Podcasts from RBC Global Asset Management

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how to make sense of current market conditions, and why a dollar-cost averaging strategy can help minimize the impact of short-term volatility and help investors maintain long-term focus. (Recorded: February 16, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-a-dollar-cost-averaging-strategy-in-unpredictable-markets/detail.

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how statistics can be used to help make educated guesses on future trends in the Canadian stock market. Scott also weighs in on the factors that are shaping commodity markets in Canada, and whether a weaker U.S. dollar will impact the loonie. (Recorded: February 8, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-commodities-and-the-canadian-market/detail.

January’s U.S. jobs report soared above expectations, with the lowest unemployment rate in over 50 years. Yet, stocks fell last Friday in response to the news. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market reaction to these positive employment numbers, and if this will change the direction of interest rates. Stu also talks about earnings reports so far this quarter, and what it says about these broader economic themes at play. (Recorded: February 6, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-after-strong-us-jobs-report/detail.

This episode, Chief Economist Eric Lascelles discusses why the U.S. job market is still so strong, despite recession warning signs elsewhere in the economy. Eric also weighs in on other topics, including the Federal Reserve’s latest interest rate hike, and the outlook for the Canadian economy. (Recorded: February 3, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-labour-market-holds-steady-despite-recession-risk/detail.

Cryptocurrencies have enjoyed a great start to the year. What’s causing this rally? Can it last? This episode, Karim Hamasni, Director, Crypto Asset Innovation, breaks down what’s going on in the crypto market today, and some of the key drivers that are propelling this movement. Karim also discusses key longer-term themes and potential risks for the asset class, including reforms to current regulation. (Recorded: January 27, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-will-the-crypto-market-look-like-in-2023/detail.

After a rough year, technology stocks are having a solid start to 2023. Are brighter days ahead for the sector? Or is the tech bubble on the verge of bursting? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the tech market shake-up, and what it could mean for investors. Stu also shares insight into technical analysis and how he analyzes market trends to make decisions. (Recorded: January 27, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-about-the-tech-market-and-technical-analysis/detail.

This episode, Stu Kedwell, Co-Head of North American Equities, provides a brief overview of scenario analysis to explain how he anticipates companies to perform under various market and economic conditions. (Recorded: January 17, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pricing-in-different-market-scenarios/detail.

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios – particularly around fixed income – coming out of the turbulence of 2022. Sarah also reflects on the tactical asset changes she’s made to her portfolios in response, and revisits her ten basic truths of investing for 2023. (Recorded: January 16, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-value-of-active-management-whats-next-for-2023/detail.

This episode, Chief Economist Eric Lascelles weighs in on the mixed macroeconomic outlook for the year ahead. Eric discusses the latest employment data, recession timing, whether interest rates will peak, and what it will take to revive the Canadian housing market. (Recorded: January 13, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-is-the-economy-headed-in-2023/detail.

This episode, Stu Kedwell, Co-Head of North American Equities, reflects on the last few weeks of market headlines in 2022. Stu also shares what he is thinking about for portfolios in 2023, including the possible opportunities for Canadian investors amid a slower U.S. dollar. (Recorded: January 10, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/north-american-equities-looking-back-and-looking-ahead/detail.