https://institutional.rbcgam.com/en/ca/insights/?media=listen en-us PH&N Institutional is the institutional business division of RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © RBC Global Asset Management Inc., 2025 PH&N Institutional Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective. Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective. Stephanie Poon spoon@phn.com false Haley Hopwood, Melanie Adams In this episode, our speakers explore the critical trends shaping responsible investing in 2026, from the breakneck pace of AI deployment and its governance implications, to the geopolitical reckoning driving a meaningful shift in defense sector investments. This episode was recorded on March 30, 2026. In this episode, our speakers explore the critical trends shaping responsible investing in 2026, from the breakneck pace of AI deployment and its governance implications, to the geopolitical reckoning driving a meaningful shift in defense sector investments. This episode was recorded on March 30, 2026.

]]> In this episode, our speakers explore the critical trends shaping responsible investing in 2026, from the breakneck pace of AI deployment and its governance implications, to the geopolitical reckoning driving a meaningful shift in defense sector investments. This episode was recorded on March 30, 2026.

]]> 702fe1db1c76d4fbfefb14d433e3e59c Tue, 07 Apr 2026 12:00:00 GMT 23:03 false Jeffrey Schok, Slava Sherbatov In this episode, Slava Sherbatov interviews Jeffrey Schok covering gold and precious metals on RBC's North American Equity team. Together, they explore the remarkable surge in gold prices in 2025, and examine the fundamental drivers behind this rally. This podcast episode was recorded on March 19, 2026. In this episode, Slava Sherbatov interviews Jeffrey Schok covering gold and precious metals on RBC's North American Equity team. Together, they explore the remarkable surge in gold prices in 2025, and examine the fundamental drivers behind this rally. This podcast episode was recorded on March 19, 2026.

]]> In this episode, Slava Sherbatov interviews Jeffrey Schok covering gold and precious metals on RBC's North American Equity team. Together, they explore the remarkable surge in gold prices in 2025, and examine the fundamental drivers behind this rally. This podcast episode was recorded on March 19, 2026.

]]> ec91442e65f6b0ae7138fe5530859cc9 Wed, 25 Mar 2026 12:00:00 GMT 28:11 false Julie Ducharme, Guido Giammattei In this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/artificial-intelligence-paradigm-shift-or-bubble-maybe-its-both_ca/detail In this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/artificial-intelligence-paradigm-shift-or-bubble-maybe-its-both_ca/detail

]]> In this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/artificial-intelligence-paradigm-shift-or-bubble-maybe-its-both_ca/detail

]]> eab73eb0a55c4a23f46fffefcf6609db Wed, 28 Jan 2026 12:00:00 GMT 24:32 false Eric Savoie, Haley Hopwood In this episode, Institutional Portfolio Manager Haley Hopwood interviews Eric Savoie, Senior Investment Strategist on RBC GAM’s Macroeconomic and Strategy Team, about his outlook for the year ahead. Together, they discuss the current state of the global economy and explore key investment trends likely to shape financial markets and investor portfolios in 2026. This podcast episode was recorded on December 11, 2025. In this episode, Institutional Portfolio Manager Haley Hopwood interviews Eric Savoie, Senior Investment Strategist on RBC GAM’s Macroeconomic and Strategy Team, about his outlook for the year ahead. Together, they discuss the current state of the global economy and explore key investment trends likely to shape financial markets and investor portfolios in 2026. This podcast episode was recorded on December 11, 2025.

]]> In this episode, Institutional Portfolio Manager Haley Hopwood interviews Eric Savoie, Senior Investment Strategist on RBC GAM’s Macroeconomic and Strategy Team, about his outlook for the year ahead. Together, they discuss the current state of the global economy and explore key investment trends likely to shape financial markets and investor portfolios in 2026. This podcast episode was recorded on December 11, 2025.

]]> e792cff0b4b93f31445e3b3f73764e05 Wed, 17 Dec 2025 12:00:00 GMT 34:37 false Joanna Mejza, Julie Ducharme In this episode, Institutional Portfolio Manager Julie Ducharme interviews Joanna Mejza, Director of the PH&N Institutional Portfolio Solutions team. Together, they discuss a recent IPS Insights paper that challenged long-standing assumptions about asset allocation and fund implementation decisions within institutional investment portfolios. This podcast episode was recorded on November 20, 2025. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/a-new-perspective-on-the-importance-of-different-investment-decisions/detail In this episode, Institutional Portfolio Manager Julie Ducharme interviews Joanna Mejza, Director of the PH&N Institutional Portfolio Solutions team. Together, they discuss a recent IPS Insights paper that challenged long-standing assumptions about asset allocation and fund implementation decisions within institutional investment portfolios. This podcast episode was recorded on November 20, 2025. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/a-new-perspective-on-the-importance-of-different-investment-decisions/detail

