A hawkish pivot from the U.S. Federal Reserve has mapped its way inonto markets and into the economy in many different ways. This episode, Chief Economist, Eric Lascelles unpacks the latest from the Fed, as expectations mount for a faster stimulus wind down and future rate hikes. Eric also provides a look at taper tantrums throughout history, and dives into the latest jobs numbers in Canada and the U.S. (Recorded January 7, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/forecasting-the-federal-reserve/detail.

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Soaring inflation, rising interest rates, and a rapidly-spreading variant; As many of the key themes from 2021 cross over into the New Year, there are still new trends that could play out in 2022. This episode, Stu Kedwell, Co-Head of North American Equities, discusses what may be in store for investors this year. Stu also provides some thoughts on recession risk and a forecast for dividend stocks. (Recorded January 4, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-from-markets-in-2022/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why the U.S. yield curve has flattened in recent months, and the bond and stock markets’ reactions to the possible recession risk. Stu also provides some thoughts on how to manage these pockets of volatility and maintain perspective going into 2022. (Recorded December 14, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-fed-and-the-yield-curve-what-are-investors-watching-for/detail.

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Moderating economic growth, fading stimulus and virus variant flare ups have weighed on the mind of investors. How are we positioning our portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her outlook and how she has positioned the portfolios in light of changing markets. (Recorded December 7, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/portfolio-perspectives-amid-changing-markets/detail.

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This episode, Chief Economist Eric Lascelles, breaks down the latest jobs data out of Canada and the U.S., and discusses recent revisions to economic growth forecasts for countries. Eric also provides some early thoughts on the Omicron variant, and expectations ahead as many central banks weigh their tapering timelines. (Recorded December 3, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-november-job-numbers-omicron-concerns-ebbing-growth/detail.

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The news of a new COVID-19 variant, Omicron, has shaken up certain areas of the market. Although much is still unknown, what is certain is that investors can benefit from riding out short-term challenges, focusing on the long term. This episode, Stu Kedwell, Co-Head of North American Equities, shares why adopting a long-term mindset is key for investors amid the market noise. Stu also provides some thoughts on Q4 Canadian bank earnings so far. (Recorded November 30, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/keeping-perspective-through-variant-volatility/detail.

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This episode, Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited, joins Dave for a detailed conversation about the growing consideration of environmental, social and governance (ESG) factors in investing throughout history, particularly from a European market perspective. Jeremy also discusses the role of active stewardship on behalf of asset managers, and the importance of taking on an “ownership mindset” to ensure that companies are held accountable for the environmental and societal impacts of their operations. (Recorded November 24, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-evolution-of-esg-and-the-role-of-active-stewardship/detail.

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Climate change continues to be one of the most crucial issues facing markets, corporations, countries and investors around the world. This episode, Maia Becker, Director, Corporate Governance and Responsible Investment, explore the impact of climate change, and what investment managers can do to mitigate climate-related risks. Maia also discusses the correlation between biodiversity and climate change, and shares some key takeaways from the COP26 climate change summit. (Recorded November 23, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climate-change-how-asset-managers-can-take-action/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest events and headlines in markets. He discusses the re-appointment of U.S. Fed Chair Jerome Powell, and whether or not inflation will stick around for longer than originally expected. Finally, Stu comments on President Biden’s recent announcement to release oil from the Strategic Petroleum Reserve in an effort to help lower prices and address supply issues. (Recorded November 23, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-powells-re-appointment-white-house-to-release-oil-reserves-longer-inflation/detail.

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This episode, Melanie Adams, Vice President and Head, Corporate Governance and Responsible Investment, discusses the top ESG-related themes in 2021, from employee health and safety, to diversity and inclusion and environmental issues. Melanie also talks about the importance of engaging with companies to evaluate ESG risks and opportunities in how they operate. (Recorded November 23, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-key-trends-in-esg/detail.

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