The Institutional Beat

PH&N Institutional
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Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.

  1. JAN 28

    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. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/artificial-intelligence-paradigm-shift-or-bubble-maybe-its-both_ca/detail

    25 min

  2. 12/17/2025

    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

  3. 11/27/2025

    Challenging the 90% rule: A fresh perspective on asset mix vs manager selection

    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. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/a-new-perspective-on-the-importance-of-different-investment-decisions/detail

    20 min

  4. 10/20/2025

    Active management in concentrated markets: Insights from Stu Kedwell

    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.

    35 min

  5. 09/25/2025

    Reconciliation through investment: Supporting Indigenous economic futures

    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.

    25 min

  6. 09/10/2025

    Unpacking fiscal expansion: Impacts on bonds and beyond

    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.

    24 min

  7. 07/29/2025

    Emerging market equities: A turning point?

    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.

    17 min

  8. 06/17/2025

    From barriers to breakthroughs: Canada’s energy sector in focus

    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.

    17 min
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About

Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.

Information

  • Creator
    PH&N Institutional
  • Years Active
    2025 - 2026
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    PH&N Institutional is the institutional business division of RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © RBC Global Asset Management Inc., 2025
  • Show Website
    The Institutional Beat