Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true.

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Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/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, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties.  (Recorded: July 15, 2025)

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

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, reviews the year so far in European equities, highlighting market performance and the factors driving capital inflows. David emphasizes the resilience of companies and notes shifts in portfolio strategy, including increased investments in domestic businesses as management teams navigate tariff uncertainties.  (Recorded: July 15, 2025)

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

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Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.  (Recorded: July 10, 2025)

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

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Laurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management Limited, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.  (Recorded: July 10, 2025)

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

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Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit. Andrzej also outlines his team's current strategy and emphasizes the importance of staying analytical and objective when interpreting market dynamics and making investment decisions.  (Recorded: July 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit. Andrzej also outlines his team's current strategy and emphasizes the importance of staying analytical and objective when interpreting market dynamics and making investment decisions.  (Recorded: July 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/weaker-dollar-elevated-deficits-what-it-means-for-fixed-income-investors/detail/?disclaimer=true.

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Scott Lysakowski discusses the improving outlook for the Canadian market after years of underperformance compared to the U.S., highlighting resilience in the face of tariffs and trade deals with less economic damage than expected. Scott also emphasizes the importance of maintaining a balanced investment approach, using strategies such as diversification and dollar-cost averaging.  (Recorded: July 7, 2025)

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

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Scott Lysakowski discusses the improving outlook for the Canadian market after years of underperformance compared to the U.S., highlighting resilience in the face of tariffs and trade deals with less economic damage than expected. Scott also emphasizes the importance of maintaining a balanced investment approach, using strategies such as diversification and dollar-cost averaging.  (Recorded: July 7, 2025)

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

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested