Dave Richardson is joined by Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities and Rob Cavallo, Portfolio Manager, North American Equities, RBC Global Asset Management Inc. They take a look back at the impact of COVID-19 on the technology and health care sectors, from vaccines to the accelerated online shift. Marcello and Rob also share the key long-term themes they’re watching for, including biotech and artificial intelligence. (Recorded March 10, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-next-for-technology-and-health-care/detail.

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With the disruption from Brexit theoretically over, we ask whether the U.K. can become a world leader in green technology and the sustainability movement. The government’s recent announcement of a 10-point plan for a green industrial revolution has outlined where it sees room for growth, while also highlighting the myriad of issues that the country needs to address, including those that have arisen from the COVID-19 pandemic. Will this plan be enough from environmental and economic perspectives? (Recorded March 10, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-united-kingdom-a-future-green-leader/detail.

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Stu Kedwell, Co-Head, North American Equities, joins Dave for a deep-dive into the concept of momentum, and how it’s factored into active management as market narratives shift. (Recorded March 9, 2021)

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

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Increasing job numbers in the U.S. and Canada are among a string of indicators pointing to a better-than-expected economic recovery. This episode, Chief Economist Eric Lascelles shares his outlook for what’s ahead this spring. Eric also explores the rise in bond yields from an economic perspective – from central bank decisions to inflation concerns. (Recorded March 5, 2021)

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

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This episode, Stu Kedwell, Co-Head, North American Equities, takes a closer look at the factors behind the sudden spike in U.S Treasury yields last week, and what it means for investors in bond and equity markets. (Recorded March 2, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/understanding-us-treasury-yield/detail.

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This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. (Recorded February 24, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks/detail.

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The investing landscape has changed considerably over the past couple of years. In today’s low interest rate environment, how should investors be positioning their portfolios? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, shares her views on markets and how investors can evolve their portfolios for the future – from revisiting your equity allocation to the importance of fixed-income diversification. (Recorded February 18, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evolving-portfolios-in-a-changing-environment/detail.

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This episode, Stu Kedwell, Co-Head, North American Equities, shares key insights from RBC GAM’s Investment Strategy Committee. He discusses the outlook on the economic rebound, noting the vital role vaccines can play. Stu also explains his thoughts on the expected course of interest rates. (Recorded February 16, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-from-rbc-gams-investment-strategy-committee/detail.

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As earnings season rolls on, it’s clear that tech giants continue to lead the market. But there are other areas of the market investors should think about. Stu Kedwell, Co-Head, North American Equities, discusses three broad categories of stocks that could present opportunities for investors, and why a good mix of each is the bedrock of a portfolio. (Recorded February 3, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bucketing-opportunity-in-the-stock-market/detail.

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Despite all the chaos and speculation in markets, there may be a silver lining to the frenzy. Increasing participation in financial markets, for one. This episode, Scott Lysakowski, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses this and other key lessons investors can take away from these events. (Recorded January 28, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/perspectives-on-the-reddit-rally/detail.

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