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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/podcast…
 
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 …
 
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,…
 
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 thi…
 
Core inflation in the U.S. continues to turn lower. How are markets responding? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how investors can navigate this changing economic landscape and the importance of consistent and disciplined investment process. Stu also highlights how dividend stocks have held up in the inflatio…
 
The stability of energy stocks, and the recent decline in oil prices has made for an interesting trend in the sector. (Recorded: December 9, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-behind-the-oil-slowdown/detail.By RBC Global Asset Management (RBC GAM)
 
This episode, Stu Kedwell, Head of North American Equities, takes a look at year-end earnings from Canadian banks, and what these results could signal for the broader economy. (Recorded: December 6, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks…
 
Despite signs of weakness elsewhere in the economy, job numbers have been quite resilient over the last few months. How long can the labour market hold out?(Recorded: December 2, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/labour-market-resilience-amid-looming-recession/d…
 
What does a potentially slower pace of rate hikes mean for markets? This episode, Stu Kedwell, Co-Head of North American Equities, unpacks the latest news from the U.S. Federal Reserve and the forecast for earnings amid economic uncertainty. (Recorded: November 30, 2022) To view the transcript and disclosure for this podcast, please visit https://w…
 
This episode, Sarah Riopelle, Vice President amp; Senior Portfolio Manager, Investment Solutions, discusses the current investment environment, and what investors could expect in 2023 amid elevated recession risk. (Recorded: November 25, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights…
 
This episode, Stu Kedwell, Co-Head of North American Equities, dives into the math behind the saying “buy fear, sell cheer,” and analyzes the changing dynamics between equity and fixed income returns in today’s investing landscape. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ca…
 
This episode, Stu Kedwell, Co-Head of North American Equities, discusses the age-old concept of “buying low and selling high”, and its potential long-term value for investors as they navigate today’s market risks. To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/putting-money-to-wor…
 
This episode, Karim Hamasni, Director, Crypto Asset Innovation, discusses the rise and sudden fall of Futures Exchange (FTX), once one of the largest crypto-trading companies in the world, and the potential implications facing the already-challenged cryptocurrency industry. To view the transcript and disclosure for this podcast, please visit https:…
 
Labour markets in Canada and the U.S. continued on a hot streak in October, according to the latest job reports. Generally, that’s good news for the economy. But for central banks’ fight to end inflation, it may be another sign there’s still more work to do. This episode, Chief Economist Eric Lascelles discusses these conflicting economic indicator…
 
Labour markets in Canada and the U.S. continued on a hot streak in October, according to the latest job reports. Generally, that’s good news for the economy. But for central banks’ fight to end inflation, it may be another sign there’s still more work to do. This episode, Chief Economist Eric Lascelles discusses these conflicting economic indicator…
 
This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on the mixed performance of the Canadian market this year, and what’s ahead in light of a slowing economy and growing recession risk. (Recorded: October 21, 2022) To view the transcript and di…
 
This episode, Stu Kedwell, Co-Head of North American Equities, talks about the latest moves in equity markets, the downward trend in bonds, and why time in the market is key to a long-term investment plan for when markets eventually bounce back. (Recorded: October 25, 2022) To view the transcript and disclosure for this podcast, please visit https:…
 
This episode, Karim Hamasni, Director, Crypto Asset Innovation, joins Dave for an in-depth look into the world of cryptocurrencies, from blockchain to Bitcoin. Karim discusses the different types of cryptocurrencies, how they work, and how they are transforming today’s traditional money systems.(Recorded: October 21, 2022) To view the transcript an…
 
Equity markets are enjoying a bounce-back recently, following a rough couple of weeks. The big question for investors is: will the rally continue? This episode, Stu Kedwell, Co-Head of North American Equities, discusses what’s behind the market shift and where they could go next, as earnings season gets underway. (Recorded October 18, 2022) To view…
 
U.S. inflation data for September is here and points to still-too-high consumer prices. Yet, broader inflation expectations appear to be easing. What does this mean for investors? Chief Economist Eric Lascelles weighs in this episode. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, per…
 
