The Download podcast | AI productivity and market shifts: key investment themes for 2026
Автор: RBC
Загружено: 2026-01-14
Просмотров: 23
Описание:
Stu Kedwell examines the themes shaping 2026, including the potential for non-U.S. markets to maintain outperformance and the critical shift in AI focus from speculative hype to measurable productivity gains. Stu also provides a sector-level outlook, noting opportunities in industrials, financials, commodities, and tech sectors beyond AI, and emphasizes a balanced approach, scenario analysis, and dollar-cost averaging to remain adaptable in the year ahead. [26 minutes, 19 seconds] (Recorded: January 6, 2026)
Host:
David Richardson
Managing Director & Head, Enterprise Strategy, RBC Global Asset Management
Guest:
Stuart Kedwell, CFA
Managing Director, Senior Portfolio Manager & Global Head of Equities
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