Last week, markets tumbled following the U.S. Federal Reserve’s warning that ‘some pain’ can be expected in its fight against inflation. How long will it be until we see the effects of tighter monetary policy on the economy and on earnings? How did Canadian bank earnings perform last quarter amid these tightening conditions? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the latest in today’s markets. (Recorded August 31, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-canadian-bank-earnings-the-feds-tough-talk-on-inflation/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why we’ve yet to see a significant drop in companies’ earnings, despite a slowing economy, aggressive central bank hikes and other sources of volatility in markets. Stu also weighs on why the central inflation question is no longer whether it’s peaked, but rather what the path of descent will look like from here. (Recorded August 23, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-will-market-risks-catch-up-to-corporate-earnings/detail.

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Investors had anticipated weak second-quarter earnings amid slowing economic growth and ongoing monetary tightening. But results were better than expected, and stocks have rebounded. This episode, Stu Kedwell, Co-Head of North American Equities, explains why markets are rallying, and how portfolio managers adjust to these changing attitudes. (Recorded August 11, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reviewing-the-rally-earnings-expectations-versus-recent-report/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, provides some takeaways for investors as second-quarter earnings season rolls on. Stu also discusses the market reaction to the Fed’s latest aggressive interest rate hike as economic momentum slows down, and what the passing of the CHIPS Act could mean for the U.S. economy. (Recorded August 2, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-earnings-season-is-shaping-up-so-far/detail.

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Markets in Canada have experienced a significant change in performance over the last year. How does this change the outlook for the future? This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the causes of volatility in Canadian equities. Scott also explores the downturn in commodities, and whether Canadian investors can expect some stability ahead for these stocks. (Recorded July 22, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-going-on-with-canadian-markets/detail.

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Has high inflation finally reached a peak? What does the Bank of Canada’s largest interest rate increase in over 20 years mean for Canadians? Are we headed into a recession? This episode, Chief Economist Eric Lascelles weighs in on these and other top economic stories making headlines today. (Recorded July 14, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-peaking-inflation-bank-of-canadas-latest-rate-hike-recession/detail.

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Central banks are aggressively raising rates to rein in inflation, bringing the risk of recession higher. What might be the impact on financial markets? In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, shares how she is positioning portfolios during this period of persistent volatility. (Recorded July 6, 2022)

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

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The price of copper, oil and other commodities have come down over the past two weeks. This episode, Stu Kedwell, Co-Head of North American Equities, comments on how this pullback might help to bring down headline inflation. Shifts have also been observed in currency and bond markets, where he expects volatility to persist as inflationary expectations settle down. (Recorded July 5, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-closer-look-at-commodity-price-corrections/detail.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses how he balances risk and reward within the different funds he manages during down markets. Stu also shares some key things he is thinking about to capture opportunities in the next phase of the market cycle. (Recorded June 22, 2022)

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

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Inflation expectations are one of the most important drivers of long-term interest rates and financial markets. This episode, Stu Kedwell, Co-Head of North American Equities, discusses how these expectations are evolving as more aggressive central bank action takes place to quell inflation. Stu also examines how financial markets react to changes in monetary policy expectations. (Recorded June 15, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-do-markets-respond-to-the-challenges-of-managing-inflation/detail.

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