Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.  (Recorded: December 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.

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Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, discusses key factors driving emerging markets’ shift from underperformance to outperformance. Laurence also highlights growth opportunities in Taiwan, South Korea, China, Mexico, and India, and emphasizes diversification, due diligence, and on-the-ground research to navigate risks and identify high-quality investments.  (Recorded: December 8, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-turning-point-for-emerging-markets/detail/?disclaimer=true.

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Stu Kedwell discusses his recent appointment to Global Chief Investment Officer and the legacy of current CIO Dan Chornous. He also breaks down the three critical factors fueling the recent uptick in market volatility: evolving interest rate expectations, weaker-than-expected U.S. consumer data, and the surge in capital investment for data centres,  particularly as tech giants begin borrowing to fund their expansion.  (Recorded: November 24, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-factors-are-fueling-recent-market-volatility/detail/?disclaimer=true.

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Scott Lysakowski discusses the positive performance of the TSX/S&P Index despite global uncertainties, including the impact of AI and surging gold prices. He explores the unique composition of the Canadian equity market, highlighting the strength of financials and the resilience of energy stocks despite weak oil prices. (Recorded: November 24, 2025)

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

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Siguo Chen, Portfolio Manager, Asian Equities, RBC Global Asset Management Limited, analyzes evolving U.S.-China trade tensions and their market impact. Siguo also explores China's economic landscape, addressing deflationary pressures and highlights opportunities for Canadian investors seeking diversification in Asian markets.  (Recorded: November 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/chinese-equities-navigating-growth-and-uncertainty/detail/?disclaimer=true.

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Stu Kedwell explores recent AI-driven enthusiasm in markets and its potential impact on future economic growth. Stu also discusses mixed earnings reports from big tech companies, and the bond market’s reactions to interest rate cuts.  (Recorded: October 30, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-economics-and-the-future-of-growth/detail/?disclaimer=true.

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Sarah Riopelle discusses the current investment landscape, noting strong performance of both stocks and bonds, while cautioning about valuation risks in the U.S. and Canadian equity markets. Sarah also emphasizes the importance of making regular, small adjustments to portfolios, rather than large sweeping changes in response to a changing economic environment.  (Recorded: October 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-resilient-portfolios-for-long-term-results/detail/?disclaimer=true.

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David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments.  (Recorded: October 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true.

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Stu Kedwell discusses the current market landscape including the S&P 500 earnings outlook, data centre economics, and the performance of U.S. banks. He also delves into AI's transformative potential, as well as the importance of diversification when navigating volatile markets.  (Recorded: October 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-deep-dive-into-earnings-season/detail/?disclaimer=true.

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Eric Lascelles discusses the potential impacts of the U.S. government shutdown on the economy, as well as market reactions.  He also looks at how increasing dysfunction and polarization within the U.S. government could impact Canadian investors in the long term.  (Recorded: October 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-shutdown-economic-and-market-implications/detail/?disclaimer=true.

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