In this episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the importance of maintaining a long-term perspective when it comes to investing. He also provides an update on the Canadian housing market, touching on supply and demand dynamics as well as the impact of rising interest rates on affordability. RBC, GAM, RBC GAM…
 
Chief Economist Eric Lascelles makes sense of the latest jobs reports from the U.S. and Canada, and what they signal for the broader economic picture. Eric also discusses the UK’s mounting economic challenges, and other key geopolitical risks, including the National Congress of the Communist Party of China later this month. RBC, GAM, RBC GAM, RBCGA…
 
This episode, David Riley, Chief Investment Strategist, BlueBay Asset Management, joins Dave from London to discuss the recent financial and economic challenges in the UK, including extraordinary weakness in the pound following news of the British government’s proposed tax cuts. David also talks about the problems facing UK pension funds, the outlo…
 
This episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss tell-tale signs that markets have reached their bottom, and where we currently stand. Stu also discusses the implications of the U.S. dollar strengthening against other currencies, and shares some insight into the role dollar cost averaging plays at this time. RBC,…
 
This episode, Stu Kedwell, Co-Head of North American Equities, joins Dave to discuss the market reaction after the Federal Reserve raised interest rates by another 75 basis points last Wednesday. Stu also looks at the latest Consumer Price Index reading, and shares some insight into what management teams are thinking about as they map the current e…
 
Stock markets fell last Tuesday, following the latest U.S. inflation reports. Despite signs that the main drivers of inflation have finally turned, secondary forces are now at play. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested…
 
This episode, Chief Economist Eric Lascelles takes a look at what’s on his economic radar this week. Eric starts with the latest jobs reports out of the U.S., and then discusses inflation is finally peaking, aggressive moves from the Fed and other central banks, and the impact of China’s zero-tolerance COVID-19 policy on the global economy. (Record…
 
Last week, markets tumbled following the U.S. Federal Reserve’s warning that ‘some pain’ can be expected in its fight against inflation. How long will it be until we see the effects of tighter monetary policy on the economy and on earnings? How did Canadian bank earnings perform last quarter amid these tightening conditions? This episode, Stu Kedwe…
 
This episode, Stu Kedwell, Co-Head of North American Equities, discusses why we’ve yet to see a significant drop in companies’ earnings, despite a slowing economy, aggressive central bank hikes and other sources of volatility in markets. Stu also weighs on why the central inflation question is no longer whether it’s peaked, but rather what the path…
 
Investors had anticipated weak second-quarter earnings amid slowing economic growth and ongoing monetary tightening. But results were better than expected, and stocks have rebounded. This episode, Stu Kedwell, Co-Head of North American Equities, explains why markets are rallying, and how portfolio managers adjust to these changing attitudes. (Recor…
 
This episode, Stu Kedwell, Co-Head of North American Equities, provides some takeaways for investors as second-quarter earnings season rolls on. Stu also discusses the market reaction to the Fed’s latest aggressive interest rate hike as economic momentum slows down, and what the passing of the CHIPS Act could mean for the U.S. economy. (Recorded Au…
 
Markets in Canada have experienced a significant change in performance over the last year. How does this change the outlook for the future? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the causes of volatility in Canadian equities. Sco…
 
Has high inflation finally reached a peak? What does the Bank of Canada’s largest interest rate increase in over 20 years mean for Canadians? Are we headed into a recession? This episode, Chief Economist Eric Lascelles weighs in on these and other top economic stories making headlines today. (Recorded July 14, 2022) To view the transcript and discl…
 
Central banks are aggressively raising rates to rein in inflation, bringing the risk of recession higher. What might be the impact on financial markets? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, shares how she is positioning portfolios during this period of persistent volatility. (Recorded July 6, 2022) To view the…
 
The price of copper, oil and other commodities have come down over the past two weeks. This episode, Stu Kedwell, Co-Head of North American Equities, comments on how this pullback might help to bring down headline inflation. Shifts have also been observed in currency and bond markets, where he expects volatility to persist as inflationary expectati…
 
