This episode, Stu Kedwell, Co-Head of North American Equities talks falling leaves before moving onto rates coming down.  The conversation finishes around how active management is helpful when stocks perform better than an index. (Recorded: November 30, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-management-and-squirrels-/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the many different strategies he uses to tactically position portfolios for various scenarios. Stu also dives into covered calls as a potentially lower-risk option strategy for investors.  (Recorded: November 22, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/enhancing-portfolios-with-call-options/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, looks at the market reaction to positive CPI data in the U.S. and what it says about the possibility of interest rates moving lower in the future.  Stu also discusses how businesses and consumers can manage their expectations in the meantime.    (Recorded: November 14, 2023)

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

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There’s more to Canada’s 2023 stock market performance story than meets the eye. This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head PH&N Canadian Equity Team, dives into some of the factors contributing to Canadian equity performance so far this year, and what investors can look out for on the horizon. Scott also explains the concept of commodity ‘super cycles’ and whether Canada is currently in one.  (Recorded: November 10, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-whats-ahead-for-the-balance-of-the-year/detail/?disclaimer=true.

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After months of resiliency, the North American job market finally appears to be cooling off. Are these and other economic indicators shifting the call for a recession for the rest of the year?  This episode, Chief Economist Eric Lascelles, looks at the latest jobs reports out of the U.S. and Canada, and then out to their broader economies, noting weakness on the rise.  (Recorded: November 3, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-do-softening-north-american-jobs-numbers-say-about-recession/detail/?disclaimer=true.

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On Wednesday, the U.S. Federal Reserve decided to keep the federal funds rate unchanged, fueling hope in markets that the era of interest rate hikes could be ending. This episode, Stu Kedwell, Co-head of North American Equities, unpacks the reaction to this announcement in both stocks and bond markets, and discusses how these recent positive trends factor into the broader macro picture.    (Recorded: November 2, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-rally-as-the-fed-holds-steady/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the Bank of Canada’s recent decision to hold tight on interest rates, and whether it will have an impact on dividend growth.  Stu then chats about strategies that investors can think about as they prepare for year-end taxes, including tax-loss harvesting.  (Recorded: October 25, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tax-planning-strategies-for-a-high-interest-rate-environment/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses the latest moves in markets as quarterly earnings begin to come out in the U.S. Stu also explains how the anticipation for an economic slowdown could impact results, if a soft landing is still within reach, and what investors can keep in mind if a recession materializes.   (Recorded: October 19, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/have-markets-moved-on-from-a-recession/detail/?disclaimer=true.

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Given the challenges of today’s macro environment, which areas of the market can long-term investors look to for potential opportunities? This episode, Stu Kedwell, Co-Head of North American Equities, discusses.  (Recorded: October 12, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/headwinds-tailwinds-and-the-long-term-investor/detail/?disclaimer=true.

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How does the recent surge in U.S. 10-year Treasury bond yields change the outlook for bond markets? Will central banks resume and extend their tightening cycles as a result? This episode, Andrzej Skiba, Senior Portfolio Manager, Head of U.S. Fixed Income, RBC Global Asset Management Inc., discusses what’s driving higher bond yields in the current environment.      (Recorded: October 12, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/rising-yields-and-their-impact-on-interest-rates/detail/?disclaimer=true.

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