Jeremy Richardson, Senior Portfolio Manager, Global Equities, RBC Global Asset Management Limited, discusses the rapid changes in market dynamics, including shifts in regional and industry performance. Jeremy also reflects on the ongoing evolution of AI as a significant investment theme and the importance of due diligence as companies continue to adopt these technologies.  (Recorded: May 30, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-shifts-and-ai-reshaping-global-equities/detail/?disclaimer=true.

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Stu Kedwell explores the current state of the Canadian economy, noting its sluggish performance and analyzing the latest financial reports from the country’s top banks. Stu also emphasizes the importance of diversification, spotlighting investment opportunities in non-U.S. markets and the benefits of dollar-cost averaging in uncertain times.  (Recorded: May 29, 2025)

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

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Stu Kedwell discusses the importance of maintaining long-term trust in market performance despite short-term volatility, attributing the recent market decline to “self-inflicted” issues like tariffs and trade negotiations rather than broader, external forces. Stu also emphasizes dollar cost averaging as an effective strategy to help investors remain disciplined and avoid the urge to time the market.  (Recorded: May 21, 2025)

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

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Scott Lysakowski highlights the strong performance of the Canadian equity market, emphasizing dividend-paying Canadian stocks, particularly in the energy sector, as attractive options. Scott also explains why gold stocks are standing out as a bright spot in markets and emphasizes the role that a disciplined approach plays in evaluating risk-reward opportunities.  (Recorded: May 12, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-how-energy-dividends-and-gold-are-driving-growth/detail/?disclaimer=true.

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David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, highlights the key drivers behind European equity market outperformance, including low valuations, Germany's significant fiscal stimulus, and a growing shift from a U.S.-centric to a more global investment approach. He emphasizes the importance of focusing on companies adept at navigating Europe's regulatory and economic landscape, reminding investors to prioritize fundamentals over short-term geopolitical noise to make well-informed decisions. (Recorded: May 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-focusing-on-fundamentals/detail/?disclaimer=true.

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Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times.  (Recorded: May 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.

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Eric Lascelles discusses recent economic trends, including the latest U.S. jobs report and the impact of tariffs. Eric then focuses on commodity markets, addressing the sustainability of rising oil prices and the strong performance of Canadian commodities like gold, silver, and copper.    (Recorded: May 2, 2025)

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

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Eric Lascelles discusses the impact of tariffs on the economy, with a focus on inflation, purchasing power, and the potential for industry shifts due to rising costs. Eric also provides his insight on economic data and growth expectations, suggesting that while growth may be modest, a recession is not inevitable. 

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-cost-of-trade-navigating-an-economy-under-tariffs/detail/?disclaimer=true.

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Stu Kedwell discusses market reactions following the U.S. imposition of tariffs on April 2, and the ensuing 90-day pause. Stu also explores the potential headwinds and tailwinds facing earnings growth for companies, and how estimates may shift due to current uncertainties.  (Recorded: April 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evaluating-post-liberation-day-market-moves/detail/?disclaimer=true.

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Stu Kedwell examines the repercussions of new U.S. tariffs on financial markets, noting the potential for reduced global economic growth and its effects on commodities. Stu also underscores the importance of active management and being prepared to adjust and rebalance portfolios in response to the evolving economic landscape.  (Recorded: April 3, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tariff-turbulence-adapting-with-active-investment-strategies/detail/?disclaimer=true.

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