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The Institutional Beat episodes
- Transformational change in quantitative investing: How AI is shaping a new era
In this episode, Institutional Portfolio Manager Katherine Rusin interviews Jaco van der Walt, Managing Director and Global Head of Quantitative Investments at RBC Global Asset Management. This podcast episode was recorded on September 2, 2026
16 min - Beyond the leaders: Perspectives on concentration in the emerging market equity index
In this episode, our speakers explore the phenomenon of extreme index concentration in emerging markets currently being driven by AI, and the implications for portfolio construction. This podcast episode was recorded on July 16, 2026.
Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/thoughts-from-the-em-equity-desk-ai-index-concentration-ca/detail30 min - From pipelines to data centres: inside Canada's energy transformation
Sarah Neilson, Co-Head of North American Equities, brings a fresh perspective from the Calgary Stampede. She breaks down why midstream, liquefied natural gas, nuclear, and Alberta's first gigawatt data centre make the case for energy in your portfolio.
30 min - Is everything broken? How endowments & foundations can preserve, grow, and spend in uncertain markets
In this episode, our speakers explore the numerous challenges that endowment & foundation investors have faced in recent years and discuss practical strategies for building resilient portfolios that serve the long-term missions of non-profit organizations. This podcast episode was recorded on June 15, 2026.
33 min - Emerging market debt: Opportunities in a dynamic landscape
In this episode, our speakers explore the emerging market debt asset class – a US$30 trillion universe with significant opportunities for institutional investors. This podcast episode was recorded on April 10, 2026.
27 min - Responsible investing in 2026: Key trends shaping the landscape
In this episode, our speakers explore the critical trends shaping responsible investing in 2026, from the breakneck pace of AI deployment and its governance implications, to the geopolitical reckoning driving a meaningful shift in defense sector investments. This episode was recorded on March 30, 2026.
24 min - The gold story: A deep dive into the sector’s performance
In this episode, Slava Sherbatov interviews Jeffrey Schok covering gold and precious metals on RBC's North American Equity team. Together, they explore the remarkable surge in gold prices in 2025, and examine the fundamental drivers behind this rally. This podcast episode was recorded on March 19, 2026.
29 min - Jean Marmoreo shares excerpts from her book: “The Last Doctor”. Lessons in Living from the Front Lines of Medical Assistance in Dying
An essential exploration of the human stories behind Canada’s evolving acceptance of Medical Assistance in Dying from one of its first and most thoughtful practitioners.
Unearth the powerful compassion behind end-of-life care from a remarkable human who sets Boston Marathon Records, kayaks around Manhattan, and lives to the mantra of time well spent.Dr. Jean Marmoreo believes the best care a health professional can provide is to honour a patient’s life and to end it on the patient’s terms. For 45 years Dr. Jean Marmoreo was a family physician practising in downtown Toronto, and in 2016 became one of Canada’s first practitioners of MAiD, to provide Medical Assistance in Dying.Dr. Marmoreo shares powerful patient stories and her journey into caregiving and end-of-life decision-making.Leanne Kaufman, the President and CEO of RBC Royal Trust, returns to the show, and we have an important discussion on end-of-life financial matters.Marketing Hall of Legends and Canadian Marketing and PR Hall of Fame inductee Tony Chapman hosts Chatter That Matters. Each week, Tony shares a story of someone who overcomes circumstances to chase their dreams and change their world and ours for the better.Positivity and possibility to counter the negativity and the growing sense of impossibility.Download and subscribe to Chatter That Matters wherever you get your podcasts, or click here:8 min - AI boom and bubble: Long-term strategies for volatile times
In this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026.
25 min - Navigating markets: 2026 economic and investment outlook
In this episode, Institutional Portfolio Manager Haley Hopwood interviews Eric Savoie, Senior Investment Strategist on RBC GAM’s Macroeconomic and Strategy Team, about his outlook for the year ahead. Together, they discuss the current state of the global economy and explore key investment trends likely to shape financial markets and investor portfolios in 2026. This podcast episode was recorded on December 11, 2025.
35 min
About The Institutional Beat
From the publisher's feed
Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.