The Download with David Richardson

Stu Kedwell talks about why investor sentiment is on the rise in the U.S., while Canadian investors appear to be taking a more cautious approach.  (Recorded: November 19, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-us-soars-ahead-while-canada-holds-back/detail/.

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Sarah Riopelle discusses why it’s important for investors to remain focused on the long term and stay invested through periods of short-term volatility. Sarah also discusses how she’s been tactically active in fixed income in recent months and why she is now neutrally positioning the portfolio’s she manages given her outlook for stocks and bonds. 

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-invested-a-strategy-for-all-eras/detail/.

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Eric Lascelles covers two key U.S. stories from an economic view: Trump’s re-election and his outlined policies so far, as well as the Federal Reserve’s decision to cut interest rates again and whether the easing cycle will be impacted amid a transitioning political landscape.  (Recorded: November 8, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-tariffs-to-tax-cuts-what-could-the-next-trump-era-mean-for-the-economy/detail/.

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Andrzej Skiba reviews the U.S. election from a fixed-income and credit market perspective, analyzing how markets are digesting Trump’s win and the implications of his proposed policies. Andrzej also details how he is positioning portfolios in light of this outcome.  (Recorded: November 7, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/election-2024-fixed-income-in-focus/detail/.

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Stu Kedwell shares some observations on market reaction to President-elect Trump and identifies where potential opportunities may exist based on the new administration’s trade policies.  (Recorded: November 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-post-election-insights-stocks-rally-after-trumps-win/detail/.

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Stu Kedwell shares his insights on key themes from a recent conference in New York. He chats about why Canada’s economy lags behind the U.S., potential fiscal and immigration policy impacts on housing and labour, the shift from AI enablers to adopters, the rise of GLP weight loss drugs and more.  (Recorded: October 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-soundbites-out-of-the-big-apple/detail/.

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Eric Lascelles discusses the outlook for the economy following the Bank of Canada’s latest 50 basis-point rate cut. Eric also shares his thoughts on how much lower the BoC might cut rates while avoiding a setback to the Canadian dollar.  (Recorded: October 23, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/cutting-through-rates-whats-next-for-the-canadian-economy/detail/.

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Stu Kedwell discusses strong third-quarter bank earnings in the U.S., and how these results may shape the outlook for further interest rate cuts and achieving an economic soft-landing. Stu also shares diversification strategies for investors to think about as market concentration begins to broaden out.  (Recorded: October 16, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-big-banks-beat-expectations-whats-next-for-markets/detail/.

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Interest rates are falling while U.S. job numbers are on the rise. Stu Kedwell breaks down these stories and more, including recent shifts in commodity prices, Chinese stimulus and the upcoming U.S. election.  (Recorded: October 9, 2024)

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

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Eric Lascelles reviews the latest stories in the economy including September’s better-than-expected U.S. jobs report and what it signals for the economy. Eric also looks into the path ahead for central banks rate cuts, the impact of immigration, and the short-term and long-term economic impacts of natural disasters.  (Recorded: October 4, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-numbers-heat-up-while-rates-come-down/detail/.

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