The Institutional Beat
The Institutional Beat
Podcast Description
Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.
Podcast Insights
Content Themes
The podcast covers themes such as global equities, fixed income market dynamics, currency valuation, and ESG integration with episodes that include navigating macroeconomic uncertainties in global equity portfolios and assessing the implications of tariffs on Canadian markets.
Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.
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.
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