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
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13:06
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13:06
Managing market optimism while mitigating risks
Stu Kedwell discusses the recent surge in investor enthusiasm in markets and the important role of analyst insights in such an environment. He also highlights the value of understanding market behaviours and leveraging professional expertise to navigate market cycles. (Recorded: October 3, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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22:14
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22:14
Real estate investing: trends and opportunities
Jennifer Schillaci explores trends in real estate, including post-pandemic shifts in commercial properties, the impact of return-to-office mandates in cities like Toronto, and the evolving future of Canadian retailers. She also shares insights on the outlook for the asset class and the role of real estate equity investments as a valuable portfolio diversifier. (Recorded: October 1, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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36:17
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36:17
Diversifying portfolios in the age of AI
Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses. (Recorded: September 26, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/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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