Eric Savoie explores key themes influencing stock and bond markets, emphasizing a cautious investment approach to capture potential upside driven by the resilience of the U.S. and global economies, while staying prepared for possible volatility. Eric also underscores the importance of avoiding emotional reactions to short-term market noise, particularly in response to unpredictable events.  (Recorded: July 21, 2025)

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

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Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/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, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties.  (Recorded: July 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-overcoming-challenges-seizing-opportunities/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, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.  (Recorded: July 10, 2025)

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

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Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit. Andrzej also outlines his team's current strategy and emphasizes the importance of staying analytical and objective when interpreting market dynamics and making investment decisions.  (Recorded: July 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true.

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Scott Lysakowski discusses the improving outlook for the Canadian market after years of underperformance compared to the U.S., highlighting resilience in the face of tariffs and trade deals with less economic damage than expected. Scott also emphasizes the importance of maintaining a balanced investment approach, using strategies such as diversification and dollar-cost averaging.  (Recorded: July 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-shifting-sentiment-and-growing-opportunities/detail/?disclaimer=true.

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Eric Lascelles analyzes the latest U.S. jobs report, which exceeded expectations and challenges concerns about immediate economic trouble, despite signs of slight deceleration. Eric also explores the implications of tax cuts, rising fiscal debt, government spending-driven growth, and potential cross-border effects on Canadian markets, offering an optimistic yet cautious outlook.  (Recorded: July 4, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-growth-and-the-one-big-beautiful-bill-whats-next/detail/?disclaimer=true.

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Michael Sherman, Head, Behavioural Economics, dives into behavioural investing, emphasizing the role emotions can play during both stable periods and times of market turmoil. He also explores the impact of investor biases, and how behavioural strategies and sound financial advice can help investors manage emotional decision-making.  (Recorded: July 2, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-psychology-of-investing-navigating-emotions-in-financial-decisions/detail/?disclaimer=true.

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Stu Kedwell discusses key themes influencing markets in the second half of 2025, including ongoing geopolitical tensions, energy prices, and declining sentiment toward the U.S. dollar. Stu also notes that IPO activity and mergers and acquisitions have been notable, indicating ongoing opportunities for growth and investment despite broader market challenges.  (Recorded: June 27, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-and-ipos-whats-driving-markets-for-the-rest-of-the-year/detail/?disclaimer=true.

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Stu Kedwell discusses the latest in markets, noting that this relatively quiet period may present opportunities for selective investment strategies amid ongoing economic uncertainties and seasonal trends. Stu also highlights the evolving role of technology, including artificial intelligence, in enhancing investment analysis.  (Recorded: June 13, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-change-how-ai-and-strategy-shape-todays-investment-landscape/detail/?disclaimer=true.

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