The Download with David Richardson

RBC Global Asset Management (RBC GAM)

3.7 (3)
INVESTING

Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives

JAN 30

Looking past market enthusiasm for hidden value

Stu Kedwell shares his insights on current market developments, including short-term, headline-driven volatility, emerging markets’ outperformance against a weakening U.S. dollar, and strong sector performance in Canadian financials and materials. Stu also emphasizes the importance of looking beyond market headlines to identify potentially undervalued opportunities. (Recorded: January 30, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/looking-past-market-enthusiasm-for-hidden-value/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

24 min
JAN 29

Fixed income strategy 2026: bond market outlook and yield opportunities

Stephen Pitts discusses the fixed income market landscape, looking back at 2025 performance and shares his outlook for 2026 interest rate expectations. Stephen explores the fundamentals of bond portfolio construction, including how to balance three key objectives -- stability, equity diversification, and income generation – while capitalizing on opportunities presented by the current steepening yield curve. (Recorded: January 29, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fixed-income-strategy-2026-bond-market-outlook-and-yield-opportunities/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

32 min
JAN 22

AI, policies, and mid-caps: what to watch in markets this year

David Tron reflects on 2025's market resilience, attributing it to policy changes and AI advancements, noting the potential for continued momentum into 2026. David also highlights mid-cap stocks as an opportunity due to their growth potential and domestic focus. (Recorded: January 22, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-policies-and-mid-caps-what-to-watch-in-markets-this-year/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

38 min
JAN 16

Global economic shifts: productivity, growth, and technological change

Eric Lascelles analyzes the latest job market trends and economic indicators, from the impact of AI on employment and productivity to the effects of tariffs on manufacturing. Eric also shares insights into the Canadian economy, including job creation, unemployment rates, and the potential impact of global events on Canada's economic growth. (Recorded: January 16, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

34 min
JAN 15

Untapped potential: the case for emerging market equities

Philippe Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Market Equities, RBC Global Asset Management Limited, analyzes the drivers behind emerging markets' 2025 outperformance, including strength in IT, financials, and consumer sectors, alongside robust growth in China and North Asia. He also notes how heightened political instability shapes investment risks and why prioritizing corporate governance, trustworthy management, and localized research is critical for success. (Recorded: January 15, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

25 min
JAN 14

Navigating global equities in a world of change

Jeremy Richardson, Senior Portfolio Manager of Global Equities at RBC Global Asset Management Limited, explores critical themes shaping global equities. He discusses AI’s transformative market impact, currency fluctuations and regional market returns, healthcare innovations like GLP-1 weight-loss drugs, and the rise of robotics alongside its labour market implications. (Recorded: January 14, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

34 min
JAN 13

Navigating market volatility in 2026: strategies for long-term resilience

Sarah Riopelle reflects on 2025 and highlights investment themes for 2026. Themes include market resilience amid tariffs and geopolitical volatility, global equity outperformance, AI-driven growth tempered by valuation concerns, strategic currency hedging against a weak U.S. dollar, and the transient impact of geopolitical events on economic growth. She urges investors to adopt a disciplined long-term approach, leveraging market downturns as opportunities to build wealth through compounding. (Recorded: January 13, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-market-volatility-in-2026-strategies-for-long-term-resilience/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

31 min
JAN 8

European markets: trends and opportunities for 2026

David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses key themes for investors to think about European equities in 2026, including earnings growth expectations, lower valuation advantages, and emerging opportunities in key sectors like banks, utilities, healthcare and defense. David also highlights the value of professional management and guidance for navigating changing currency dynamics and regional complexities. (Recorded: January 8, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

29 min

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3.7

out of 5

3 Ratings

Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives