Stu Kedwell examines the market's reaction to the threat of tariffs by the U.S. and how it impacts investor behaviour and market valuations. Stu also explains the importance of long-term investment strategies, especially in the face of potential economic challenges or market disruptions, and the benefits of patience in these scenarios.  (Recorded: February 4, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/assessing-the-market-reaction-to-tariffs/detail/?disclaimer=true.

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Eric Lascelles discusses potential of tariffs by the United States, their economic impact, the likelihood of various tariff scenarios and the importance of negotiations between countries to mitigate damage. Eric also reviews the Bank of Canada's interest rate decisions in response to economic uncertainties, and the U.S. Federal Reserve's decision to maintain its policy rate.  (Recorded: January 31, 2025)

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

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Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions.  (Recorded: January 29, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-surprises-the-impact-of-deepseeks-ai-breakthrough/detail/?disclaimer=true.

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Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity.  (Recorded: January 28, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-infrastructure-in-2025/detail/?disclaimer=true.

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Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market.  (Recorded: January 23, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climbing-higher-navigating-inflated-us-valuations/detail/?disclaimer=true.

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Dagmara Fijalkowski reviews fixed income markets in 2024, highlighting how shifts in long-term inflation, recession expectations, and rate cuts have impacted the trajectory of yields for the year ahead. Dagmara also explores the currency outlook and the implications of a new U.S. administration and policies for investors.  (Recorded: January 21, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-in-2025-the-upside-of-boring/detail/?disclaimer=true.

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David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses the outlook for European equities and notes that despite a time of heightened geopolitical and economic uncertainty, opportunities may still emerge as things become ‘less worse.’ David also looks at interesting trends in sectors and industries including discretionary luxury goods, weight-loss drugs, and AI technology.  (Recorded: January 20, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-in-2025-signs-of-steadiness/detail/?disclaimer=true.

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Stu Kedwell recaps the first weeks of 2025 in markets and explains how investors can navigate the many unknowns still ahead. Stu also discusses the importance of a strong management team within companies as they can help to expand the margins and free-cash flow generation.  (Recorded: January 17, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-consistent-after-a-mixed-start-to-the-year/detail/?disclaimer=true.

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Habib Subjally, Managing Director & Senior Portfolio Manager, Head of Global Equities, RBC Global Asset Management Limited, discusses the elements that go into building robust portfolios and identifying companies that can capture growth and withstand risks. Habib also shares his outlook for the year ahead, noting key 2024 themes like weight-loss drugs and AI technologies will likely evolve further.  (Recorded: January 16, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-long-term-success-in-2025/detail/?disclaimer=true.

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Eric Lascelles reviews December’s jobs reports for both Canada and the U.S. and why employment growth could diminish the outlook for further rate cuts in 2025. Eric also discusses other key economic themes on his radar, including the potential impact of Trump’s tariff plans and if growth is on the way for the Canadian economy.  (Recorded: January 15, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/will-job-market-strength-leave-rate-cuts-in-question/detail/?disclaimer=true.

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