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AI boom and bubble: Long-term strategies for volatile times
In this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026.
Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/artificial-intelligence-paradigm-shift-or-bubble-maybe-its-both_ca/detail
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By PH&N InstitutionalIn this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026.
Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/artificial-intelligence-paradigm-shift-or-bubble-maybe-its-both_ca/detail