The Download with David Richardson

RBC Global Asset Management (RBC GAM)

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INVESTING

Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends.

FEB 24

Risk vs. return: Finding a balanced investment strategy for 2025

Sarah Riopelle discusses equity market performance and various risks so far this year, as well as recent developments in bond markets. Sarah also touches on the importance of active management within investment portfolios in navigating market conditions. (Recorded: February 24, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/risk-vs-return-finding-a-balanced-investment-strategy-for-2025/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

29 min
FEB 20

An investment faceoff

Stu Kedwell shares his thoughts on a hodgepodge of investment topics, taking inspiration from the gloves hitting the ice during the recent Canada-U.S. hockey game. Dave and Stu discuss the emotions felt when investing versus watching a high-profile hockey game. (Recorded: February 20, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/investment-stus-faceoff-with-dave/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

27 min
FEB 10

Beyond borders: The economic impact of trade barriers

Eric Lascelles discusses the latest jobs reports, diving into the complexities and uncertainty around U.S. tariffs and how market reactions could influence political decisions and future negotiations. Eric also highlights the importance of keeping economic fundamentals in mind and making consistent, rational decisions for long-term investment success. (Recorded: February 10, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beyond-borders-the-economic-impact-of-trade-barriers/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

35 min
FEB 4

Assessing the market reaction to tariffs

Stu Kedwell examines the market's reaction to the threat of tariffs by the U.S. and how it impacts investor behaviour and market valuations. Stu also explains the importance of long-term investment strategies, especially in the face of potential economic challenges or market disruptions, and the benefits of patience in these scenarios. (Recorded: February 4, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/assessing-the-market-reaction-to-tariffs/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

34 min
JAN 31

The tariff effect: What’s next for the North American economy?

Eric Lascelles discusses potential of tariffs by the United States, their economic impact, the likelihood of various tariff scenarios and the importance of negotiations between countries to mitigate damage. Eric also reviews the Bank of Canada's interest rate decisions in response to economic uncertainties, and the U.S. Federal Reserve's decision to maintain its policy rate. (Recorded: January 31, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-tariff-effect-whats-next-for-the-north-american-economy/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

35 min
JAN 29

Adapting to market surprises: The impact of DeepSeek's AI breakthrough

Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions. (Recorded: January 29, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/adapting-to-market-surprises-the-impact-of-deepseeks-ai-breakthrough/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

22 min
JAN 28

What’s driving infrastructure in 2025?

Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity. (Recorded: January 28, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-driving-infrastructure-in-2025/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

32 min
JAN 23

Climbing higher: Navigating inflated U.S. valuations

Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market. (Recorded: January 23, 2025) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/climbing-higher-navigating-inflated-us-valuations/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

20 min

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Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends.