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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