The Download | What factors are fueling recent market volatility ?
Автор: RBC
Загружено: 2025-11-27
Просмотров: 8
Stu Kedwell discusses his recent appointment to Global Chief Investment Officer (effective January 31, 2026) and the legacy of current CIO Dan Chornous. He also breaks down the three critical factors fueling the recent uptick in market volatility: evolving interest rate expectations, weaker-than-expected U.S. consumer data, and the surge in capital investment for data centres, particularly as tech giants begin borrowing to fund their expansion. [29 minutes, 11 seconds](Recorded: November 18, 2025)
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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