<p>Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google&rsquo;s AI resurgence through innovations like Gemini 3.0. They highlight healthcare&rsquo;s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.&nbsp; (Recorded: December 10, 2025)</p><p>To view the transcript and disclosure for this podcast, please visit <a rel="nofollow" href="https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true">https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true</a>.</p><p>RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested</p>

The Download with David Richardson

RBC Global Asset Management (RBC GAM)

Decoding 2026 predictions for tech, healthcare and AI

DEC 10, 202525 MIN
The Download with David Richardson

Decoding 2026 predictions for tech, healthcare and AI

DEC 10, 202525 MIN

Description

<p>Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google&rsquo;s AI resurgence through innovations like Gemini 3.0. They highlight healthcare&rsquo;s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts.&nbsp; (Recorded: December 10, 2025)</p><p>To view the transcript and disclosure for this podcast, please visit <a rel="nofollow" href="https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true">https://www.rbcgam.com/en/ca/insights/podcasts/decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true</a>.</p><p>RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested</p>