What factors are fueling recent market volatility?
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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29:11
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29:11
Unpacking Canada’s market resilience
Scott Lysakowski discusses the positive performance of the TSX/S&P Index despite global uncertainties, including the impact of AI and surging gold prices. He explores the unique composition of the Canadian equity market, highlighting the strength of financials and the resilience of energy stocks despite weak oil prices. (Recorded: November 24, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/unpacking-canadas-market-resilience/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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39:44
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39:44
Chinese equities: navigating growth and uncertainty
Siguo Chen, Portfolio Manager, Asian Equities, RBC Global Asset Management Limited, analyzes evolving U.S.-China trade tensions and their market impact. Siguo also explores China's economic landscape, addressing deflationary pressures and highlights opportunities for Canadian investors seeking diversification in Asian markets. (Recorded: November 7, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/chinese-equities-navigating-growth-and-uncertainty/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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44:48
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44:48
AI economics and the future of growth
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
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
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