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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
teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM,
RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
290 Episodes
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Stu Kedwell shares his insights on current market developments, including short-term, headline-driven volatility, emerging markets’ outperformance against a weakening U.S. dollar, and strong sector performance in Canadian financials and materials. Stu also emphasizes the importance of looking beyond market headlines to identify potentially undervalued opportunities. (Recorded: January 30, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-past-market-enthusiasm-for-hidden-value/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stephen Pitts discusses the fixed income market landscape, looking back at 2025 performance and shares his outlook for 2026 interest rate expectations. Stephen explores the fundamentals of bond portfolio construction, including how to balance three key objectives -- stability, equity diversification, and income generation – while capitalizing on opportunities presented by the current steepening yield curve. (Recorded: January 29, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-strategy-2026-bond-market-outlook-and-yield-opportunities/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
David Tron reflects on 2025's market resilience, attributing it to policy changes and AI advancements, noting the potential for continued momentum into 2026. David also highlights mid-cap stocks as an opportunity due to their growth potential and domestic focus. (Recorded: January 22, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-policies-and-mid-caps-what-to-watch-in-markets-this-year/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles analyzes the latest job market trends and economic indicators, from the impact of AI on employment and productivity to the effects of tariffs on manufacturing. Eric also shares insights into the Canadian economy, including job creation, unemployment rates, and the potential impact of global events on Canada's economic growth. (Recorded: January 16, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Philippe Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Market Equities, RBC Global Asset Management Limited, analyzes the drivers behind emerging markets' 2025 outperformance, including strength in IT, financials, and consumer sectors, alongside robust growth in China and North Asia. He also notes how heightened political instability shapes investment risks and why prioritizing corporate governance, trustworthy management, and localized research is critical for success. (Recorded: January 15, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Jeremy Richardson, Senior Portfolio Manager of Global Equities at RBC Global Asset Management Limited, explores critical themes shaping global equities. He discusses AI’s transformative market impact, currency fluctuations and regional market returns, healthcare innovations like GLP-1 weight-loss drugs, and the rise of robotics alongside its labour market implications. (Recorded: January 14, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Sarah Riopelle reflects on 2025 and highlights investment themes for 2026. Themes include market resilience amid tariffs and geopolitical volatility, global equity outperformance, AI-driven growth tempered by valuation concerns, strategic currency hedging against a weak U.S. dollar, and the transient impact of geopolitical events on economic growth. She urges investors to adopt a disciplined long-term approach, leveraging market downturns as opportunities to build wealth through compounding. (Recorded: January 13, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-volatility-in-2026-strategies-for-long-term-resilience/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses key themes for investors to think about European equities in 2026, including earnings growth expectations, lower valuation advantages, and emerging opportunities in key sectors like banks, utilities, healthcare and defense. David also highlights the value of professional management and guidance for navigating changing currency dynamics and regional complexities. (Recorded: January 8, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell examines the themes shaping 2026, including the potential for non-U.S. markets to maintain outperformance and the critical shift in AI focus from speculative hype to measurable productivity gains. Stu also provides a sector-level outlook, noting opportunities in industrials, financials, commodities, and tech sectors beyond AI, and emphasizes a balanced approach, scenario analysis, and dollar-cost averaging to remain adaptable in the year ahead. (Recorded: January 7, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-productivity-and-market-shifts-key-investment-themes-for-2026/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts. (Recorded: January 5, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Dan Chornous outlines strategies for balancing growth and protection before and during retirement, including managing equity portfolios, diversifying with quality stocks, and determining the right asset mix. (Recorded: January 2, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-retirement-planning-for-every-stage/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials. (Recorded: December 31, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times. (Recorded: December 29, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell reflects on 2025 in markets as a volatile yet reasonable year, emphasizing discipline and a balanced perspective in navigating uncertainty. Stu also explores the role of active managers in steering through market shifts, and highlights scenario analysis as essential for anticipating outcomes and mitigating risks. (Recorded: December 23, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2025-in-review-strategic-lessons-for-tomorrows-markets/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles shares his thoughts on a flurry of economic developments, including U.S. job numbers, inflation trends and central bank rate cuts. Eric also discusses his outlook for both the Canadian and U.S. economies in 2026. (Recorded: December 18, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-whirlwind-job-markets-inflation-and-policy-shifts/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Eric Lascelles discusses Canada’s unexpected job growth and a decline in unemployment despite conflicting signals about labour force participation and broader economic health. Eric also examines AI’s dual role in enhancing productivity and disrupting employment, and shares a positive economic outlook for 2026. (Recorded: December 15, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economy-2026-tariffs-tech-and-tailwinds/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell discusses the resilience of Canadian bank earnings, driven by stable credit provisions, improving net interest margins and strong performance in capital markets and wealth management. Stu also identifies key forces that could boost Canada’s economic growth in 2026, including large-scale infrastructure projects, strategic trade agreements, and renewed capital expenditure in the energy sector. (Recorded: December 11, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unlocking-canadas-2026-growth-drivers-and-market-opportunities/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts. (Recorded: December 10, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, discusses key factors driving emerging markets’ shift from underperformance to outperformance. Laurence also highlights growth opportunities in Taiwan, South Korea, China, Mexico, and India, and emphasizes diversification, due diligence, and on-the-ground research to navigate risks and identify high-quality investments. (Recorded: December 8, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-turning-point-for-emerging-markets/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
Stu Kedwell discusses his recent appointment to Global Chief Investment Officer and the legacy of current CIO Dan Chornous. He also breaks down the three critical factors fueling the recent uptick in market volatility: evolving interest rate expectations, weaker-than-expected U.S. consumer data, and the surge in capital investment for data centres, particularly as tech giants begin borrowing to fund their expansion. (Recorded: November 24, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-factors-are-fueling-recent-market-volatility/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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