The Download with David Richardson

• Adapting to market surprises: The impact of DeepSeek's AI breakthrough

  Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions. (Recorded: January 29, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-surprises-the-impact-of-deepseeks-ai-breakthrough/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  22:03
• What’s driving infrastructure in 2025?

  Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity. (Recorded: January 28, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-infrastructure-in-2025/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  32:23
• Climbing higher: Navigating inflated U.S. valuations

  Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market. (Recorded: January 23, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climbing-higher-navigating-inflated-us-valuations/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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• Fixed income in 2025: the upside of ‘boring’

  Dagmara Fijalkowski reviews fixed income markets in 2024, highlighting how shifts in long-term inflation, recession expectations, and rate cuts have impacted the trajectory of yields for the year ahead. Dagmara also explores the currency outlook and the implications of a new U.S. administration and policies for investors. (Recorded: January 21, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-in-2025-the-upside-of-boring/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  41:51
• European equities in 2025: signs of steadiness?

  David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses the outlook for European equities and notes that despite a time of heightened geopolitical and economic uncertainty, opportunities may still emerge as things become ‘less worse.’ David also looks at interesting trends in sectors and industries including discretionary luxury goods, weight-loss drugs, and AI technology. (Recorded: January 20, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-in-2025-signs-of-steadiness/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  36:39

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