RBC GAM Investment Strategy Committee


Global Investment Outlook

  • Daniel Chornous, CFA – Senior Analyst, Investment Strategy
  • Eric Lascelles – Chief Economist
  • Eric Savoie, MBA, CFA – Senior Analyst, Investment Strategy

Regional Equity Market Outlook

  • United States – Brad Willock, CFA – VP & Senior Portfolio Manager
  • Canada – Stuart Kedwell, CFA – Senior V.P. & Senior Portfolio Manager
  • Europe – James Jamieson – Portfolio Manager
  • Asia – Mayur Nallamala – Head & Senior Portfolio Manager
  • Emerging Markets – Christoffer Enemaerke – Senior Portfolio Manager

RBC GAM Investment Strategy Committee

  • Matt Barasch (Chair), Jim Allworth, Jean-Francois Dion, Neil Downey, and Javed Mirza
     

RBC CM Employs over 150 Quantitative & Technical Investment Strategists


Top Analysts by Industry

  • Financials – Geoffrey Kwan, CFA
  • REITS – Neil Downey, CA, CPA
  • Utilities – Robert Kwan
  • Telecom – Drew McReynolds, CFA, CA
  • Industrials – Walter Spracklin, CFA
  • Consumer Disc. – David Palmer
  • Consumer Staples – Irene Nattel
  • Information Tech – Mark Mahaney
  • Energy – Greg Pardy, CFA
  • Materials – Fraser Phillips, P. Eng
  • Health Care – Douglas Miehm

Top Recent Reads (100+)

  • Rise of the Robots – Martin Ford
  • Tap Dancing to Work – Warren Buffett
  • World Order – Henry Kissinger
  • Competition Demystified – Bruce Greenwald
  • Why Nations Fail – D. Acemo─člu & J. Robinson
  • Snowball – W. Buffett & the Business of Life
  • Chris Hadfield – An Astronaut’s Guide to Life on Earth

Top Money Managers Whose Opinions We Respect

  • Warren Buffett
  • Jim Paulsen
  • Jim Cramer
  • Bill Miller
  • Brian Westbury
  • Laszlo Birinyi
  • Peter Lynch
  • Sir John Templeton
  • Carl Icahn
  • Wilbur Ross
  • Mark Mobius
  • Steve Forbes
  • Larry Kudlow
  • Bill Gross
  • Jeremy Siegel
  • Mario Gabelli
  • Bruce & Mark Mobius

Top Strategy Groups We Use

  • Ned Davis Research
  • Motley Fool
  • Yardeni Research
  •  Murray Group

22 of our Favourite Mutual Fund Asset Managers

  • Barometer – D.Burrows
  • Brookfield – C. Noble
  • BMO/Guardian– B. Belski
  • Brompton – D. Taylor
  • Burgundy – T. Arrell
  • Caldwell – Dr. J Thorne
  • Canso – J. Carswell
  • CI Investments – B. Snow
  • Dynamic/Goodman – O. Belaiche, J Gibbs, Benner
  • Fidelity – Stein / Schmehl
  • Franklin Templeton/ Bissett – M. Hasenstab
  • Invesco/Trimark – Mannik
  • Mackenzie – P. Musson     
  • Manulife – C. Dabiet
  • Middlefield – R. Lauzon / D. Da Silva / D. Orrico
  • Murray Group – B. Murray
  • Picton Mahoney / Synergy – D. Picton
  • Royal Bank – S.Kedwell / B. Wilock / D. Raymond
  • Sentry – S. McIntyre Sprott – J. Wilson / E. Nuttall / D. Mitchell
  • TD Asset Management –W. Priest
  • Turtle Creek – A. Brenton

Ongoing Education

  • RBC Chairman Annual Conference
  • RBC DS IDEA Conference
  • Continuing Education Industry  Courses
  • Empire / Canadian / AMEX / Richmond Clubs
  • Annual meetings 
  • Daily presentations – fund managers, company updates, new offerings