Listen Now

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, dives into the current state of the Canadian equity market. Scott chats about how a slowing economy weighs more heavily on cyclical sectors like commodities and financials in the near term, but also how these sectors could be well positioned to bounce back over the long term. (Recorded: May 24, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-canadian-equity-markets-holding-up-against-a-slowing-economy/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, shares some early observations on North American bank earnings so far. Stu also draws comparisons between Canadian and U.S. markets, noting the challenges facing cyclical stocks and how AI technology is providing a boost to stock market performance in the U.S. (Recorded: May 24, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tracking-trends-in-the-north-american-banking-sector/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Chief Economist Eric Lascelles discusses lending conditions as an indicator for a recession before sharing insights around small and mid-sized U.S. banks. (Recorded: May 9, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/lending-conditions-and-bank-liquidity-in-us-economy/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

After sharing Italian travel stories, Stu Kedwell, Co-Head of North American Equities, discusses how his team is improving the odds of an overall portfolio over the long-term. (Recorded: May 9, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/turning-a-negative-into-a-positive-with-a-long-term-view/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, provides his views on earnings season so far, the challenges companies may face in the second half of the year, and what it all means for investors. (Recorded: April 26, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-season-so-far-and-the-outlook-ahead/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, discusses U.S. bank earnings last quarter, and how banks and corporate real estate lending could be affected by hybrid return-to-work models. (Recorded: April 18, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bank-earnings-and-the-future-of-corporate-real-estate/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the latest inflation report out of the U.S., what it means for the future of interest rates, and how the yield curve is affected. Stu also reviews Canadian dividend stocks, and why they can be an attractive investment option for today’s market environment. (Recorded: April 12, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/dividend-investing-in-a-time-of-inflation-and-changing-interest-rates/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, offers her perspective on the state of today’s markets, interest rate policies, and recession. She also provides her thoughts on how she is adjusting her asset mix to reflect these evolving scenarios. (Recorded: March 31, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-a-multi-asset-portfolio-amid-heightened-uncertainty/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, talks about some of the tools that central banks can use to help stabilize the market during downturns. Stu also explains why current market conditions are a perfect example of why it’s important for investors to prepare their portfolios for a variety of scenarios. (Recorded: March 31, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-central-banks-can-combat-market-turbulence/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Chief Economist Eric Lascelles recaps the recent fallout in the international banking sector, and if intervention by central banks could have long-term impacts. Eric also provides an update on stubborn inflation and compares the current recessionary climate to that of 2007-2009. (Recorded: March 31, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-banking-sector-fallout-inflation-stand-off-and-recession-watch/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how markets and central banks around the world are responding to the Credit Suisse takeover, and what it could mean for the financial sector as a whole. Stu also shares strategies for investors to manage through unexpected market events. (Recorded: March 20, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-to-credit-suisse-takeover/detail. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

What caused the implosion of Silicon Valley Bank? What's at stake for markets, businesses, and investors? This episode, Stu Kedwell, Co-Head of North American Equities, weighs in on the current situation. (Recorded: March 13, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/silicon-valley-bank-collapse-what-happened-and-why-it-matters/detail. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, discusses his views on the current market landscape and how investors can navigate this period. He notes that short-term changes in markets, while notable in the present, may not ultimately impact the long-term intentions to resolve them. Stu also talks about the waiting game of monetary policy changes, and what to expect when we begin to see their impact. (Recorded: March 7, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-markets-shift-dont-rewrite-the-script/detail. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, dives into the earnings results from Canadian banks, what they reflect for the broader economy, and whether they will signal further action on interest rates from central banks. (Recorded: March 1, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-and-the-outlook-for-interest-rate/detail. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Chief Economist Eric Lascelles discusses the latest economic data from the U.S., focusing on how strong labour market and consumer spending data may impact interest rate decisions by the Federal Reserve. Eric also explores whether this resilience will spill over into the Canadian economy and what that could mean for the future of rate hikes here. (Recorded: February 24, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-economy-continues-to-defy-the-odds-will-canada-follow/detail. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Market sentiment has been largely focused on two questions: how fast will inflation decline from here, and how will earnings hold up in a slowing economy? This episode, Stu Kedwell, Co-Head of North American Equities, discusses the factors at play in the current market, and how investors can tilt the odds in their favour by investing regularly and dollar-cost averaging. (Recorded: February 23, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/positioning-for-the-long-term-with-dollar-cost-averaging/detail.

This episode, Stu Kedwell, Co-Head of North American Equities, discusses how to make sense of current market conditions, and why a dollar-cost averaging strategy can help minimize the impact of short-term volatility and help investors maintain long-term focus. (Recorded: February 16, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-a-dollar-cost-averaging-strategy-in-unpredictable-markets/detail.

This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses how statistics can be used to help make educated guesses on future trends in the Canadian stock market. Scott also weighs in on the factors that are shaping commodity markets in Canada, and whether a weaker U.S. dollar will impact the loonie. (Recorded: February 8, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/a-look-at-commodities-and-the-canadian-market/detail.

January’s U.S. jobs report soared above expectations, with the lowest unemployment rate in over 50 years. Yet, stocks fell last Friday in response to the news. This episode, Stu Kedwell, Co-Head of North American Equities, discusses the market reaction to these positive employment numbers, and if this will change the direction of interest rates. Stu also talks about earnings reports so far this quarter, and what it says about these broader economic themes at play. (Recorded: February 6, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-react-after-strong-us-jobs-report/detail.

This episode, Chief Economist Eric Lascelles discusses why the U.S. job market is still so strong, despite recession warning signs elsewhere in the economy. Eric also weighs in on other topics, including the Federal Reserve’s latest interest rate hike, and the outlook for the Canadian economy. (Recorded: February 3, 2023) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-labour-market-holds-steady-despite-recession-risk/detail.