Join RBC Global Asset Management's experts in candid conversations about their
teams, strategies and insights on current economic and investment trend...
Stu Kedwell reflects on 2024 in markets, including mega-cap concentration, shifting recession calls, and recent post-election enthusiasm. Stu also explains how a diversified strategy can help you navigate market events to come in the year ahead. (Recorded: December 17, 2024)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2024-in-review-what-markets-taught-us/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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26:13
Technology trends to watch for in 2025
Marcello Montanari explores the latest developments in the technology sector, examining how long the super cycle driven by tech giants will continue and diving into emerging technologies shaping the future of the industry. (Recorded: December 13, 2024)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/technology-trends-to-watch-for-in-2025/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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23:47
Navigating uncertainty: Bank earnings reflect challenged Canadian economy
Stu Kedwell discusses Canadian big bank earnings results and what they reveal about the current state of the economy, as well as the direction for further Bank of Canada interest rate cuts. (Recorded: December 9, 2024)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-uncertainty-bank-earnings-reflect-challenged-canadian-economy/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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19:26
November jobs report: U.S. rebounds, Canadian unemployment rises
Eric Lascelles shares his thoughts on the path ahead for rate cuts and the economy as the U.S. and Canada release their latest jobs reports. (Recorded: December 6, 2024)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/november-jobs-report-us-rebounds-canadian-unemployment-rises/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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28:59
Piloting through turbulence: portfolio engineering in investment management
Stu Kedwell discusses portfolio engineering and how he uses it as a part of a broadly diversified portfolio management strategy. Stu also talks about Trump’s proposed tariffs for Canada and explains the near- and long-term impacts these potential changes may have on companies. (Recorded: December 3, 2024)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/piloting-through-turbulence-portfolio-engineering-in-investment-management/detail/.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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