Podcasts from RBC Global Asset Management Podcast
1) Signaling a soft landing?
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 la...Show More
2) Ripples of opportunity
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, an...Show More
3) 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 diversif...Show More
4) What’s ahead for China’s economy?
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...Show More
5) Change of seasons, change in markets
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,...Show More
6) Running through the latest in labour markets
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 infl...Show More
7) Canada’s energy transition: headwind or opportunity?
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...Show More
8) Weighing market sentiment and balancing risk and reward
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 “nomads land” of today’s markets. Stu als...Show More
9) What’s going on in bonds?
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 tactic...Show More
10) Optimizing market opportunities: Embracing long-term success with dollar cost averaging
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 invest...Show More