Earnings and IPOs: What’s driving markets for the rest of the year?
Stu Kedwell discusses key themes influencing markets in the second half of 2025, including ongoing geopolitical tensions, energy prices, and declining sentiment toward the U.S. dollar. Stu also notes that IPO activity and mergers and acquisitions have been notable, indicating ongoing opportunities for growth and investment despite broader market challenges. (Recorded: June 27, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-and-ipos-whats-driving-markets-for-the-rest-of-the-year/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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19:47
Adapting to change: How AI and strategy shape today’s investment landscape
Stu Kedwell discusses the latest in markets, noting that this relatively quiet period may present opportunities for selective investment strategies amid ongoing economic uncertainties and seasonal trends. Stu also highlights the evolving role of technology, including artificial intelligence, in enhancing investment analysis. (Recorded: June 13, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-change-how-ai-and-strategy-shape-todays-investment-landscape/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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16:24
Turning market turbulence into opportunity
Sarah Riopelle explains how market volatility can be an opportunity to buy assets at lower prices rather than a reason to panic. She highlights how she increased the equity positions in the portfolios she manages during the recent April downturn. Sarah also discusses her views on stocks and bonds and the importance of managing currency risks. (Recorded: June 11, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-market-turbulence-into-opportunity/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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22:32
Tax cuts and deficits: the growth balancing act
Eric Lascelles examines economic trends, including the potential impact of President Trump’s “big, beautiful” tax bill on growth. He also explores employment data in Canada and the U.S., highlighting a rise in Canada’s unemployment rate and slightly better-than-expected U.S. job creation. (Recorded: June 6, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tax-cuts-and-deficits-the-growth-balancing-act/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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36:37
Navigating markets amid trade tensions and tech disruptions
David Tron discusses the market outlook as the legal battle over tariffs unfolds and highlights possible opportunities. David also talks about AI’s growing role in companies’ decision-making, and the ongoing rotation in the S&P 500 Index as outperformance cycles into growth potential. (Recorded: June 2, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-markets-amid-trade-tensions-and-tech-disruptions/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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