This episode, Chief Economist Eric Lascelles, discusses the strong job numbers out of Canada and the U.S., noting significant growth in sectors where pent-up demand has heated up. Eric also provides some early predictions on where we are in the business cycle. (Recorded August 6, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/july-jobs-reports-the-recovery-continues/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, reflects on this quarter’s earnings reports and how the market has reacted to them. Stu also discusses what’s ahead for earnings in the fall, as companies brace for the Delta wave. (Recorded August 3, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/an-overview-of-earnings-season/detail.

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From innovations in virtual reality to artificial intelligence, the industrial landscape is facing a new digital frontier. Dominic Wallington, Senior Portfolio Manager & Head of European Equities, RBC Global Asset Management (UK) Limited, reflects on how these advanced technologies are reshaping the industrial world, and the opportunities in this rapidly evolving space. (Recorded July 28, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-digitalization-of-the-industrial-world/detail.

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This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, reflects on an exceptionally strong first half for Canadian markets. Scott also breaks down sector performance, and looks at the lessons of history to help frame the rest of the year. (Recorded July 22, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-markets-at-the-half-what-history-tells-us/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses some of the main factors behind the one-day market selloff at the start of the week – from delta variant concerns to the bond market drop. Stu also explains how day-to-day ups and downs can be a good opportunity for investors to reassess their asset allocation and risk tolerance as part of the long-term investment experience. (Recorded July 20, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-perspective-during-market-cycles/detail.

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The emergence of the delta variant and ongoing inflation concerns has likely dampened earnings expectations for more economically-sensitive companies. On the other hand, secular growth companies that have thrived during the pandemic, may have higher hopes. This episode, Stu Kedwell, Co-Head of North American Equities, shares his key considerations as companies roll out their second quarter earnings reports. (Recorded July 14, 2021)

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

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This episode, Chief Economist Eric Lascelles covers the latest macroeconomic trends around the world. Starting with some promising employment data out of Canada and the U.S., Eric also talks about the cooling inflation expectations, and questions whether the delta variant could halt further economic growth. (Recorded July 9, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reflections-on-junes-jobs-report/detail.

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Achieving balance is good for most things in life. It is also good for your portfolio. In this episode, Dave catches up with Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, to talk about her current outlook and how she has maintained balance across her portfolios so far in 2021. She also highlights how periodic rebalancing can be a powerful strategy that can help keep portfolios track and aligned to your overall investment goals. (Recorded June 24, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-balanced-approach-for-better-outcomes/detail.

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David Riley, Chief Investment Strategist at BlueBay Asset Management, provides an update on reopening progress across Europe and the UK – noting the strong momentum may face new challenges brought on by the Delta variant. David also discusses the outlook for inflation, and the strategies in place to mitigate risk in this environment of above average and still rising inflation. (Recorded June 24, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-ahead-for-europes-economy/detail.

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Rising inflation continues to have an impact on interest rates. With the Federal Reserve possibly raising short-term rates in early 2023, what does this mean for investors? This episode, Stu Kedwell, Co-Head of North American Equities, covers the commentary from the FOMC meeting, and also discusses how the slope of the yield curve can help forecast future interest rate moves and economic activity. (Recorded June 23, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/focusing-on-the-fed-interest-rates-and-financial-markets/detail.

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