With equity markets reaching all-time highs, and bond yields on the rise, investing in today’s markets can be difficult to navigate. In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses the challenges of the current market environment and shares some ways investors can diversify their portfolios for the road ahead. (Recorded October 20, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-portfolios-for-the-road-ahead/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Podcasts from RBC Global Asset Management

Preparing portfolios for the road ahead

This episode, Stu Kedwell, Head of North American Equities, provides an in-depth look into the Consumer Staples sector. Stu also explains the role of these stocks in a portfolio, and how they perform across different market environments. (Recorded October 19, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-conversation-on-consumer-staples/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

A conversation on consumer staples

Many U.S. banks are reporting impressive earnings in the third quarter. How will Canadian banks compare? This episode, Stu Kedwell, Co-Head of North American Equities, looks at what’s driving U.S. banks’ performance and what it tells us about Canada’s financial sector. Stu also discusses what a proposed raise in taxes for Canada’s big banks could mean for markets. (Recorded October 13, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-tale-of-two-financial-sectors/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

The tale of two financial sectors

This episode, Chief Economist Eric Lascelles runs down the list of the latest economic trends, including recent job numbers and labour market insights in the U.S. and Canada. Eric also dives into the buzz around “stagflation”, and shares his thoughts on why the current state of the economy does not fit the definition. (Recorded October 12, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-job-recovery-slows-canadian-employment-bounces-back/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Economic update: U.S. job recovery slows, Canadian employment bounces back

Recent reports have reinforced that many countries remain far off from hitting their Paris Agreement goals. What are the possible implications of missed climate targets for both countries and companies? In this podcast, Freddie Fuller, European Equity Product Specialist, and James Jamieson, Portfolio Manager, RBC Global Asset Management (UK) Limited, explore the impact of climate wars around the world. (Recorded October 7, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climate-wars-implications-for-countries-and-corporates/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Climate wars: implications for countries and corporates

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how recent supply chain disruptions are driving up inflation, and how this will affect earnings. Stu also provides a view of the long-term impacts on bond and equity markets should these inflationary pressures persist. (Recorded October 5, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investing-in-an-inflationary-environment/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Investing in an inflationary environment

The shift to contactless, online technologies has transformed the way companies do business, and how consumers pay for the goods and services they provide. This episode, Dominic Wallington, Head of European Equities, RBC Global Asset Management (UK) Limited, discusses the evolving world of digital payment systems, and how innovations in technology will shape the future of transactions going forward. (Recorded September 30, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tapping-into-digital-payment-systems/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Tapping into digital payment systems

Why are Chinese regulators tightening restrictions across many sectors? Are these measures good or bad for markets? Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, provides an in-depth look at the situation in China, the short- and long-term impacts, as well as the future of its second- largest property developer, Evergrande. Phillippe also talks about ESG in emerging markets, and the key areas of focus in his portfolios, like green infrastructure.(Recorded September 29, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-does-chinas-regulatory-crackdown-mean-for-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Assessing short-term shifts in today’s market

This episode, Stu Kedwell, Head of North American Equities, joins Dave to discuss what's been driving recent volatility in markets, from ongoing supply chain angst and central bank tapering, to China’s economic trajectory. Stu also talks about how these factors can impact the valuation of companies.(Recorded September 28, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/assessing-short-term-shifts-in-todays-market/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

From pipeline plans to profitability – the Canadian energy sector is undergoing a transformation. What do investors need to know? This episode, Scott Lysakowski, Head of Canadian Equities at Phillips, Hager & North Investment Management, discusses the key factors that are reshaping the sector, including the rising demand for ESG integration.(Recorded September 17, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/embracing-esg-opportunities-in-the-energy-sector/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Embracing ESG opportunities in the energy sector

In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, talks about the current market environment and why we have reduced our allocation to fixed income within portfolios over the summer. Sarah also shares her outlook for equities and why she has maintained a bias toward risk within her portfolios. (Recorded September 15, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-your-portfolio-for-policy-normalization/detail.

Positioning your portfolio for policy normalization

This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, provides an update on the technology sector. He explains how he is managing the space amidst the shifting growth versus value market narrative, and the ongoing challenges of the pandemic. Marcello also talks about how tech companies have become key infrastructure players, and if he thinks the strong earnings will continue into 2022. (Recorded September 10, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/more-growth-in-store-for-the-technology-sector/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

More growth in store for the technology sector?

This episode, Chief Economist Eric Lascelles joins Dave for a comprehensive discussion on range of economic themes and developments, including underwhelming U.S job numbers, downgraded growth forecasts, and Canada’s cooling housing market. Eric also shares some early thoughts ahead of the federal election. (Recorded September 8, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-on-our-economic-radar-this-fall/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

What’s on our economic radar this fall?

This episode, Stu Kedwell, Co-Head of North American Equities, reflects on markets as of the end of summer, Delta variant implications, and the Fed’s discussions around tapering. Stu also talks about third-quarter earnings for Canadian banks, and how diversification across their business lines can help boost earnings as the economy reopens. (Recorded September 7, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-back-at-late-summer-in-markets/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

A look back at late summer in markets

As we continue to see growing inflows for ESG investors, it might have been a surprise to many that during the COVID-19 pandemic ESG ratings did not appear to provide the risk mitigation benefits investors had hoped for. We explore the possible reasons behind this and how, despite the ESG ratings, active analysis of intangible assets can provide additional benefits to investors. (Recorded August 12, 2021)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/esg-in-a-time-of-crisis/detail.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

ESG in a time of crisis

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