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This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on state of markets today. First, how factors such as consumer spending shifts and declining multiples are weighing into earnings forecasts and markets more broadly. Stu then discusses the signs that suggest inflation may now be peaking, and what markets and investors should consider in the months ahead. (Recorded June 7, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-seek-out-signs-of-peaking-inflation/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on state of markets today. First, how factors such as consumer spending shifts and declining multiples are weighing into earnings forecasts and markets more broadly. Stu then discusses the signs that suggest inflation may now be peaking, and what markets and investors should consider in the months ahead. (Recorded June 7, 2022)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-seek-out-signs-of-peaking-inflation/detail.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested