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

1D AGO

Active investing in uncertain times

Sarah Riopelle explores how she actively repositions the portfolios she manages as economic data changes, why the 60/40 portfolio still delivers. She also explains why viewing market uncertainty as an opportunity instead of something to be feared keeps you on track toward your long-term goals. Unless specified, returns refer to RBC Select Balanced Portfolio as of February 28, 2026. Standard Performance data for Series A RBC Select Balanced Portfolio is 1 yr: 9.2%; 3 yr: 12.5%; 5 yr: 7.0%; 10 yr: 7.3%. Please consult your advisor and read the prospectus and Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns for the periods indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers in Canada. (Recorded: March 26, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/active-investing-in-uncertain-times/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

28 min
MAR 19

Beyond the headlines: why a long-term strategy can still win

Dave Richardson and Stu Kedwell break down what geopolitical tensions mean for your portfolio and why markets may be pricing in a recovery too quickly. They discuss where real risks hide, how to spot opportunities in uncertainty, and why a long-term plan still beats reacting to headlines. (Recorded: March 19, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beyond-the-headlines-why-a-long-term-strategy-can-still-win/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

17 min
MAR 16

Energy, opportunity, and the power of active management

Join Dave Richardson and Sarah Neilson as they break down rapid market swings across energy, gold, and commodities. Sarah shares how active managers stay grounded in uncertainty through scenario planning, and why volatility can create opportunities for prepared investors. (Recorded: March 16, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-opportunity-and-the-power-of-active-management/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

37 min
MAR 9

Navigating oil shocks and volatility

Eric Lascelles breaks down the economic impact of the Iran conflict and rising oil prices. He explores how energy disruptions affect different regions, what it means for inflation and jobs, and why this volatility creates both challenges and opportunities for investors. (Recorded: March 9, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-oil-shocks-and-volatility/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

32 min
FEB 26

Shots on goal: why consistency beats luck in investing

Stu Kedwell discusses the early 2026 market volatility driven by artificial intelligence and its implications for businesses across sectors. Using Team Canada’s Olympic hockey performance as an analogy, Stu also explains how maintaining a consistent, disciplined process - like a hockey team that shoots more pucks - will eventually deliver results despite short-term setbacks. (Recorded: February 26, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shots-on-goal-why-consistency-beats-luck-in-investing/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

19 min
FEB 23

Responsible investment: five key trends for 2026

Melanie Adams discusses trends shaping the responsible investment landscape, including artificial intelligence, shifts in defense stock perspectives globally but particularly in Europe, U.S. shareholder voting rights protection, climate adaptation acceleration, and human rights considerations. Melanie also highlights the role of active stewardship in enabling meaningful engagement between investment teams and senior management at investee companies on ESG issues year-round. This podcast includes information related to RBC GAM’s approach to responsible investment. This approach does not apply to certain funds, investment strategies, asset classes, exposures or security types that do not integrate ESG factors, including, but not limited to, money market, buy and maintain, passive, and certain third-party sub-advised funds/strategies or certain currency or derivative instruments. Where our investment teams do integrate ESG factors, the weight given to ESG factors in an investment decision depends on the investment team’s assessment of that ESG factor’s potential impact on the performance of the security and/or the fund. For funds where ESG factors are not part of the investment objective, ESG factors are generally unlikely to drive investment decisions on their own, and, in some cases, may not impact an investment decision at all. RBC GAM has a general approach to active stewardship, proxy voting, and engagement that addresses ESG matters among other matters. References to active stewardship do not apply to certain funds or investment strategies that do not undertake proxy voting and/or engagement activities, including, but not limited to, quantitative investment strategies that do not conduct engagements, passive strategies, and certain third-party sub-advised strategies. RBC GAM does not manage proxy voting for certain third-party sub-advised strategies or separately managed accounts. (Recorded: February 23, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/responsible-investment-five-key-trends-for-2026/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

28 min
FEB 17

Exploring emerging opportunities in Japanese equities

David Soh, Head of Research and Portfolio Manager for RBC Asian Equity at RBC Global Asset Management Limited, discusses his career trajectory into the investment industry and his journey to RBC. David then provides an analysis of Japan's equity market, exploring the country's economic recovery from three decades of deflation, the tailwinds from a weak yen boosting exports and tourism, evolving market dynamics, regional comparisons with South Korea, and structural drivers including corporate governance reforms and global CapEx trends. (Recorded: February 17, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-emerging-opportunities-in-japanese-equities/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

29 min
FEB 13

Through the volatility: diversification strategies for tech’s AI transformation

Stu Kedwell discusses tech investment spending and market concerns about business model sustainability following recent AI announcements. Stu also highlights long-term opportunities despite current volatility through strategies like dollar-cost averaging, emphasizing the benefits of both geographic diversification and active management. (Recorded: February 13, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/through-the-volatility-diversification-strategies-for-techs-ai-transformation/detail/?disclaimer=true. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

24 min

See All (155)

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