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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Bond yields have climbed to their highest levels since just before global financial crisis. What does this mean for balanced investors? This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, explains how higher bond yields are affecting the outlook for bond and equity markets, and reflects on the latest tactical asset mix changes in the portfolios she manages.  

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/rebalancing-portfolios-in-a-time-of-rising-bond-yields-/detail/?disclaimer=true.

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Despite signs of a slowing economy, North American job numbers saw a significant boost in September. Will this strength spur further action from central banks? This episode, Chief Economist Eric Lascelles looks deeper into the data, and how it factors into the ongoing questions around inflation and the future of interest rate hikes. (Recorded: October 6, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/making-sense-of-job-market-surprises-/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, shares his thoughts on recent moves in interest rates, and what they mean for bond markets. Stu also chats about key strategies investors can utilize while navigating near-term uncertainty.

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/interest-rate-watch-short-term-stalls-long-term-spikes/detail/?disclaimer=true.

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This episode, Stu Kedwell, Co-Head of North American Equities, provides an overview of Canadian bank results, and explains why loan loss provisions are a big theme this earnings season.  Stu also discusses how these bank earnings will impact the performance of dividend portfolios.    (Recorded: September 14, 2023)

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

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The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest economic and labour market data.  (Recorded: September 6, 2023)

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

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This episode, Stu Kedwell, Co-Head of North American Equities, discusses why it’s important for investors to recognize the “ripple effects” that come with investing in particular stocks or sectors, and how doing so can help capture potential opportunities in the market. (Recorded: September 5, 2023)

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

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China’s post-pandemic economic recovery has stalled. Retail sales have weakened, international trade is in a free-fall and housing problems continue to mount. How will these headwinds impact growth in the short and long term? What steps are policymakers taken to help revive activity? This episode, Chief Economist Eric Lascelles, weighs in on the path ahead for China’s economy.    (Recorded: August 31, 2023)

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

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This episode, Dave chats with Andrew Hay, Head, Global Infrastructure Investments, all about global infrastructure as an asset class, and how the underlying businesses within can help provide diversification benefits for investors. Andrew also chats about his background and career journey prior to joining RBC GAM.

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/getting-to-know-global-infrastructure/detail/?disclaimer=true.

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Will the economy continue to slow? How will this impact the outlook for earnings growth? This episode, Stu Kedwell, Co-Head of North American Equities, returns to discuss the recent events in markets, and the key investment themes investors can keep top-of-mind as we enter the fall.     (Recorded: August 30, 2023)

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

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