Last week, America’s big banks kicked off the second-quarter earnings season. While the results were mixed, they could suggest that perhaps the worst of the pandemic is behind us. Will Canadian businesses share this same cautious optimism? Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, returns to the podcast to share his thoughts on the results and what investors can expect to see in the weeks ahead. (Recorded July 21, 2020)

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

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The rebounds we’ve seen in stock markets may have renewed optimism for some, as they look beyond the pandemic. The economy, on the other hand, tells an entirely different story. Eric Lascelles, Chief Economist, RBC Global Asset Management, joins Dave to discuss his outlook, and what’s behind these diverging views. (Recorded July 16, 2020)

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

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Stu Morrow, Vice President & Head of Investments, RBC Phillips, Hager & North Investment Counsel Inc., breaks down his team’s process to help investors maintain focus and stay the course through recent market swings. Stu also highlights the importance of diversifying portfolios beyond Canadian markets, and why a global approach can lead to long-term opportunities. (Recorded July 14, 2020)

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

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This episode, Mike Reed, Partner & Senior Portfolio Manager, BlueBay Asset Management, joins Dave for an insightful discussion about how he and his team have approached managing portfolios through the course of the pandemic. (Recorded July 13, 2020)

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

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Michael Kitt, Head, Private Markets and Real Estate Equity Investments, joins Dave for an update on the real estate sector in the wake of COVID-19. Michael also provides his perspective on the opportunities that could arise in commercial real estate, as businesses find ways to evolve and adapt beyond the pandemic. (Recorded July 9, 2020)

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

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In this episode, Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, gives his thoughts on the factors driving market behaviour over the last few months, and how they play into investment decisions. Stu also unpacks the forward-looking nature of the market -- how it not only saw ahead during the depths of the crisis, but also projected the economic rebounds seen in recent weeks. (Recorded July 7, 2020)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/did-markets-predict-the-pandemics-path/detail.

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Dan Chornous, Chief Investment Officer, RBC Global Asset Management, joins Dave to discuss the importance of evolving our strategic asset mix over time. Dan also highlights the importance of time horizon when determining asset allocation in order to ensure that return targets are realistic. (Recorded July 6, 2020)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/examining-strategic-asset-allocation-in-uncertain-times/detail.

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When markets are down, many investors move money from their investments into cash. Doing so can help them avoid short-term risks associated with volatility. But, what they may not be aware of is the “silent assassin” lurking in the midst – a.k.a. inflation. As prices go up over time, the overall value and purchasing power of their money is chiseled away. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, looks at strategies for investors to get off the sidelines and back into the market to get the most out of their money today. (Recorded June 30, 2020)

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

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With all that has occurred in markets over the last few months, it’s essential that portfolio managers make decisions to ensure portfolios withstand the highs and lows. For long-term investors, it means their investment plans may look a little different now. In this episode, Sarah Riopelle, Vice President and Senior Portfolio Manager, Investment Solutions, details the recent strategic asset allocation changes she has made within her portfolios, and how these adjustments will open up opportunities for investors over time. (Recorded June 25, 2020)

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

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As many regions across North America begin to reopen their economies, how companies operate and provide services will certainly have a different look and feel. Stu Kedwell, Co-Head, North American Equities, RBC Global Asset Management, offers his perspective on what traditional companies should be mindful of when making the move online, and how they can make the most out of digital real estate. (Recorded June 23, 2020)

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

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