The Institutional Beat

In this episode, Institutional Portfolio Manager Julie Ducharme interviews Joanna Mejza, Director of the PH&N Institutional Portfolio Solutions team. Together, they discuss a recent IPS Insights paper that challenged long-standing assumptions about asset allocation and fund implementation decisions within institutional investment portfolios. This podcast episode was recorded on November 20, 2025.

In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025.

In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Gord Keesic and Kai Lee, members of the PH&N Indigenous Investment Services group, about the unique aspects of serving Indigenous investors. This podcast episode was recorded on September 18, 2025.

In this episode, Institutional Portfolio Manager Haley Hopwood interviews Kristian Sawkins and Matt Dubras, senior members of the PH&N Fixed Income Team. Together, they discuss the fiscal expansion currently taking place in Canada and the U.S., and its implications for the bond market. This podcast episode was recorded on September 4, 2025.

In this episode, Institutional Portfolio Manager Dylan Rae interviews Dijana Jelic, a product specialist on the RBC Emerging Markets Equity Team at RBC GAM-UK, about the recent outperformance of emerging market equities and her outlook for the asset class. This podcast episode was recorded on July 21, 2025.

In this episode, Institutional Portfolio Manager Julie Ducharme interviews Sarah Neilson, Co-Head of North American Equities at RBC Global Asset Management Inc. Together, they discuss historical barriers to Canada’s performance on the energy world stage, more recent developments, and themes and subsectors that warrant particular attention looking forward.

Jeff Roberts and Mark Dowding discuss the recovery in capital markets that has taken place since U.S. President Trump’s “Liberation Day” announcements, and whether this is an indication of what’s to come, or whether we can expect further volatility ahead. This podcast episode was recorded on May 7, 2025.

In this episode, our Chief Economist Eric Lascelles returns to discuss the latest developments on the U.S. tariff front with Institutional Portfolio Manager Haley Hopwood. While the situation has escalated meaningfully since Eric and Haley last met to discuss the likelihood and implications of Trump’s proposed tariffs on Canadian imports, uncertainty remains high and market volatility continues as a result.

In this episode, Slava Sherbatov speaks with Jennifer Schillaci, Managing Director and Head of Real Estate Equity and Mortgage Investments at RBC Global Asset Management Inc., to review recent performance of the Canadian real estate market, repercussions of tariffs, and the medium-term outlook for the asset class.

Julie Ducharme and Habib Subjally discuss managing a global equity portfolio through macroeconomic uncertainty, navigating major advancements in the technology sector, and the impact of global equity market concentration.