactions to the possible recession risk. Stu also provides some thoughts on how to manage these pockets of volatility and maintain perspective going into 2022. (Recorded December 14, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-and-the-yield-curve-what-are-investors-watching-for/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-12-1410 minPodcasts from RBC Global Asset ManagementKeeping perspective through variant volatilityThe news of a new COVID-19 variant, Omicron, has shaken up certain areas of the market. Although much is still unknown, what is certain is that investors can benefit from riding out short-term challenges, focusing on the long term. This episode, Stu Kedwell, Co-Head of North American Equities, shares why adopting a long-term mindset is key for investors amid the market noise. Stu also provides some thoughts on Q4 Canadian bank earnings so far. (Recorded November 30, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/keeping-perspective-through-variant-volatility/detail.
2021-11-3009 minPodcasts from RBC Global Asset ManagementMarket news: Powell’s re-appointment, White House to release oil reserves, longer
inflation?This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest events and headlines in markets. He discusses the re-appointment of U.S. Fed Chair Jerome Powell, and whether or not inflation will stick around for longer than originally expected. Finally, Stu comments on President Biden’s recent announcement to release oil from the Strategic Petroleum Reserve in an effort to help lower prices and address supply issues. (Recorded November 23, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-powells-re-appointment-white-house-to-release-oil-reserves-longer-inflation/detail.RBC, GAM, RBC GA...
2021-11-2312 minPodcasts from RBC Global Asset ManagementMarket news: The Fed tightens taper timeline, OFSI removes restrictionsThis episode, Stu Kedwell, Co-Head of North American Equities, provides his thoughts on current events and developments. First, a look at what the U.S. Federal Reserve’s hawkish turn to raise interest rates before the end of 2022 could mean for investors. Stu then discusses the Office of the Superintendent of Financial Institutions’ (OSFI) recent decision to lift capital restrictions on Canadian banks imposed in the early days of the pandemic. (Recorded November 4, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-fed-tightens-taper-timeline-ofsi-removes-restrictions/detail.RBC, GAM...
2021-11-0410 minPodcasts from RBC Global Asset ManagementInside the consumer discretionary sectorThis episode, Stu Kedwell, Co-Head of North American Equities, is back for an overview of the consumer discretionary sector: how these stocks have performed recently, and the outlook ahead. Stu also covers the highlights of earnings season so far in the U.S. and Canada, including how Apple’s new privacy measures could impact a variety of technology-based businesses. (Recorded October 26, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/inside-the-consumer-discretionary-sector/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, pe...
2021-10-2609 minPodcasts from RBC Global Asset ManagementA conversation on consumer staplesThis episode, Stu Kedwell, Head of North American Equities, provides an in-depth look into the Consumer Staples sector. Stu also explains the role of these stocks in a portfolio, and how they perform across different market environments. (Recorded October 19, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-consumer-staples/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-10-1910 min
The Kent Non-League Football PodcastKent Non-League Podcast - Episode 186In this week's show we hear from Dover Athletic chairman Jim Parmenter on how he is refusing to write this season off, his search for investment and his support for manager Andy Hessenthaler. We also hear from a man who used to play under Hess but is now a boss himself - Danny Kedwell tells us how he's finding life in the dugout at Cray Wanderers. Plus we look ahead to this weekend's FA Cup fixtures and discuss all the rest of the news around the county. And we talk clickbait, Never Mind the Buzzcocks, Squid Games, gin and loads...
2021-10-141h 02Podcasts from RBC Global Asset ManagementThe tale of two financial sectorsMany U.S. banks are reporting impressive earnings in the third quarter. How will Canadian banks compare? This episode, Stu Kedwell, Co-Head of North American Equities, looks at what’s driving U.S. banks’ performance and what it tells us about Canada’s financial sector. Stu also discusses what a proposed raise in taxes for Canada’s big banks could mean for markets. (Recorded October 13, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-tale-of-two-financial-sectors/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights...
