Explorez tous les épisodes du podcast The Download with David Richardson

Stu Kedwell weighs the forces pulling markets in different directions this September. He shares practical tools like dividend investing and dollar-cost averaging to help investors stay on plan and build long-term wealth.  (Recorded: September 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-your-footing-in-shifting-markets/detail/?disclaimer=true.

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Steve Pitts joins us to make sense of bond market headlines that have everyone talking. We dig into why longer-term government bond yields moved while shorter rates held steady, how tech companies borrowing billions affects the market, and why spread levels remain surprisingly tight despite fiscal concerns.  (Recorded: September 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bond-market-moves-decoded-for-investors/detail/?disclaimer=true.

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Eric Lascelles unpacks how tariffs, inflation, and rising bond yields test a $40 trillion U.S. debt load. Eric then weighs the real risks against the opportunities ahead.  (Recorded: August 27, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/trade-tensions-rising-bond-yields-and-the-ticking-debt-clock/detail/?disclaimer=true.

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Rob Cavallo and Marcello Montanari dive into cancer vaccine breakthroughs, the potential of AI in drug discovery, and the software sector’s recent revival. They also unpack data centre buildout risks, robotics advances, and what it all means for investors.  (Recorded: August 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/inside-the-breakthroughs-reshaping-health-care-and-technology/detail/?disclaimer=true.

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Stu Kedwell unpacks the breakdown in U.S.-Canada trade talks and the ripple effects of new tariffs on the Canadian dollar and economy. He then walks through rising bond yields, record U.S. debt, and the growing competition for capital between governments and AI builders, providing practical ways to balance fixed income and stocks as markets shift.  (Recorded: August 25, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/trade-talks-tariffs-and-rising-bond-yields/detail/?disclaimer=true.

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David Tron breaks down the AI buildout and the forces driving markets this year. He explores hyperscaler spending, the demand uncertainty behind the volatility, and how competition from China and Meta could shift the landscape.  (Recorded: August 20, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-ai-spending-to-market-shifts/detail/?disclaimer=true.

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Scott Lysakowski unpacks a standout earnings season and the positive operating leverage driving profits across the market. He also explains what early AI investment might mean for margins, and why market breadth could signal real strength beneath the surface.  (Recorded: August 18, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-strength-and-the-breadth-behind-canadian-equities/detail/?disclaimer=true.

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Stu Kedwell unpacks the key discussions from the latest RBC GAM Investment Strategy Committee meeting. He also explores the economic outlook, opportunities in fixed income, and where AI spending could take markets next.  (Recorded: August 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-scenes-of-investment-strategy/detail/?disclaimer=true.

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Eric Lascelles analyzes the latest U.S. and Canadian jobs reports and what they signal about economic health. We explore why the U.S. lost jobs but markets reacted positively, how Canada's strong employment gains reflect economic momentum, and what persistent Middle East tensions mean for inflation ahead. Eric explains why bad news can be good news when markets fear overheating.  (Recorded: August 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/august-jobs-report-reveals-diverging-trends/detail/?disclaimer=true.

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Stu Kedwell unpacks the risks of leverage and the lessons from recent market disruptions. He explains why a strong financial plan helps investors stay steady through market swings.  (Recorded: August 10, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/leverage-volatility-and-the-power-of-a-financial-plan/detail/?disclaimer=true.

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Jennifer Schillaci makes the case for Canadian commercial real estate right now. She covers the market's recovery, the rise of self-storage, foreign buyers entering Canada, and how her team is implementing AI as part of their portfolio management process.  (Recorded: August 4, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/commercial-real-estate-and-the-canadian-advantage/detail/?disclaimer=true.

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Eric Savoie identifies the two forces driving market volatility — the ongoing trade war and the AI capital spending boom — and explains what each means for bonds and equities. He also makes a compelling case for active, disciplined investing and hidden opportunities in this environment despite the uncertainty.  (Recorded: July 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beneath-the-surface-of-todays-market/detail/?disclaimer=true.

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Stu Kedwell breaks down tariffs, elevated yields, the AI capital spending debate and shares a timely reminder that dollar cost averaging and diversification remain reliable tools for building long-term wealth.  (Recorded: July 28, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reading-the-market-through-oil-yields-and-ai-capital-allocation/detail/?disclaimer=true.

