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Uncover new ways to drive growth and create value with insights from our capital markets experts.
88 Episodes
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Tariffs, currency pressures, a property slump: China faces challenges on multiple fronts. Meanwhile, Australia’s resilient economy risks triggering inflation. How will these and other factors affect the region’s economies in 2026? Joining Rod Ireland, Head of Global Markets for APAC, to break down the outlook are Abbas Keshvani, Asia Macro Strategist, and Rob Thompson, Macro Rates Strategist.
As rocketing demand growth collides with real supply constraints, how can energy, power, and mining players fund and deliver the large-scale projects required? Joining Trevor Gardner, Head of Investment Banking Coverage, to survey the sectors’ outlook for 2026 are Chris Redgate, Head of Canadian Energy Investment Banking; Craig Edgar, Managing Director, Power Utilities and Infrastructure; and Farid Dadashev, Global Co-Head of Mining and Metals.
With government spend poised to spike, defense valuations in Europe are at record highs. But the response to global threats brings opportunities for a much wider set of industrials and innovators. Dominic Hudson, Head of Investment Banking for Europe and APAC, is joined by Cliff Bayer, Head of Aerospace, Defense and Government Services; Rob Jurd, Head of Industrials for Europe; and Claire Sturgess, Head of Canadian Industrials and CME Investment Banking, to explore the sector’s outlook for 2026.
What are the options for global economies’ monetary policy in 2026, and are the markets pricing in the right moves? Jason Daw, Head of North American Rates Strategy, is joined by fellow rates experts from across the globe to set out their projections for the year ahead, and assess the likely impact on bond yields and curves.
Domestic demand is on the rise in Europe. In the U.K., the labor market shows promising shifts. Could these trends help both economies in their battle with poor productivity and low growth? Sian Hurrell, Head of RBC Capital Markets Europe, is joined by Global Macro Strategist Peter Schaffrik and Senior U.K. Economist Cathal Kennedy to explore the forces shaping the economic outlook for 2026.
At the height of 2025’s tariff cycle, few would have expected Canada to enter 2026 resilient and recession-free. Behind the optimism, however, lies a fragmented economy. For this economic outlook, Lindsay Patrick, Chief Strategy and Innovation Officer, asks Chief Economist Frances Donald to delve into Canada’s structural problems, and what – if anything – the government and central bank can do to tackle them.
Growth is too low for comfort, inflation is too high. What are the prospects of the U.S. breaking out of its ‘stagflation-lite’ zone in 2026? For this annual economic outlook, Vito Sperduto is joined by Chief Economist Frances Donald and U.S. Economist Michael Reid, to analyze the likely impact of the labor market, consumer sentiment, public spending, and other key trends.
AI momentum is converging with rising credit stress, softening consumer trends, and a pivotal December Fed decision. RBC’s Amy Wu Silverman, Head of Derivatives Strategy, joins Ben Fisher and Callie Simpkins of Cross-Asset Sales to unpack how investors are managing risk through shadow hedging, quietly preparing for downside even as they maintain upside exposure. They also explore how hyperscaler issuance, retail exhaustion, and shifting sentiment are shaping the next phase of market risk in this episode of RBC Capital Markets’ Strategic Alternatives.
The prevailing bear case suggests AI's rapid rise is eclipsing traditional software growth. New research from RBC Capital Markets takes a more nuanced view. In this episode of Strategic Alternatives, Matthew Hedberg, Head of Global TIMT Research, and Nate Mahrer, TMT Desk Sector Strategist, examine why reports of software's decline have been overstated and discuss how software vendors can strategically position themselves to capitalize on AI opportunities.
Hedge fund assets now surpass $5 trillion. But in a risk-laden market, what will be the impact of macro and micro trends on future growth? Jack Weiss, Head of Cross Asset Hedge Fund Sales, explores what's next for hedge funds with Greg Hart, Head of Global Markets Sales – U.S. This episode was recorded on October 23, 2025.
Earnings sentiment is fading and there’s widespread recognition that the current stretched valuations will see a correction. So how should equities players best navigate this environment? New Head of Global Equities, James Masserio, joins Vito Sperduto to analyze the market’s prospects in this episode of RBC Capital Markets’ Strategic Alternatives.
In this episode, RBC's Graeme Pearson, Co-Head of Global Research, joins Greg Pardy, Head of Global Energy Research, and Robert Kwan, Head of Global Power, Utilities, and Infrastructure Research, to discuss how Canada can solidify its position as a global energy leader. The discussion, based on the Energy Insights report, delves into how enhanced oil export diversification and improved carbon competitiveness in the oil sands are essential to futureproof Canada’s energy markets.
Across the industrials space, M&A activity ranges from ‘challenging yet steady’ to highly robust. Following RBC’s Global Industrials Conference 2025, this episode of Strategic Alternatives examines the mood of the sector. Joshua Rosenbaum, Global Head of Industrials, leads the specialists in assessing which sub-sectors are showing strength, and whether solid balance sheets and a potentially benign regulatory environment can set the stage for a broader wave of deals.
Vito Sperduto, Head of RBC Capital Markets, U.S., sat down with RBC Chief Economist Frances Donald, to explore five major disruptors reshaping the U.S. economy, how they are complicating forecasts, and what these dislocations mean for businesses, investors and policymakers.
Natural gas markets are experiencing structural shifts as demand from power generation and data centers creates new growth opportunities. Industry leaders are adapting their capital strategies to capitalize on these trends while managing financial complexity. CFO Jeremy Knop shares insight on EQT Corporation’s transformation, the company's innovative $3.5 billion midstream joint venture with Blackstone and how integrated business models are transforming investment strategies in the natural gas sector.
Insurance companies and pension plans are playing a bigger role in private credit, with new products evolving to meet their needs. But private wealth participation is still noticeably limited. In this episode of Strategic Alternatives, RBC's Robert Griffith, Global Head of Senior Relationship Management explores the evolving market with Jason Goss, Head of European and Structured Products, and Eric Wise, Head of Alternate Finance.
Private credit has outpaced growth expectations in recent years — but where is it headed next? In this episode of Strategic Alternatives, Robert Griffith, Global Head of Senior Relationship Management, speaks with Eric Wise, Head of Alternate Finance, and Jason Goss, Head of European Solutions and Structured Products, about innovation in private credit and how issuers can navigate this rapidly evolving market.
David Levin, Interim Global Head of Healthcare Investment Banking and Co-Head of U.S. M&A, Ahmed Attia, Managing Director, Healthcare M&A and Jason Levitz, Head of Healthcare Equity Capital Markets, convened at RBC’s Global Healthcare Conference in New York, to share insights on the latest M&A trends in life sciences, MedTech, and equity financing.
Marcos Torres, Global Head of Media, Communications and Entertainment, sat down with fellow RBC Capital Markets experts Chip Wadsworth, Head of Technology, Media, Telecom, Equity Capital Markets, and Nanda Kamat, Global Head of Project Finance, to explore the forces shaping digital infrastructure and the transformation of how projects are financed, structured and scaled.
In this episode, RBC Capital Markets' Co-Head of Global Research Graeme Pearson and Greg Pardy, Head of Global Energy Research, discuss key themes in the global and Canadian energy sector. Greg and our Global Energy Research team see energy producers as better prepared for commodity price volatility due to improved financial discipline, while Canada solidifies its position as an energy powerhouse with increased production and enhanced infrastructure. Can improved resilience and adaptability position the sector for continued growth and shareholder value in the future?
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