2021-10-1306 minPodcasts from RBC Global Asset ManagementInvesting in an inflationary environmentThis episode, Stu Kedwell, Co-Head of North American Equities, discusses how recent supply chain disruptions are driving up inflation, and how this will affect earnings. Stu also provides a view of the long-term impacts on bond and equity markets should these inflationary pressures persist. (Recorded October 5, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investing-in-an-inflationary-environment/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-10-0510 minPodcasts from RBC Global Asset ManagementAssessing short-term shifts in today’s marketThis episode, Stu Kedwell, Head of North American Equities, joins Dave to discuss what's been driving recent volatility in markets, from ongoing supply chain angst and central bank tapering, to China’s economic trajectory. Stu also talks about how these factors can impact the valuation of companies.(Recorded September 28, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/assessing-short-term-shifts-in-todays-market/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-09-2807 minPodcasts from RBC Global Asset ManagementA look back at late summer in marketsThis episode, Stu Kedwell, Co-Head of North American Equities, reflects on markets as of the end of summer, Delta variant implications, and the Fed’s discussions around tapering. Stu also talks about third-quarter earnings for Canadian banks, and how diversification across their business lines can help boost earnings as the economy reopens. (Recorded September 7, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-back-at-late-summer-in-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-09-0709 minPodcasts from RBC Global Asset ManagementThe Download: An overview of earnings seasonThis episode, Stu Kedwell, Co-Head of North American Equities, reflects on this quarter’s earnings reports and how the market has reacted to them. Stu also discusses what’s ahead for earnings in the fall, as companies brace for the Delta wave. (Recorded August 3, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-overview-of-earnings-season/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-08-0307 minPodcasts from RBC Global Asset ManagementThe Download: Maintaining perspective during market cyclesThis episode, Stu Kedwell, Co-Head of North American Equities, discusses some of the main factors behind the one-day market selloff at the start of the week – from delta variant concerns to the bond market drop. Stu also explains how day-to-day ups and downs can be a good opportunity for investors to reassess their asset allocation and risk tolerance as part of the long-term investment experience. (Recorded July 20, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-perspective-during-market-cycles/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, in...
2021-07-2008 minPodcasts from RBC Global Asset ManagementThe Download: What to expect this earnings seasonThe emergence of the delta variant and ongoing inflation concerns has likely dampened earnings expectations for more economically-sensitive companies. On the other hand, secular growth companies that have thrived during the pandemic, may have higher hopes. This episode, Stu Kedwell, Co-Head of North American Equities, shares his key considerations as companies roll out their second quarter earnings reports. (Recorded July 14, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-this-earnings-season/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally...
2021-07-1409 minPodcasts from RBC Global Asset ManagementThe Download: Focusing on The Fed, interest rates and financial marketsRising inflation continues to have an impact on interest rates. With the Federal Reserve possibly raising short-term rates in early 2023, what does this mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, covers the commentary from the FOMC meeting, and also discusses how the slope of the yield curve can help forecast future interest rate moves and economic activity. (Recorded June 23, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/focusing-on-the-fed-interest-rates-and-financial-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights...