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Sarah Neilson, Co-Head of North American Equities, brings a fresh perspective from the Calgary Stampede. She breaks down why midstream, liquefied natural gas, nuclear, and Alberta's first gigawatt data centre make the case for energy in your portfolio.  (Recorded: July 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true.

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Stu Kedwell breaks down how to balance quality and momentum in a market shaped by sharp rotations, AI spending shifts, and signals from U.S. bank earnings.  (Recorded: July 20, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true.

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Scott Lysakowski joins us for a mid-year review of Canadian markets and what's ahead. We explore why gold stocks corrected despite still-high prices, how energy companies remain profitable even as oil settles and what's driving bank stocks. Scott explains why earnings growth matters more than multiple expansion and shares his optimistic outlook for Canada's role in global energy markets.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true.

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Sarah Riopelle joins Dave to share her mid-year outlook on stocks, bonds, and the Iran war's impact on markets. She makes a clear case for diversification and explains recent activity within the portfolios.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true.

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Chief Economist Eric Lascelles joins us to interpret confusing employment data from the U.S. labour market. We dig into why hospitality jobs dropped during the World Cup, how tech companies are cutting workers while data centres boom, and what this all means for interest rates ahead. This conversation reveals why looking at trends matters more than any single report.  (Recorded: July 3, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-job-numbers-dont-add-up/detail/?disclaimer=true.

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Rob Cavallo and Marcello Montanari break down what's happening in tech and biotech sectors right now. They explain why companies investing billions in AI actually have solid profits backing those decisions, reveal where AI is already delivering real results like in advertising and coding, and discuss why diversification in both healthcare and tech stocks adds value to your portfolio. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true.

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Stu Kedwell explains how big capital spending creates temporary earnings surges. These spikes can confuse investors trying to assess the outlook for long-term growth. Next year's growth depends on spending staying constant or increasing significantly. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true.

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Steve Pitts breaks down how oil prices dropped $50 a barrel after the ceasefire, easing inflation concerns and shifting market expectations for central bank rate hikes. The U.S. Federal Reserve's new chair signaled a commitment to controlling inflation. This has caused inflation expectations in the bond market to fall dramatically.  (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true.

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Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., joins Dave to discuss how geopolitics, AI adoption, and inflation are reshaping bond markets. He also shares a cautious but constructive outlook for fixed income in 2027.  (Recorded: June 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true.

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Eric Lascelles unpacks recent inflation data and the economic forces affecting investors. He breaks down energy shocks, job markets, artificial intelligence and how these forces could shape your investments.  (Recorded: June 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true.

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Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

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Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true.

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Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 26, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true.

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Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

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Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  (Recorded: May 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true.

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Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world.  (Recorded: May 11, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true.

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Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week.  (Recorded: April 29, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true.

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Stu Kedwell discusses the keys to portfolio planning during uncertain times, from diversification to making regular contributions. Stu also explains how long-term thinking can help to shift market fears into opportunity and allow you to keep the focus on reaching your investment goals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true.

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Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals.  (Recorded: April 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true.

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Join Dave Richardson and Stu Kedwell as they break down how smart investing can work for you during unpredictable times. Stu also shares how professional money managers think through the investment process differently, from reading market signals to spotting overlooked opportunities.  (Recorded: April 6, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true.

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Stu Kedwell shares practical strategies for investors facing today's complex markets. Stu also explains how dollar-cost averaging can help to strengthen portfolios and build long-term value as markets continue to fluctuate.  (Recorded: April 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-insights-opportunity-in-geopolitical-uncertainty/detail/?disclaimer=true.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Eric Lascelles unpacks a mixed Canadian jobs report for January, revealing job losses offset by gains in full-time employment and aggregate hours worked.  Eric then dives into Kevin Warsh’s nomination as Federal Reserve chair and market reaction, before exploring artificial intelligence as a major growth driver for tech hyperscalers, including the economic impact of AI-driven capital expenditure and emerging productivity gains.  (Recorded: February 10, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-canadas-january-jobs-report-and-what-it-means-for-growth/detail/?disclaimer=true.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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