Stu Kedwell explores recent AI-driven enthusiasm in markets and its potential impact on future economic growth. Stu also discusses mixed earnings reports from big tech companies, and the bond market’s reactions to interest rate cuts. (Recorded: October 30, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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26:43
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26:43
Building resilient portfolios for long-term results
Sarah Riopelle discusses the current investment landscape, noting strong performance of both stocks and bonds, while cautioning about valuation risks in the U.S. and Canadian equity markets. Sarah also emphasizes the importance of making regular, small adjustments to portfolios, rather than large sweeping changes in response to a changing economic environment. (Recorded: October 23, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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26:25
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26:25
Do European equities deserve a place in your diversified portfolio?
David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments. (Recorded: October 17, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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23:16
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23:16
A deep dive into earnings season
Stu Kedwell discusses the current market landscape including the S&P 500 earnings outlook, data centre economics, and the performance of U.S. banks. He also delves into AI's transformative potential, as well as the importance of diversification when navigating volatile markets. (Recorded: October 16, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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30:23
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30:23
Behind the shutdown: economic and market implications
Eric Lascelles discusses the potential impacts of the U.S. government shutdown on the economy, as well as market reactions. He also looks at how increasing dysfunction and polarization within the U.S. government could impact Canadian investors in the long term. (Recorded: October 9, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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
Canada - english