2021-06-2312 minPodcasts from RBC Global Asset ManagementThe Download: FOMC recap and highlightsThis episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on the latest announcements from the Federal Reserve. Stu also talks about the recent move in interest rates, and what it means for investors in the near and long term as the economy recovers. (Recorded June 16, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fomc-recap-and-highlights/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-06-1608 minPodcasts from RBC Global Asset ManagementThe Download: A behind the scenes look at corporate boardsFrom ESG considerations to the role of private equity; these are just some of the key topics of discussion between portfolio managers and company management. Stu Kedwell, Co-Head of North American Equities, talks about the importance of engaging with companies to help guide decision-making and meet their near- and long-term objectives. (Recorded June 9, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-behind-the-scenes-look-at-corporate-boards/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-06-0908 minPodcasts from RBC Global Asset ManagementThe Download: Canadian banks: a soaring start to summerStu Kedwell, Co-Head of North American Equities, discusses what’s ahead for Canada’s big banks after a solid second quarter. Stu also takes a broader look across the Canadian market, and explains how other sectors, such as commodities, are contributing to strong performance and investor optimism. (Recorded June 1, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-banks-a-soaring-start-to-summer/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-06-0107 minPodcasts from RBC Global Asset ManagementThe Download: Taking stock of inflationThis episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the headlines around rising inflation, and discusses the key near- and long-term considerations for investors. Stu also previews what to expect from Canadian banks, as they begin to report their quarterly earnings. (Recorded May 25, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-stock-of-inflation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-05-2512 minPodcasts from RBC Global Asset ManagementThe Download: A mid-year market reviewThis episode, Stu Kedwell, Co-Head of North American Equities, discusses the short-and long-term factors he is thinking about to position his portfolios for the latter half of the year. Stu also shares his expectations for dividend stocks going forward. (Recorded May 11, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-mid-year-market-review/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-05-1107 minPodcasts from RBC Global Asset ManagementThe Download: Bringing the big picture into focusThis episode, Stu Kedwell, Co-Head, North American Equities, explains how broad macroeconomic conditions and market trends factor into the individual investment decisions he makes. Stu shares some important considerations portfolio managers think through when choosing which companies to invest in for long-term success. (Recorded May 5, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bringing-the-big-picture-into-focus/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-05-0505 minPodcasts from RBC Global Asset ManagementThe Download: What’s driving the market rotation?This episode, Stu Kedwell, Co-Head of North American Equities, shares his views on the evolving market landscape, particularly the recent growth-to-value shift. Stu also discusses the importance of considering both growth and value companies when investing, and the tools he uses to find potential opportunities. (Recorded April 27, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-the-market-rotation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-04-2705 minPodcasts from RBC Global Asset ManagementThe Download: Managing portfolios through headlinesStu Kedwell, Co-Head of North American Equities, shares his thoughts on recent headlines – from the Biden administration possibly raising capital gains tax, to the takeaways from the federal budget. Stu also explains his process of managing portfolios amidst the ever-changing news cycle. (Recorded April 22, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-portfolios-through-headlines/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-04-2209 min
The Kent Non-League Football PodcastKent Non-League Podcast - Episode 167A packed show for you this week following the news that the FA plan to move on with plans to restructure parts of the non-league pyramid. We speak to Corinthian manager Michael Golding, whose side look set to be promoted to the Isthmian League following the news, and he tells us his hopes and the challenges that await. New Cray Wanderers boss Danny Kedwell tells us why the time was right for him to take on his first managerial role and what we can expect from his side. Deal Town's Steve King reflects on their FA Vase exit and there's...
