Stu Kedwell explains how big capital spending creates temporary earnings surges. These spikes can confuse investors trying to assess the outlook for long-term growth. Next year's growth depends on spending staying constant or increasing significantly. (Recorded: July 2, 2026)

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

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Rob Cavallo and Marcello Montanari break down what's happening in tech and biotech sectors right now. They explain why companies investing billions in AI actually have solid profits backing those decisions, reveal where AI is already delivering real results like in advertising and coding, and discuss why diversification in both healthcare and tech stocks adds value to your portfolio. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true.

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Steve Pitts breaks down how oil prices dropped $50 a barrel after the ceasefire, easing inflation concerns and shifting market expectations for central bank rate hikes. The U.S. Federal Reserve's new chair signaled a commitment to controlling inflation. This has caused inflation expectations in the bond market to fall dramatically.  (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/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., joins Dave to discuss how geopolitics, AI adoption, and inflation are reshaping bond markets. He also shares a cautious but constructive outlook for fixed income in 2027.  (Recorded: June 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true.

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Eric Lascelles unpacks recent inflation data and the economic forces affecting investors. He breaks down energy shocks, job markets, artificial intelligence and how these forces could shape your investments.  (Recorded: June 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true.

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Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

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Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true.

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Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true.

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Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

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Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  (Recorded: May 12, 2026)

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

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