Podcasts from RBC Global Asset Management

The labour market is looking healthy, but anticipation for recession remains. This episode, Chief Economist Eric Lascelles, discusses the latest job market data and what it means for the economy. Eric also talks about signs that the Canadian housing market is recovering. (Recorded: June 2, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/resilient-labour-market-continues-to-wait-for-recession-signal-/detail/.

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This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the current state of the Canadian equity market. Scott chats about how a slowing economy weighs more heavily on cyclical sectors like commodities and financials in the near term, but also how these sectors could be well positioned to bounce back over the long term. (Recorded: May 24, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-canadian-equity-markets-holding-up-against-a-slowing-economy/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, shares some early observations on North American bank earnings so far. Stu also draws comparisons between Canadian and U.S. markets, noting the challenges facing cyclical stocks and how AI technology is providing a boost to stock market performance in the U.S. (Recorded: May 24, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tracking-trends-in-the-north-american-banking-sector/detail/.

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Chief Economist Eric Lascelles discusses lending conditions as an indicator for a recession before sharing insights around small and mid-sized U.S. banks. (Recorded: May 9, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lending-conditions-and-bank-liquidity-in-us-economy/detail/.

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After sharing Italian travel stories, Stu Kedwell, Co-Head of North American Equities, discusses how his team is improving the odds of an overall portfolio over the long-term. (Recorded: May 9, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-a-negative-into-a-positive-with-a-long-term-view/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, provides his views on earnings season so far, the challenges companies may face in the second half of the year, and what it all means for investors. (Recorded: April 26, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-season-so-far-and-the-outlook-ahead/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses U.S. bank earnings last quarter, and how banks and corporate real estate lending could be affected by hybrid return-to-work models. (Recorded: April 18, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bank-earnings-and-the-future-of-corporate-real-estate/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the latest inflation report out of the U.S., what it means for the future of interest rates, and how the yield curve is affected. Stu also reviews Canadian dividend stocks, and why they can be an attractive investment option for today’s market environment. (Recorded: April 12, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dividend-investing-in-a-time-of-inflation-and-changing-interest-rates/detail/.

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This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, offers her perspective on the state of today’s markets, interest rate policies, and recession. She also provides her thoughts on how she is adjusting her asset mix to reflect these evolving scenarios. (Recorded: March 31, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-a-multi-asset-portfolio-amid-heightened-uncertainty/detail/.

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This episode, Stu Kedwell, Co-Head of North American Equities, talks about some of the tools that central banks can use to help stabilize the market during downturns. Stu also explains why current market conditions are a perfect example of why it’s important for investors to prepare their portfolios for a variety of scenarios. (Recorded: March 31, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-central-banks-can-combat-market-turbulence/detail/.

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