2021-04-151h 10Podcasts from RBC Global Asset ManagementThe Download: What’s fueling U.S. bank earnings?This episode, Stu Kedwell, Co-Head of North American Equities, looks at the strong first quarter results from America’s top banks and what they could signal for Canadian investors. Stu also discusses the current holding period of recovery we’re in, and the ‘sparks’ – from vaccine success to robust infrastructure programs – needed to reignite economic activity. (Recorded April 15, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-fueling-us-bank-earnings/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-04-1507 minPodcasts from RBC Global Asset ManagementThe Download: First quarter reviewThis episode, Stu Kedwell, Co-Head of North American Equities, recaps the events of the first quarter -- from accelerated vaccine rollouts to rising bond yields. Stu also shares his thoughts on where interest rates could go for the rest of the year, and what investors should consider. (Recorded April 6, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/first-quarter-review/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-04-0609 minPodcasts from RBC Global Asset ManagementThe Download: Making sense of markets and margin callsStu Kedwell, Co-Head-North American Equities, joins Dave to discuss the fallout around the Archegos hedge fund default. Stu also highlights how this event serves as an important reminder for investors to look beyond near-term bumps and maintain a long-term perspective. (Recorded March 30, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/making-sense-of-markets-and-margin-calls/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-03-3006 minPodcasts from RBC Global Asset ManagementThe Download: A look at rising rates and dividend stocksThis episode, Stu Kedwell, Co-Head of North American Equities, discusses the positive and negative impacts higher interest rates can have on high yielding dividend stocks. Stu also explains dividend growth, and why it can be a powerful tool for long-term investors. (Recorded March 23, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-rising-rates-and-dividend-stocks/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-03-2306 minPodcasts from RBC Global Asset ManagementThe Download: Lessons in lockdown, one year laterIt’s been a year since most of the world went into lockdown. What have we learned since then? Stu Kedwell, Co-Head, North American Equities, looks back at the lessons investors can take away from lockdown. Stu also explains how having a strategy, such as dollar-cost averaging, can help investors remain disciplined and find opportunities in times of uncertainty. (Recorded March 16, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lessons-in-lockdown-one-year-later/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, pe...
2021-03-1607 minPodcasts from RBC Global Asset ManagementThe Download: Maintaining momentumStu Kedwell, Co-Head, North American Equities, joins Dave for a deep-dive into the concept of momentum, and how it’s factored into active management as market narratives shift. (Recorded March 9, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-momentum/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-03-0907 minPodcasts from RBC Global Asset ManagementThe Download: Understanding U.S. Treasury yieldsThis episode, Stu Kedwell, Co-Head, North American Equities, takes a closer look at the factors behind the sudden spike in U.S Treasury yields last week, and what it means for investors in bond and equity markets. (Recorded March 2, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-us-treasury-yield/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-03-0208 min
Podcasts from RBC Global Asset ManagementThe Download: Checking in on Canadian banksThis episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. (Recorded February 24, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-02-2406 minPodcasts from RBC Global Asset ManagementThe Download: Insights from RBC GAM’s Investment Strategy CommitteeThis 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
2021-02-1606 minPodcasts from RBC Global Asset ManagementThe Download: The Bucketing opportunity in the stock marketAs earnings season rolls on, it’s clear that tech giants continue to lead the market. But there are other areas of the market investors should think about. Stu Kedwell, Co-Head, North American Equities, discusses three broad categories of stocks that could present opportunities for investors, and why a good mix of each is the bedrock of a portfolio. (Recorded February 3, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bucketing-opportunity-in-the-stock-market/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, pe...
2021-02-0306 minPodcasts from RBC Global Asset ManagementThe Download: How to maintain focus during market maniaIn a week of exciting headlines and soaring stock prices, how can investors avoid distractions and stick to their long-term plan? Stu Kedwell, Co-Head, North American Equities, joins Dave to chat about what’s been going on in markets recently, and his tips on how to tune out short-term speculation. (Recorded January 26, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-to-maintain-focus-during-market-mania/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-01-2607 minPodcasts from RBC Global Asset ManagementThe Download: Inside the commodity comebackA weaker U.S dollar and increased demand are leading reasons why stocks in oil, mining, and agriculture have rallied in recent weeks. Stu Kedwell, Co-Head, North American Equities, explains how the surge is tied to promising economic growth forecasts, and what it could mean for the broader Canadian market. (Recorded January 19, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/inside-the-commodity-comeback/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-01-1905 minPodcasts from RBC Global Asset ManagementThe 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...
