The Download with David Richardson

Jan 31 2025 216 ep. 21 mins 23
The Download with David Richardson Podcast artwork

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

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


The tariff effect: What’s next for the North American economy?

Jan 31 2025 34 mins  
Eric Lascelles discusses potential of tariffs by the United States, their economic impact, the likelihood of various tariff scenarios and the importance of negotiations between countries to mitigate damage. Eric also reviews the Bank of Canada's interest rate decisions in response to economic uncertainties, and the U.S. Federal Reserve's decision to maintain its policy rate. 

Adapting to market surprises: The impact of DeepSeek's AI breakthrough

Jan 29 2025 22 mins  
Stu Kedwelll discusses the impact of artificial intelligence on the market, including the recent disruption brought on by Chinese AI solution DeepSeek. Stu also highlights the importance of diversifying your portfolio for a range of outcomes and not relying on a single market narrative when it comes to making investment decisions.  (Recorded: January 29, 2025)To view the trans

What’s driving infrastructure in 2025?

Jan 28 2025 32 mins  
Andrew Hay looks back on the key themes that shaped infrastructure in 2024. Andrew also discusses the expectations for the asset class in 2025, focusing on the potential impact higher long-term rates. Other key themes include policy changes in energy security, decarbonization, and the role of energy in enhancing productivity.  (Recorded: January 28, 2025)To view the transcript

Climbing higher: Navigating inflated U.S. valuations

Jan 23 2025 19 mins  
Stu Kedwell explores elevated U.S. stock market valuations, focusing on concerns about overvalued mega-cap tech stocks. Stu also highlights the case for a long-term perspective as policy shifts, including deregulation, play out in the market.  (Recorded: January 23, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/

Fixed income in 2025: the upside of ‘boring’

Jan 21 2025 41 mins  
Dagmara Fijalkowski reviews fixed income markets in 2024, highlighting how shifts in long-term inflation, recession expectations, and rate cuts have impacted the trajectory of yields for the year ahead. Dagmara also explores the currency outlook and the implications of a new U.S. administration and policies for investors.  (Recorded: January 21, 2025)To view the transcript and

European equities in 2025: signs of steadiness?

Jan 20 2025 36 mins  
David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses the outlook for European equities and notes that despite a time of heightened geopolitical and economic uncertainty, opportunities may still emerge as things become ‘less worse.’ David also looks at interesting trends in sectors

Staying consistent after a mixed start to the year

Jan 17 2025 20 mins  
Stu Kedwell recaps the first weeks of 2025 in markets and explains how investors can navigate the many unknowns still ahead. Stu also discusses the importance of a strong management team within companies as they can help to expand the margins and free-cash flow generation.  (Recorded: January 17, 2025)To view the transcript and disclosure for this podcast, please visit https:/

Positioning for long-term success in 2025

Jan 16 2025 39 mins  
Habib Subjally, Managing Director & Senior Portfolio Manager, Head of Global Equities, RBC Global Asset Management Limited, discusses the elements that go into building robust portfolios and identifying companies that can capture growth and withstand risks. Habib also shares his outlook for the year ahead, noting key 2024 themes like weight-loss drugs and AI technologies will l

Will job market strength leave rate cuts in question?

Jan 15 2025 32 mins  
Eric Lascelles reviews December’s jobs reports for both Canada and the U.S. and why employment growth could diminish the outlook for further rate cuts in 2025. Eric also discusses other key economic themes on his radar, including the potential impact of Trump’s tariff plans and if growth is on the way for the Canadian economy.  (Recorded: January 15, 2025)To view t

Emerging market equities in 2025: charting uncertainty

Jan 14 2025 29 mins  
Philippe Langham recaps emerging market equities in 2024, noting renewed underperformance following Trump’s re-election. Phillippe also discusses what could be ahead for the asset class in 2025, considering the potential impact of Trump’s threats of tariffs on economies like China, shifting trade dynamics, and opportunities for EM tech manufacturers.  (Recorded: Ja