The Institutional Beat

Emerging market debt: Opportunities in a dynamic landscape

In this episode, our speakers explore the emerging market debt asset class – a US$30 trillion universe with significant opportunities for institutional investors.

Responsible investing in 2026: Key trends shaping the landscape

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.

The gold story: A deep dive into the sector’s performance

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.

AI boom and bubble: Long-term strategies for volatile times

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

Navigating markets: 2026 economic and investment outlook

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.