2021-01-1406 minPodcasts from RBC Global Asset ManagementThe Download: How to invest for success in 2021A new year means new opportunities and new challenges – some we can’t begin to predict. With a tumultuous 2020 behind us, how can investors prepare for 2021? Stu Kedwell, Co-Head, North American Equities, discusses why having a robust financial plan – tailored for multiple different outcomes – should be on every investor’s list of New Year’s resolutions. (Recorded January 5, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-to-invest-for-success-in-2021/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2021-01-0507 minPodcasts from RBC Global Asset ManagementThe Download: Reflections on an eventful yearStu Kedwell, Co-Head of North American Equities, joins Dave to recap some key lessons investors can take away from 2020, including the importance of looking at all possible outcomes, and maintaining long-term optimism. (Recorded December 15, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflections-on-an-eventful-year/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-12-1507 minPodcasts from RBC Global Asset ManagementThe Download: How high profile stocks are consideredTesla's entry into the S&P 500 has garnered strong investor interest. As an active manager, Stu Kedwell, Co-Head, North American Equities, shares how his team considers high profile stocks. He looks at various growth scenarios for Tesla, and talks about what a bear or bull case could look like. (Recorded December 8, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-high-profile-stocks-are-considered/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-12-0809 minPodcasts from RBC Global Asset ManagementThe Download: Behind the bank stock rallyFollowing some volatility towards the end of November, the rebound in global markets is being led by a broad range of stocks and sectors. With bank stocks rallying, Stu Kedwell, Co-Head, North American Equities, shares how Canadian banks are looking beyond the pandemic – and why investors may want to follow suit. (Recorded December 1, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-bank-stock-rally/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-12-0107 minPodcasts from RBC Global Asset ManagementThe Download: Why dividends deliverWhen markets are unpredictable, dividend stocks can help provide consistent cash flow to investors. This episode, Stu Kedwell, Co-Head, North American Equities, discusses the important role dividends can play in investors’ portfolios, especially as growth opportunities emerge over time. (Recorded November 18, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-dividends-deliver/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-11-1807 minPodcasts from RBC Global Asset ManagementThe Download: What is market news?To honour late Canadian TV icon Alex Trebek, this episode, Stu Kedwell, Co-Head North American Equities is quizzed on the latest market headlines, from COVID-19 vaccine updates to U.S. election results. (Recorded November 12, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-is-market-news/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-11-1207 minPodcasts from RBC Global Asset ManagementThe Download: Making the case for dollar-cost averagingAs markets react to the latest headlines around politics and the economy, it can be easy to lose sight of the long-term. Enter dollar-cost averaging. Stu Kedwell, Co-Head, North American Equities, explains how this strategy can help investors stick to their investment plan, and ride through any type of market weather. (Recorded October 29, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/making-the-case-for-dollar-cost-averaging/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-10-2907 minPodcasts from RBC Global Asset ManagementThe Download: The view on value stocksThis episode Stu Kedwell, Co-Head, North American Equities, compares three broad categories of value stocks. Stu also explains how external factors, like enhanced stimulus and vaccine development, may provide the boost needed for them to bounce back. (Recorded October 21, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-view-on-value-stocks/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-10-2106 minPodcasts from RBC Global Asset ManagementThe Download: Finding balance between balance sheetsDespite tumultuous market conditions this year, some companies have prospered through the uncertainty. Meanwhile, others were not so lucky. But, as Stu Kedwell, Co-Head, North American Equities, says: fantastic businesses do not always equal fantastic stocks. This episode, Stu breaks down some considerations to think about to before buying stocks, and why evaluating odds can be key to success. (Recorded October 14, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-balance-between-balance-sheets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives...
2020-10-1410 minPodcasts from RBC Global Asset ManagementThe Download: What’s new in market news?From the latest developments in U.S. politics, to the outlook on Canadian banks – a new week means a new cycle of headlines. This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to share his thoughts on a roundup of key topics that may be top of mind for investors. (Recorded October 7, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-new-in-market-news/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-10-0709 minPodcasts from RBC Global Asset ManagementThe Download: Strategies for uncertain timesThe revolving door of news on the political, economic, and healthcare fronts can spark fear for some. Yet, markets are already looking ahead. Stu Kedwell, Co-Head, North American Equities, discusses how remaining focused with a well-thought-out approach can help investors tune out the headline noise. (Recorded September 30, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/strategies-for-uncertain-times/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
2020-09-3008 minPodcasts from RBC Global Asset ManagementThe 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...