]]> In this episode, Institutional Portfolio Manager Julie Ducharme interviews Joanna Mejza, Director of the PH&N Institutional Portfolio Solutions team. Together, they discuss a recent IPS Insights paper that challenged long-standing assumptions about asset allocation and fund implementation decisions within institutional investment portfolios. This podcast episode was recorded on November 20, 2025. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/a-new-perspective-on-the-importance-of-different-investment-decisions/detail

]]> d82c252b74815ef48c325ad68dfaac7f Thu, 27 Nov 2025 12:00:00 GMT 20:26 false Stu Kedwell, Slava Sherbatov In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025. In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025.

]]> In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025.

]]> 37bba982bf1115ba2a4a5651dd1bcba1 Mon, 20 Oct 2025 12:00:00 GMT 34:30 false Gord Keesic, Kai Lee, Slava Sherbatov In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Gord Keesic and Kai Lee, members of the PH&N Indigenous Investment Services group, about the unique aspects of serving Indigenous investors. This podcast episode was recorded on September 18, 2025. In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Gord Keesic and Kai Lee, members of the PH&N Indigenous Investment Services group, about the unique aspects of serving Indigenous investors. This podcast episode was recorded on September 18, 2025.

]]> In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Gord Keesic and Kai Lee, members of the PH&N Indigenous Investment Services group, about the unique aspects of serving Indigenous investors. This podcast episode was recorded on September 18, 2025.

]]> 40a49468a10340e186019d76b6a57f58 Thu, 25 Sep 2025 12:00:00 GMT 25:18 false Kristian Sawkins, Matt Dubras, Haley Hopwood In this episode, Institutional Portfolio Manager Haley Hopwood interviews Kristian Sawkins and Matt Dubras, senior members of the PH&N Fixed Income Team. Together, they discuss the fiscal expansion currently taking place in Canada and the U.S., and its implications for the bond market. This podcast episode was recorded on September 4, 2025. In this episode, Institutional Portfolio Manager Haley Hopwood interviews Kristian Sawkins and Matt Dubras, senior members of the PH&N Fixed Income Team. Together, they discuss the fiscal expansion currently taking place in Canada and the U.S., and its implications for the bond market. This podcast episode was recorded on September 4, 2025.

]]> In this episode, Institutional Portfolio Manager Haley Hopwood interviews Kristian Sawkins and Matt Dubras, senior members of the PH&N Fixed Income Team. Together, they discuss the fiscal expansion currently taking place in Canada and the U.S., and its implications for the bond market. This podcast episode was recorded on September 4, 2025.

]]> fc2e2f359e7369caee3177df633ebf64 Wed, 10 Sep 2025 12:00:00 GMT 24:04 false Dijana Jelic, Dylan Rae In this episode, Institutional Portfolio Manager Dylan Rae interviews Dijana Jelic, a product specialist on the RBC Emerging Markets Equity Team at RBC GAM-UK, about the recent outperformance of emerging market equities and her outlook for the asset class. This podcast episode was recorded on July 21, 2025. In this episode, Institutional Portfolio Manager Dylan Rae interviews Dijana Jelic, a product specialist on the RBC Emerging Markets Equity Team at RBC GAM-UK, about the recent outperformance of emerging market equities and her outlook for the asset class. This podcast episode was recorded on July 21, 2025.

]]> In this episode, Institutional Portfolio Manager Dylan Rae interviews Dijana Jelic, a product specialist on the RBC Emerging Markets Equity Team at RBC GAM-UK, about the recent outperformance of emerging market equities and her outlook for the asset class. This podcast episode was recorded on July 21, 2025.

]]> fb9bcb7a6284c8badbe40b7940ea9795 Tue, 29 Jul 2025 12:00:00 GMT 17:24 false Sarah Neilson, Julie Ducharme In this episode, Institutional Portfolio Manager Julie Ducharme interviews Sarah Neilson, Co-Head of North American Equities at RBC Global Asset Management Inc. Together, they discuss historical barriers to Canada’s performance on the energy world stage, more recent developments, and themes and subsectors that warrant particular attention looking forward. In this episode, Institutional Portfolio Manager Julie Ducharme interviews Sarah Neilson, Co-Head of North American Equities at RBC Global Asset Management Inc. Together, they discuss historical barriers to Canada’s performance on the energy world stage, more recent developments, and themes and subsectors that warrant particular attention looking forward.

