The Download with David Richardson

RBC Global Asset Management (RBC GAM)

3.0 (2)
INVESTING

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

6 DAYS AGO

2024 in review: What markets taught us

Stu Kedwell reflects on 2024 in markets, including mega-cap concentration, shifting recession calls, and recent post-election enthusiasm. Stu also explains how a diversified strategy can help you navigate market events to come in the year ahead. (Recorded: December 17, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/2024-in-review-what-markets-taught-us/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

26 min
DEC 13

Technology trends to watch for in 2025

Marcello Montanari explores the latest developments in the technology sector, examining how long the super cycle driven by tech giants will continue and diving into emerging technologies shaping the future of the industry. (Recorded: December 13, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/technology-trends-to-watch-for-in-2025/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

24 min
DEC 9

Navigating uncertainty: Bank earnings reflect challenged Canadian economy

Stu Kedwell discusses Canadian big bank earnings results and what they reveal about the current state of the economy, as well as the direction for further Bank of Canada interest rate cuts. (Recorded: December 9, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-uncertainty-bank-earnings-reflect-challenged-canadian-economy/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

19 min
DEC 6

November jobs report: U.S. rebounds, Canadian unemployment rises

Eric Lascelles shares his thoughts on the path ahead for rate cuts and the economy as the U.S. and Canada release their latest jobs reports. (Recorded: December 6, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/november-jobs-report-us-rebounds-canadian-unemployment-rises/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

29 min
DEC 3

Piloting through turbulence: portfolio engineering in investment management

Stu Kedwell discusses portfolio engineering and how he uses it as a part of a broadly diversified portfolio management strategy. Stu also talks about Trump’s proposed tariffs for Canada and explains the near- and long-term impacts these potential changes may have on companies. (Recorded: December 3, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/piloting-through-turbulence-portfolio-engineering-in-investment-management/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

30 min
NOV 29

Insights into infrastructure investing

Andrew Hay discusses the landscape of infrastructure investments and the potential opportunities the asset class may provide within portfolios. Andrew also dives into digital infrastructure, including data centers, communication towers, and fiber cables as demand for digital connectivity grows. (Recorded: November 29, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/insights-into-infrastructure-investing/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

31 min
NOV 26

Talking about tariffs: what’s next for the Canadian economy?

Eric Lascelles discusses some considerations and potential implications for the Canadian economy should Donald Trump’s proposed tariff policies be enacted. (Recorded: November 26, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/talking-about-tariffs-whats-next-for-the-canadian-economy/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

22 min
NOV 19

Market news: the U.S. soars ahead while Canada holds back

Stu Kedwell talks about why investor sentiment is on the rise in the U.S., while Canadian investors appear to be taking a more cautious approach. (Recorded: November 19, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-the-us-soars-ahead-while-canada-holds-back/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

21 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.