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David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties. (Recorded: July 15, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
3
22 ratings
David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties. (Recorded: July 15, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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