Stu Kedwell discusses what he was focused on in markets over the long weekend before sharing his reaction to the volatility.  (Recorded: August 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reacting-to-a-volatility-spike-amidst-a-lull/detail/?disclaimer=true.

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

Eric Lascelles unpacks the latest U.S. jobs data, and what it signals for the economy, as concerns grow around the possibility of a hard landing. Eric also discusses how these, and other weakening indicators could shift the potential timing of the Fed’s first rate cut.  (Recorded: August 2, 2024)

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

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

Stu Kedwell discusses consumer spending patterns and political developments may influence companies’ earnings. Stu also discusses some signs of potential economic weakening, and the outlook as we continue into the easing cycle.  (Recorded: July 30, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/charting-key-economic-trends-in-corporate-earnings-results/detail/?disclaimer=true.

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

Eric Lascelles discusses the recent central bank activities, including the Bank of Canada’s rate cut and the potential for another to come in the fall, as well as anticipation for the Fed’s first rate cut. Eric also looks at the recent shake-ups in the U.S. presidential election, and the outlook ahead as the race heats up.  (Recorded: July 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/what-to-expect-as-rate-cuts-and-the-us-presidential-race-intensify/detail/?disclaimer=true.

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

Stu Kedwell reviews the latest happenings in markets, including the Bank of Canada’s latest rate cut. Stu also explains the opportunities ahead for companies as technology, particularly AI, continues to evolve.  (Recorded: July 24, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-moves-canadian-rates-us-politics-and-tech/detail/?disclaimer=true.

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

Pierre-Henri de Monts de Savasse, Senior Portfolio Manager, BlueBay Fixed Income Team, RBC Global Asset Management Limited, provides an update on convertible bonds, and how investors can use them as a tool in their portfolios for equity-like performance with bond-like protection. Pierre-Henri also covers some of the challenges facing the asset class, including higher U.S. interest rates.  (Recorded: July 15, 2024)

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

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

Soo Boo Cheah, Managing Director & Senior Portfolio Manager, Global Fixed Income & Currencies, RBC Global Asset Management Limited, provides an update on bond markets, highlighting how inflation and other macro factors are shaping the outlook during this central bank easing cycle. Soo Boo also discusses strategies for achieving decent yields without taking on extra risk and how the election cycle and government debt management will impact bonds.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/key-themes-in-todays-global-fixed-income-markets/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, recaps the year in emerging markets and reveals surprising growth opportunities, including Taiwanese AI manufacturers. Laurence also shares how she is navigating China’s slow recovery, and how a weaker U.S. dollar could provide a boost for EM in the year ahead.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-changing-landscape-of-emerging-markets/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, Head of European Equities, RBC Global Asset Management Limited, discusses market performance for European stocks so far, noting the market concentration led by large technology companies. David also looks key themes shaping markets, including the impacts of ongoing interest rate cuts and disruptions on the political front.  (Recorded: July 15, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-a-goal-getting-summer/detail/?disclaimer=true.

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

Eric Lascelles discusses June’s U.S. jobs report and its implications for interest rate cuts amid slowing hiring. Eric also discusses contraction in the manufacturing sector per the latest ISM Report, lower demand, and what these mean for manufacturers and current economics conditions.  (Recorded: July 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-jobs-interest-rates-and-manufacturing/detail/?disclaimer=true.

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