]]> In this episode, Institutional Portfolio Manager Julie Ducharme interviews Sarah Neilson, Co-Head of North American Equities at RBC Global Asset Management Inc. Together, they discuss historical barriers to Canada’s performance on the energy world stage, more recent developments, and themes and subsectors that warrant particular attention looking forward.

]]> f878bafab4ca7d614f8ce37d7e08ed1b Tue, 17 Jun 2025 12:00:00 GMT 16:30 false Mark Dowding, Jeff Roberts Jeff Roberts and Mark Dowding discuss the recovery in capital markets that has taken place since U.S. President Trump’s “Liberation Day” announcements, and whether this is an indication of what’s to come, or whether we can expect further volatility ahead. This podcast episode was recorded on May 7, 2025. Jeff Roberts and Mark Dowding discuss the recovery in capital markets that has taken place since U.S. President Trump’s “Liberation Day” announcements, and whether this is an indication of what’s to come, or whether we can expect further volatility ahead. This podcast episode was recorded on May 7, 2025.

]]> Jeff Roberts and Mark Dowding discuss the recovery in capital markets that has taken place since U.S. President Trump’s “Liberation Day” announcements, and whether this is an indication of what’s to come, or whether we can expect further volatility ahead. This podcast episode was recorded on May 7, 2025.

]]> 1edf9826cefd98e6593c27873fbadb51 Thu, 15 May 2025 12:00:00 GMT 27:41 false Eric Lascelles, Haley Hopwood In this episode, our Chief Economist Eric Lascelles returns to discuss the latest developments on the U.S. tariff front with Institutional Portfolio Manager Haley Hopwood. While the situation has escalated meaningfully since Eric and Haley last met to discuss the likelihood and implications of Trump’s proposed tariffs on Canadian imports, uncertainty remains high and market volatility continues as a result. In this episode, our Chief Economist Eric Lascelles returns to discuss the latest developments on the U.S. tariff front with Institutional Portfolio Manager Haley Hopwood. While the situation has escalated meaningfully since Eric and Haley last met to discuss the likelihood and implications of Trump’s proposed tariffs on Canadian imports, uncertainty remains high and market volatility continues as a result.

]]> In this episode, our Chief Economist Eric Lascelles returns to discuss the latest developments on the U.S. tariff front with Institutional Portfolio Manager Haley Hopwood. While the situation has escalated meaningfully since Eric and Haley last met to discuss the likelihood and implications of Trump’s proposed tariffs on Canadian imports, uncertainty remains high and market volatility continues as a result.

]]> 5f746299524ff8be852fee10c6bf40fc Tue, 15 Apr 2025 12:00:00 GMT 36:27 false Jennifer Schillaci, Slava Sherbatov In this episode, Slava Sherbatov speaks with Jennifer Schillaci, Managing Director and Head of Real Estate Equity and Mortgage Investments at RBC Global Asset Management Inc., to review recent performance of the Canadian real estate market, repercussions of tariffs, and the medium-term outlook for the asset class. In this episode, Slava Sherbatov speaks with Jennifer Schillaci, Managing Director and Head of Real Estate Equity and Mortgage Investments at RBC Global Asset Management Inc., to review recent performance of the Canadian real estate market, repercussions of tariffs, and the medium-term outlook for the asset class.

]]> In this episode, Slava Sherbatov speaks with Jennifer Schillaci, Managing Director and Head of Real Estate Equity and Mortgage Investments at RBC Global Asset Management Inc., to review recent performance of the Canadian real estate market, repercussions of tariffs, and the medium-term outlook for the asset class.

]]> 5e626c25a37694d5ade8eb9d1e7a082b Thu, 27 Mar 2025 12:00:00 GMT 36:05 false Habib Subjally, Julie Ducharme Julie Ducharme and Habib Subjally discuss managing a global equity portfolio through macroeconomic uncertainty, navigating major advancements in the technology sector, and the impact of global equity market concentration. Julie Ducharme and Habib Subjally discuss managing a global equity portfolio through macroeconomic uncertainty, navigating major advancements in the technology sector, and the impact of global equity market concentration.

]]> Julie Ducharme and Habib Subjally discuss managing a global equity portfolio through macroeconomic uncertainty, navigating major advancements in the technology sector, and the impact of global equity market concentration.

