This 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

Podcasts from RBC Global Asset Management

The Download: The view on value stocks

Despite 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, personally invested

Finding balance between balance sheets

President Trump’s announcement that he will pause stimulus negotiations until ‘after the election’ has caused a stir in markets. What could this mean from an economic standpoint? RBC GAM’s Chief Economist Eric Lascelles discusses the role relief measures have played in the U.S. economic recovery thus far. Eric also breaks down the key differences in Canada’s stimulus story. (Recorded October 8, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-focus-on-fiscal-stimulus/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

The focus on fiscal stimulus

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

What’s new in market news?

The 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

Strategies for uncertain times

Historically, it’s common to see more volatility in markets this time of year. But in a year unlike any other, how can investors plan ahead? RBC GAM’s Chief Investment Officer Dan Chornous provides an overview of the drivers behind recent market activity. Dan also discusses the value of advice during uncertain times and how it can help investors stay focused on their long-term goals. (Recorded September 28, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/pause-and-refresh-whats-next-in-the-market/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Pause and refresh: what’s next in the market

Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Asset Management, joins Dave for a discussion about convertible bonds. Pierre explains the important role this asset class plays in a diversified portfolio, particularly given the uncertainty of the current market environment. (Recorded September 24, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-convertible-bonds/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

A conversation on convertible bonds

Recently, the Federal Reserve announced it will change its approach to monetary policy in order to target an inflation rate that may average above 2% over time. What does this change mean for investors? RBC GAM’s Chief Economist, Eric Lascelles, weighs in. (Recorded September 23, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/notes-on-the-feds-new-mandate/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Notes on The Fed’s new mandate

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, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Is this Tech Bubble 2.0?

David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave for an update on the latest Brexit developments – including a look at how the move faces new implications under international law. David also shares an outlook on the U.K. economy, as it braces for a potential second wave. (Recorded September 18, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-brexit-battle-continues/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

The Brexit battle continues

A 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

Change of seasons: what to plan for this fall

Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management, talks about the role of active portfolio management in the case of Argentina’s debt default in May. Despite the country’s history of defaults, Polina explains how the strategies used by her team can help achieve positive outcomes for investors. (Recorded September 10, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-management-in-emerging-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Active management in emerging markets

Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, explains the recent tactical shift in her portfolios and why she has added to equities. She also talks about recent volatility and how she is positioning portfolios with the longer-term in mind. (Recorded September 10, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-tactical-asset-allocation/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Talking tactical asset allocation

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, perspectives, personally invested

Canadian banks: on the way back?

This episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, talks about why she recently adjusted the strategic regional equity weights across her portfolios and the benefits of looking beyond Canadian borders for investment opportunities. (Recorded August 20, 2020)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-strategic-approach-to-world-wise-investing/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

A strategic approach to world-wise investing

Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives

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Podcasts from RBC Global Asset Management

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