Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

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Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true.

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Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true.

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Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

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Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  (Recorded: May 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true.

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Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world.  (Recorded: May 11, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true.

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Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week.  (Recorded: April 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true.

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Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true.

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Stu Kedwell discusses the keys to portfolio planning during uncertain times, from diversification to making regular contributions. Stu also explains how long-term thinking can help to shift market fears into opportunity and allow you to keep the focus on reaching your investment goals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true.

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Join Dave Richardson and Stu Kedwell as they break down how smart investing can work for you during unpredictable times. Stu also shares how professional money managers think through the investment process differently, from reading market signals to spotting overlooked opportunities.  (Recorded: April 6, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true.

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