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 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.

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