2020-09-2208 minPodcasts from RBC Global Asset ManagementThe Download: Change of seasons: what to plan for this fallA 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
2020-09-1608 minPodcasts from RBC Global Asset ManagementThe 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...
2020-09-0806 min
The Kent Non-League Football PodcastKent Non-League Podcast - Episode 134We're back for the fourth season of the Kent Non-League Podcast! We look ahead to the start of the season for our SCEFL clubs on Tuesday, with FA Cup games on the way. New Sheppey United striker Jack Midson tells us about his move to the Ites and hopes for the new campaign. And Hollands & Blair boss Simon Halsey tells us about his hopes for the new campaign after signing Danny Kedwell. Plus there's all the rest of the news from around the county, with even time for some breaking news mid-show... Hosted on Acast. See acast.com/privacy...
2020-08-281h 10Podcasts from RBC Global Asset ManagementThe 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
2020-08-1106 minPodcasts from RBC Global Asset ManagementThe Download: Q2 earnings season: adapting to changeCOVID-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
2020-08-0606 minPodcasts from RBC Global Asset ManagementThe Download: Moving forward: how to get off the sidelinesThe 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
2020-07-2806 minPodcasts from RBC Global Asset ManagementThe Download: What to watch for this earnings seasonLast 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...
2020-07-2106 minPodcasts from RBC Global Asset ManagementThe 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...
2020-07-0707 minPodcasts from RBC Global Asset ManagementThe Download: Taking back your purchasing powerWhen 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...
2020-06-3006 minPodcasts from RBC Global Asset ManagementThe Download: Open for (online) businessAs 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...
2020-06-2305 minPodcasts from RBC Global Asset ManagementThe Download: Views on volatilityWhen 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...
2020-06-1606 minPodcasts from RBC Global Asset ManagementThe Download: Shopping for successful outcomesFrom showing up early, to preparing and sticking to a list of necessities – managing portfolios is a lot like going shopping. Inspired by a recent trip to the hardware store, Stu Kedwell, Co-Head, North American Equities, discusses his portfolio construction process, and why it’s not only about identifying good companies to invest in, but also understanding what’s required for these companies’ share prices to be successful. (Recorded June 9, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shopping-for-successful-outcomes/detail.RBC, GAM, RBC GAM, RBCGAM...
2020-06-0905 min
The Football MusketeersThe Football Musketeers with Danny KedwellWe discuss how Kedwell rose through the lower leagues to later guide AFC Wimbledon and then boyhood club Gillingham to promotion campaigns.
Danny then takes on the club goal challenge, how many will he guess correctly?
Quick-fire questions to finish!
2020-06-0327 minPodcasts from RBC Global Asset ManagementThe Download: Q2 earnings: what we’re seeing from Canadian banksThis episode, we continue the discussion around quarterly earnings reports with a look at the results of Canada’s top banks. Stu Kedwell, Co-Head, North American Equities, details the three major themes he’s paying attention to affecting the financial sector as a whole, including banks’ capital positions, when their loan deferrals will end, and what their earnings power will be on the other side of this pandemic. (Recorded June 2, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/q2-earnings-what-were-seeing-from-canadian-banks/detail.RBC, GAM, RBC GAM, R...
2020-06-0206 minPodcasts from RBC Global Asset ManagementThe Download: Q2 earnings: perspectives on an uneven recoveryEarnings season kicked off on Tuesday, with Scotiabank reporting their results for the second quarter. Not surprisingly, the results speak to how heavily hit the Canadian financial industry has been during this pandemic. Globally, certain sectors are rebounding faster than others. For investors focused only at home, this may lead to missed opportunities. Stu Kedwell, Co-Head, North American Equities, shares how earnings season results highlight the importance of a well-diversified portfolio in this period of uneven recovery. (Recorded May 26, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights...