This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he balances risk and reward within the different funds he manages during down markets. Stu also shares some key things he is thinking about to capture opportunities in the next phase of the market cycle. (Recorded June 22, 2022) To view the transcript and disclosure for th…
 
Inflation expectations are one of the most important drivers of long-term interest rates and financial markets. This episode, Stu Kedwell, Co-Head of North American Equities, discusses how these expectations are evolving as more aggressive central bank action takes place to quell inflation. Stu also examines how financial markets react to changes i…
 
According to the latest U.S. inflation report, consumer prices rose 8.6% in May. The reading came in higher than what most expected, and is another indicator that high inflation will sustain its momentum. What does this mean for Canadian households and the economy at large? This episode, Chief Economist Eric Lascelles provides his insight on inflat…
 
This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on state of markets today. First, how factors such as consumer spending shifts and declining multiples are weighing into earnings forecasts and markets more broadly. Stu then discusses the signs that suggest inflation may now be peaking, and what markets and investor…
 
In our latest podcast, Elma de Kuiper and Freddie Fuller delve into the nuances around some of Europe’s sustainability challenges. They look at hidden secrets around emissions, policy and how companies may offshore some of their dirtiest activities. (Recorded May 17, 2022) To view the transcript and disclosure for this podcast, please visit https:/…
 
Emotions are running high for investors as uncertainty ripples through markets. How can investors push aside the panic and maintain their focus? This episode, Stu Kedwell, Head of North American Equities, breaks down what’s driving volatility in markets today, and how he is preparing portfolios amidst the many unknowns in the months ahead. Stu also…
 
In this episode, Chief Economist Eric Lascelles discusses the Fed’s latest interest rate hike, and what the central bank’s intentions for future hikes could mean for the broader economy - including an elevated risk of recession. He also provides some thoughts on labour market trends and jobs data in the U.S. and Canada.(Recorded May 9, 2022) To vie…
 
The U.S. Federal Reserve and other central banks have a tough task ahead: get inflation under control, while avoiding a recession. As uncertainty mounts as to whether they will be able to achieve this, markets are also responding with increased volatility - particularly bonds. What is the likelihood that central banks will achieve a 'soft landing' …
 
This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is managing portfolios against the many headwinds facing markets in recent months. Sarah also talks about how she has refreshed her 10 basic truths of investing, and explains how keeping emotions in check can help investors steer through…
 
This episode, Stu Kedwell, Co-Head of North American Equities, discusses the themes to watch for as companies report their first-quarter earnings. Stu also talks about earnings expectations for the future amid a slowing economy and rising costs. (Recorded April 12, 2022) To view the transcript and disclosure for this podcast, please visit https://w…
 
In this episode, Chief Economist Eric Lascelles looks at the recent job numbers of the U.S., as well as other long-term, post-pandemic employment trends. He also discusses the different ways to think about the moves in the yield curve, and what these say about the likelihood of a recession. (Recorded April 1, 2022) To view the transcript and disclo…
 
Stock markets fell on Tuesday, following the U.S. Federal Reserve’s announcement that it plans to rapidly reduce its balance sheet -- its latest effort to get inflation under control. This episode, Stu Kedwell, Co-Head of North American Equities, breaks down the market reaction to the news, and what investors can expect as central banks lean into m…
 
Canada's stock market is outperforming its counterparts so far this year. Why? Its heavy concentration of cyclical stocks -- like financials and energy -- tend to do well in the current environment of high commodity prices and rising interest rates. Will this solid performance last? What other factors should investors think about? This episode, Sco…
 
This episode, Stu Kedwell, Co-Head of North American Equities, takes a look at the recent movements in the U.S. Treasury yield curve, and discusses whether an inverted yield curve could signal a risk of recession in the near term. (Recorded March 30, 2022) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/e…
 
What is the outlook for the European market, as the war in Ukraine rages on? How will rising interest rates impact these assets? This episode, David Lambert, Senior Portfolio Manager, European Equities, RBC Global Asset Management (UK) Limited, weighs in. David also explains how he manages portfolios from an ESG perspective. (Recorded March 23, 202…
 
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