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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Philippe Langham recaps emerging market equities in 2024, noting renewed underperformance following Trump’s re-election. Phillippe also discusses what could be ahead for the asset class in 2025, considering the potential impact of Trump’s threats of tariffs on economies like China, shifting trade dynamics, and opportunities for EM tech manufacturers.  (Recorded: January 14, 2025)

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

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The Co-Heads of North American Equities are formally welcomed to The Download podcast in their new roles. As they look back at 2024, Irene Fernando focuses on the performance of Canadian banks, while Sarah Neilson looks at commodities.  (Recorded: January 10, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/curious-about-north-american-equities/detail/?disclaimer=true.

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Sarah Riopelle reflects on key takeaways from 2024 and how a tactical approach to asset allocation is key in a market full of surprises. Sarah also discusses the potential risks to economic growth in 2025, including geopolitical tensions and policy changes and why she is maintaining a neutral asset mix to set up for the year ahead.  (Recorded: January 10, 2025)

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

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Stu Kedwell discusses where the potential opportunities could lie in 2025, with a focus on dividend stocks for Canadian investors. Stu also talks about changing market expectations around Fed interest rate cuts and what that could mean for bond investors.  (Recorded: January 9, 2025)

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

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Andrzej Skiba discusses the outlook for fixed income amid surging U.S. Treasury yields and potential tariff risks. Andrzej also highlights the importance of challenging market views and questioning investment decisions particularly with changing expectations around rate cuts as seen in 2024.  (Recorded: January 8, 2025)

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

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Scott Lysakowski reflects on Canadian market performance in 2024. Scott then looks ahead to potential opportunities for investors in 2025 as Canada’s political and policy landscape changes.  (Recorded: January 7, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-equities-market-outlook-for-2025/detail/?disclaimer=true.

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Stu Kedwell reflects on 2024 in markets, including mega-cap concentration, shifting recession calls, and recent post-election enthusiasm. Stu also explains how a diversified strategy can help you navigate market events to come in the year ahead.  (Recorded: December 17, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2024-in-review-what-markets-taught-us/detail/?disclaimer=true.

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Marcello Montanari explores the latest developments in the technology sector, examining how long the super cycle driven by tech giants will continue and diving into emerging technologies shaping the future of the industry.  (Recorded: December 13, 2024)

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

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