The Download podcast | AI productivity and market shifts: key investment themes for 2026 скачать в хорошем качестве

The Download podcast | AI productivity and market shifts: key investment themes for 2026

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 ▶️ Access full transcripts and catch up on previous episodes: http://spr.ly/60587owfw ▶️ Get the latest RBC GAM inisghts delivered to your each month: http://spr.ly/6057mW72S