This episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities, discusses key themes and factors playing out for the technology sector in 2024, with a particular focus on exciting advancements in ecommerce and generative AI. Marcello also explains how he “adds torque” to portfolios by carefully weighing between growth prospects.  (Recorded: January 19, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-the-outlook-for-the-technology-sector-in-2024/detail/?disclaimer=true.

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This episode, Stu Kedwell, chats about the yield curve inversion, and what a return to a normal slope could mean for markets. Stu also discusses December’s less-than-impressive inflation numbers and whether IPO activity will pick up in 2024.  (Recorded: January 18, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-update-inverted-yield-curve-inflation-hiccups-and-ipo-anticipation/detail/?disclaimer=true.

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This episode, Scott Lysakowski, Managing Director & Senior Portfolio Manager, Head of Canadian Equities , assesses if a group of titans could emerge in the Canadian stock market and impact performance. Scott also provides his outlook for Canadian equities for 2024, as the economy heads towards a possible recession and interest rate cuts.  (Recorded: January 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/does-canada-have-its-own-magnificent-7/detail/?disclaimer=true.

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This episode, Stu Kedwell, Managing Director, Senior Portfolio Manager & Co-Head of North American Equities, provides his thoughts on the major economic stories playing out in 2024, from interest rates to political elections, and their potential impact on markets. Stu explains why sticking to key investment principles – such as adopting a long-term mindset – will be essential for investors in managing their emotions through market swings this year.  (Recorded: January 9, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/gauging-investor-behaviour-ahead-of-an-unpredictable-year/detail/?disclaimer=true.

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This episode, Managing Director & Chief Economist Eric Lascelles looks at the latest jobs data in the U.S. and Canada and how these numbers may impact expectations for a recession this year. Eric also provides some early thoughts on what is set to be an eventful year in politics as many countries – including the U.S., India, and Indonesia to name a few - head to the polls in the months ahead.  (Recorded: January 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/forecasting-the-global-economic-trends-of-2024/detail/?disclaimer=true.

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Between rapidly shifting bond yields, the U.S. election, and possible interest rate cuts, a lot lies ahead for markets in 2024. In this episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses the current opportunity in fixed income, the top considerations she is anticipating for the new year, and how she is factoring them into the portfolios she manages.  Here’s the link that Dave refers to: Rate cycle maturing (Recorded: December 20, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/new-year-new-risks-and-opportunities-for-investors/detail/?disclaimer=true.

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What did markets teach us in 2023? This episode, Stu Kedwell, Co-Head of North American Equities, reflects on both stock and bond markets over the past year, noting the positives and negatives that shaped performance.  Stu also explains how strategies such as dollar-cost averaging, can help investors stay in the market through the ups and downs that will inevitably come in the new year.  (Recorded: December 19, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-back-at-markets-in-2023/detail/?disclaimer=true.

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This episode, Dan Chornous, Chief Investment Officer, joins Dave to chat about why the current period could be an exciting time for fixed income investors as short-term interest rates reach their peak. Dan also discusses how investors can rethink their allocations as tightening cycles begin to slow and the economic picture evolves.  (Recorded: December 14, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-the-next-interest-rate-and-economic-cycles/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, recaps the year-end results from Canada’s top banks amid an evolving interest rate story and slowing economic landscape. Stu also covers some of the key differences between U.S. and Canadian banks, and how they may play into the overall outlook for the financial sector in 2024.  (Recorded: December 12, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/capping-off-the-year-with-canadian-bank-earnings/detail/?disclaimer=true.

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While there is still work to do, Chief Economist Eric Lascelles suggests that we can start to feel better about the inflation story overall. Eric discusses how much further inflation will fall from here, why housing and labour costs could take longer to come down, and other economic stories including November’s U.S. job numbers, and recent volatility in bond yields.

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-the-inflation-battle-finally-over/detail/?disclaimer=true.

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