]]> 9b624164f2f167078378ed57ee463a6a Wed, 26 Feb 2025 12:00:00 GMT 23:44 false Eric Lascelles, Haley Hopwood Our Chief Economist, Eric Lascelles, provides helpful context on the function of tariffs and composition of Canadian exports, and specific insights on how various outcomes could affect Canadian investors. Our Chief Economist, Eric Lascelles, provides helpful context on the function of tariffs and composition of Canadian exports, and specific insights on how various outcomes could affect Canadian investors.

]]> Our Chief Economist, Eric Lascelles, provides helpful context on the function of tariffs and composition of Canadian exports, and specific insights on how various outcomes could affect Canadian investors.

]]> 7a6b5b9e61068e6d1a36b92410d7886f Fri, 06 Dec 2024 12:00:00 GMT 24:04 false Andrzej Skiba, Jeff Roberts In this episode, Jeff Roberts sits with Andrzej Skiba to discuss the impact of the recent U.S. election results on global fixed income markets. Andrzej shares his perspectives on how global fixed income markets have reacted, and what he expects in terms of risks and opportunities in the months ahead. In this episode, Jeff Roberts sits with Andrzej Skiba to discuss the impact of the recent U.S. election results on global fixed income markets. Andrzej shares his perspectives on how global fixed income markets have reacted, and what he expects in terms of risks and opportunities in the months ahead.

]]> In this episode, Jeff Roberts sits with Andrzej Skiba to discuss the impact of the recent U.S. election results on global fixed income markets. Andrzej shares his perspectives on how global fixed income markets have reacted, and what he expects in terms of risks and opportunities in the months ahead.

]]> fcfff2f9b68709a63d681b6ef4d18620 Fri, 08 Nov 2024 12:00:00 GMT 25:05 false Dan Mitchell, Haley Hopwood Haley Hopwood and Dan Mitchell discuss the current currency landscape with a focus on the Canadian dollar, examining near-term factors influencing the currency and offering insights into its long-term fair value. Haley Hopwood and Dan Mitchell discuss the current currency landscape with a focus on the Canadian dollar, examining near-term factors influencing the currency and offering insights into its long-term fair value.

]]> Haley Hopwood and Dan Mitchell discuss the current currency landscape with a focus on the Canadian dollar, examining near-term factors influencing the currency and offering insights into its long-term fair value.

]]> 7c026b84f031967af3804dbb9a2b53ba Wed, 23 Oct 2024 12:00:00 GMT 19:47 false Anna Temple, Haley Hopwood In our second PH&N Institutional podcast, Haley Hopwood, Institutional Portfolio Manager, sits down with Anna Temple, Portfolio Manager on the PH&N Fixed Income team, to discuss ESG analysis and integration as it relates to corporate credit investing. In our second PH&N Institutional podcast, Haley Hopwood, Institutional Portfolio Manager, sits down with Anna Temple, Portfolio Manager on the PH&N Fixed Income team, to discuss ESG analysis and integration as it relates to corporate credit investing.

]]> In our second PH&N Institutional podcast, Haley Hopwood, Institutional Portfolio Manager, sits down with Anna Temple, Portfolio Manager on the PH&N Fixed Income team, to discuss ESG analysis and integration as it relates to corporate credit investing.

]]> dc97c159-c609-4ca7-92e0-3817f528b95d Mon, 16 Sep 2024 12:00:00 GMT 29:23 false Matt Dubras, Kristian Sawkins, Haley Hopwood In our inaugural podcast, Haley Hopwood, Institutional Portfolio Manager of PH&N Institutional, addresses the ongoing volatility in bond yields and their medium-term outlook for interest rates with senior members of the PH&N Fixed Income Team, Kristian Sawkins and Matt Dubras. In our inaugural podcast, Haley Hopwood, Institutional Portfolio Manager of PH&N Institutional, addresses the ongoing volatility in bond yields and their medium-term outlook for interest rates with senior members of the PH&N Fixed Income Team, Kristian Sawkins and Matt Dubras.

]]> In our inaugural podcast, Haley Hopwood, Institutional Portfolio Manager of PH&N Institutional, addresses the ongoing volatility in bond yields and their medium-term outlook for interest rates with senior members of the PH&N Fixed Income Team, Kristian Sawkins and Matt Dubras.

]]> 58518b38d73d6c4b23fdd8a5f311b2dc Thu, 20 Jun 2024 12:00:00 GMT 38:43 false