2020-05-2605 min
Inside The Changing RoomDanny Kedwell - Inside The Changing Room #3On this week's episode of Inside The Changing Room, we sit down with former AFC Wimbledon, Gillingham, Ebbsfleet United and current Havant & Waterlooville striker Danny Kedwell. Danny speaks about his two promotions with Wimbledon, his title winning year with his boyhood club Gillingham and his play-off winning season with Ebbsfleet United.
2020-05-251h 23Podcasts from RBC Global Asset ManagementThe Download: Unpacking the U.S. stock market surgeOn 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...
2020-05-1904 minPodcasts from RBC Global Asset ManagementThe Download: The forecast after first quarter earningsWhile 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
2020-05-1205 minPodcasts from RBC Global Asset ManagementThe Download: Wise words from Warren BuffettIn 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
2020-05-0605 min
In The BoxIn The Box with Danny Kedwell - 'My Dream 11'.In The Box with Danny Kedwell - 'My Dream 11'. Luke Rooney from In The Box catches up with old team mate Danny Kedwell to discuss who he would have in his Dream 11 from players that he has played with throughout his career & why. Danny, whose previous clubs include, Gillingham and AFC Wimbledon gives us the low down on his best 11, which include two now Premier League players! But who are they? Danny also offers advice to young players making their way in the game!
2020-05-0645 min
The Gills FancastThe Gills Fancast Meets... Danny KedwellIn the latest episode of The Gills Fancast meets, we are joined by boyhood fan and title winner Danny Kedwell.
2020-05-031h 12Podcasts from RBC Global Asset ManagementThe Download: Looking beyond the bad newsIn 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...
2020-04-2805 minPodcasts from RBC Global Asset ManagementThe Download: A historic hit to oil pricesOn 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...
2020-04-2205 minPodcasts from RBC Global Asset ManagementThe Download: Q1 2020 earnings reports: What to watch forAs 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...
2020-04-1304 minPodcasts from RBC Global Asset ManagementThe Download: Behind the rally: insights from Stu KedwellDoes 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
2020-04-0704 min
Money Moves: Conversations about InvestingEpisode 3: How to be ok with riskMost people are inherently risk averse, but all investing involves an element of risk. So how do you balance the two? Melissa shares stories about her risk tolerance and we hear from her husband about his introduction into the stock market at 17. Plus, Melissa talks with Stu Kedwell of RBC’s global asset management about building investor resilience.
2020-03-0400 minPodcasts from RBC Global Asset ManagementPersonally Invested: Amidst volatile markets, consistency is keyStu 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
2019-10-0122 min
The Kent Non-League Football PodcastKent Non-League Podcast - Episode 36What a show this week - our longest to date with just over an hour of non-league goodness and no fewer than seven interviews. Matt and Jon took up residence in their favourite beer garden for the third time to do a live record, with Daryl McMahon and Danny Kedwell reflecting on Ebbsfleet United's 2-1 win over Dover Athletic, three interviews from another Kent derby where Folkestone Invicta faced Margate and all the rest of the reaction to a pivotal Easter Monday. There's also a look ahead to the Kent Senior Trophy Final, and, just for once, not a word...
2018-04-041h 03
Right of Reply - QIAA - Queen's UniversityEpisode 13: Global Health (Patterns and Challenges)This episode originally aired on Wednesday, March 27th on CFRC 101.9fm in Kingston. We first spoke to Dr. Mark Rosenberg, professor of Geography at Queen's University. We discussed patterns in global health including growing population density, urbanization, and the aging of populations worldwide. We spoke about the willingness and ability of legislators internationally and in Canada in particular to affect change in the health system as well as regarding detrimental effects of climate change on health. Our second interview is with Emily Kedwell, RN at Quest Community Health Centre in St. Catherines, ON. We spoke to Emily about the...
2013-03-281h 00