The Download with David Richardson RBC Global Asset Management (RBC GAM)

Stu Kedwell reviews the latest Canadian bank financial results and what they reveal about the health of the Canadian economy. Stu also discusses when might be the right time to think about adding bank exposure within portfolios should interest rates come down in the coming months.  (Recorded: June 3, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-time-for-a-checkup/detail/.
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Stu Kedwell reviews the latest Canadian inflation stats and explores whether the Bank of Canada will lower rates ahead of the U.S. and how that could impact the Canadian dollar. Stu also discusses factors driving recent performance in gold stocks.  (Recorded: May 21, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/gauging-the-bank-of-canadas-next-rate-move/detail/.
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Andrzej Skiba shares his outlook for inflation and his expectations for interest rate cuts this year. Andrzej also highlights the current opportunities for fixed income portfolios as the yield curve declines.  (Recorded: May 17, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-there-still-hope-for-rate-cuts/detail/.
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Stu Kedwell highlights the many ways to understand changes in a stock’s performance and how he applies his findings when making investment decisions.  (Recorded: May 8, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/interpreting-stock-performance-to-find-investment-opportunities/detail/.
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Melanie Adams highlights key themes and trends in the ESG and responsible investment space, from climate risks to rising anti-ESG sentiment in the U.S. Melanie also explains the role of active stewardship in her teams’ investment approach so that companies can better navigate ESG-related risks.  (Recorded: May 3, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/esg-insights-exploring-emerging-trends-and-active-stewardship/detail/.
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Chief Economist Eric Lascelles explores recent developments in the economy, noting a slight deceleration in some U.S. economic data as revealed by the latest jobs reports. Eric also weighs in on how markets are managing longer-than-expected inflation, and what happens now that a recession has seemingly been avoided.  (Recorded: May 3, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-jobs-report-signs-of-a-slowing-economy/detail/.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested