Podcasts from RBC Global Asset Management

The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest economic and labour market data. (Recorded: September 6, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/signaling-a-soft-landing/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why it’s important for investors to recognize the “ripple effects” that come with investing in particular stocks or sectors, and how doing so can help capture potential opportunities in the market. (Recorded: September 5, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ripples-of-opportunity/detail/.

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China’s post-pandemic economic recovery has stalled. Retail sales have weakened, international trade is in a free-fall and housing problems continue to mount. How will these headwinds impact growth in the short and long term? What steps are policymakers taken to help revive activity? This episode, Chief Economist Eric Lascelles, weighs in on the path ahead for China’s economy. (Recorded: August 31, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-chinas-economy/detail/.

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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/.

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Will the economy continue to slow? How will this impact the outlook for earnings growth? This episode, Stu Kedwell, Co-Head of North American Equities, returns to discuss the recent events in markets, and the key investment themes investors can keep top-of-mind as we enter the fall. (Recorded: August 30, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/change-of-seasons-change-in-markets/detail/.

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This episode, Chief Economist Eric Lascelles breaks down the latest Canadian and U.S. jobs market numbers and what they indicate for the broader economy. Eric also discusses the impact of falling inflation on wage pressures, and whether the era of interest rate increases is finally ending. (Recorded: August 4, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/running-through-the-latest-in-labour-markets/detail/.

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Will Canada’s energy transition help or hurt its economy and stock market? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, catches us up on the latest in Canadian equities and the outlook for the energy sector in this period of change. (Recorded: August 1, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadas-energy-transition-headwind-or-opportunity/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the challenges of balancing risk and reward for long-term investors in the short-term “no man's land” of today’s markets. Stu also explains how sentiment can play a significant role in the decision-making process, and why understanding these dynamics can help investors make informed choices. (Recorded: July 27, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weighing-market-sentiment-and-balancing-risk-and-reward/detail/.

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This episode, Dagmara Fijalkowski, Head of Global Fixed Income & Currencies, provides an update on bond markets, shares her outlook for inflation and the timing of a terminal rate, and explains tactical changes she’s made in her portfolios as a response to the current environment. Dagmara also examines the effects of U.S. dollar weakness on global currencies. (Recorded: July 21, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-going-on-in-bonds/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, catches us up on how markets have been performing so far this summer. Stu also shines a light on some reasons for optimism and how investors can capitalize on them with an effective dollar cost averaging strategy. (Recorded: July 20, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/optimizing-market-opportunities-embracing-long-term-success-with-dollar-cost-averaging/detail/.

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