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 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
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.