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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Stu Kedwell discusses the recent surge in investor enthusiasm in markets and the important role of analyst insights in such an environment. He also highlights the value of understanding market behaviours and leveraging professional expertise to navigate market cycles.  (Recorded: October 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/managing-market-optimism-while-mitigating-risks/detail/?disclaimer=true.

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Jennifer Schillaci explores trends in real estate, including post-pandemic shifts in commercial properties, the impact of return-to-office mandates in cities like Toronto, and the evolving future of Canadian retailers. She also shares insights on the outlook for the asset class and the role of real estate equity investments as a valuable portfolio diversifier.  (Recorded: October 1, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/real-estate-investing-trends-and-opportunities/detail/?disclaimer=true.

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Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses.  (Recorded: September 26, 2025)

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

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David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials.  (Recorded: September 22, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.

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Polina Kurdyavko, Managing Director, Senior Portfolio Manager & Head of Emerging Markets, BlueBay Fixed Income, RBC Global Asset Management Limited, shares her cautious approach to investing in emerging markets, highlighting the importance of prudent fiscal policies, low leverage, and high yields with reduced volatility. She also discusses the value of global diversification in fixed income portfolios and explores opportunities for Canadian investors in regions like Latin America and Asia.  (Recorded: September 18, 2025)

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

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Stu Kedwell provides an overview of the current market environment. He highlights the resilience of Canadian banks, the dynamics of mergers and acquisitions, and the evolving opportunities in sectors like energy and mining.  (Recorded: September 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-for-opportunities-within-the-current-economic-backdrop/detail/?disclaimer=true.

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