<![CDATA[Strategic Alternatives]]>f44f1c36-4964-56a0-b675-9cb6faf68c2dMon, 30 Mar 2026 16:37:28 +0000Captivate.fmRBC Capital Markets https://artwork.captivate.fm/106e569f-cb89-4c1a-ad77-3d143ac42443/DlRVVWWJ5xBCsdhAs4aefJT-.jpgStrategic AlternativesRBC Capital Markets RBC Capital Markets Uncover new ways to drive growth and create value with insights from our capital markets experts.https://strategic-alternatives.captivate.fmfalseepisodicnopodcastHow Commerzbank sees the future of financeHow Commerzbank sees the future of financeDevelopments in technology, sustainability, and global competition will reshape financial institutions. In a conversation at RBC Capital Markets’ Global Financial Institutions Conference, Dr. Bettina Orlopp, CEO of Germany’s Commerzbank, explains her organization’s approach to these forces.

]]>Developments in technology, sustainability, and global competition will reshape financial institutions. In a conversation at RBC Capital Markets’ Global Financial Institutions Conference, Dr. Bettina Orlopp, CEO of Germany’s Commerzbank, explains her organization’s approach to these forces.

]]>8327b5b4-47bc-4eed-a6f8-ac1ce22fae44Fri, 27 Mar 2026 09:00:00 -040011:04falsefull247472Is the VIX reflecting the true extent of market volatility?Is the VIX reflecting the true extent of market volatility?What will be the long-term economic impacts of the war in the Middle East? And how will markets look when attention finally returns to the beleaguered software and private credit sectors? At RBC Capital Markets’ Financial Institutions Conference, Head of Equity Derivatives Strategy Amy Wu Silverman and U.S. Equities Macro Thematic Specialist Ben Fisher analyzed the likely effects of volatility on multiple fronts.

]]>What will be the long-term economic impacts of the war in the Middle East? And how will markets look when attention finally returns to the beleaguered software and private credit sectors? At RBC Capital Markets’ Financial Institutions Conference, Head of Equity Derivatives Strategy Amy Wu Silverman and U.S. Equities Macro Thematic Specialist Ben Fisher analyzed the likely effects of volatility on multiple fronts.

]]>1b8acfc3-d380-4d86-b02e-b13e68f161c9Wed, 18 Mar 2026 09:00:00 -040017:32falsefull246462Beyond the Headlines: Oil, Inflation and Market RiskBeyond the Headlines: Oil, Inflation and Market RiskAs geopolitical tensions in the Middle East raise the prospect of a more prolonged energy shock, how should investors think about the implications for inflation, consumer behavior, and markets? Global Head of Commodity Strategy Helima Croft, Chief Economist Frances Donald, and Head of U.S. Equity Strategy Lori Calvasina discuss what a disruption in oil supply could mean for the macro outlook — and why the longer‑term picture may be more resilient than headlines suggest.

]]>As geopolitical tensions in the Middle East raise the prospect of a more prolonged energy shock, how should investors think about the implications for inflation, consumer behavior, and markets? Global Head of Commodity Strategy Helima Croft, Chief Economist Frances Donald, and Head of U.S. Equity Strategy Lori Calvasina discuss what a disruption in oil supply could mean for the macro outlook — and why the longer‑term picture may be more resilient than headlines suggest.

]]>21bdfa92-19e1-4225-9f5b-f2cfabfdc7b8Fri, 13 Mar 2026 09:00:00 -040024:15falsefull245452How sustainable finance is evolving to reflect new global realitiesHow sustainable finance is evolving to reflect new global realitiesAs electricity demand surges, geopolitical risks increase, and the physical impacts of climate change escalate, how are investors responding? In this episode, RBC Capital Markets' Global Head of Sustainable Finance Sarah Thompson reflects on the outlook for the market in the light of new global realities, in discussion with Moses Choi, Head of U.S. Sustainable Finance, and Stefano Vitali, Head of Europe and Asia Pacific Sustainable Finance.

]]>As electricity demand surges, geopolitical risks increase, and the physical impacts of climate change escalate, how are investors responding? In this episode, RBC Capital Markets' Global Head of Sustainable Finance Sarah Thompson reflects on the outlook for the market in the light of new global realities, in discussion with Moses Choi, Head of U.S. Sustainable Finance, and Stefano Vitali, Head of Europe and Asia Pacific Sustainable Finance.

]]>c8e21b24-9d8b-4e98-87d5-4272d49dd489Wed, 04 Mar 2026 16:15:00 -040018:05falsefull244442How can businesses gain competitive advantage in the AI era?How can businesses gain competitive advantage in the AI era?The current AI cycle, fueled by an unprecedented compute upgrade, is driving a fundamental economic shift. In this panel discussion at this year’s TIMT Conference, Matthew Hedberg, Head of Global TIMT Research, joins John Borthwick, Founder and CEO, Betaworks; Dave Golob, Chief Investment Officer, Francisco Partners; and Greg Turorto, Portfolio Manager, Goldman Sachs, to discuss how investors can navigate future opportunities while avoiding potential investment pitfalls.

]]>The current AI cycle, fueled by an unprecedented compute upgrade, is driving a fundamental economic shift. In this panel discussion at this year’s TIMT Conference, Matthew Hedberg, Head of Global TIMT Research, joins John Borthwick, Founder and CEO, Betaworks; Dave Golob, Chief Investment Officer, Francisco Partners; and Greg Turorto, Portfolio Manager, Goldman Sachs, to discuss how investors can navigate future opportunities while avoiding potential investment pitfalls.

]]>60077ade-6bfa-4010-bf04-e42d261aac4cMon, 09 Feb 2026 09:00:00 -040022:17falsefull243432ETF Innovators: How Capital Group powers active ETFsETF Innovators: How Capital Group powers active ETFsOnce synonymous with passive, index-based investing, ETFs have become a vehicle for active managers seeking to deliver differentiated returns. Today, active ETFs now outnumber passive funds among US-listed exchange-traded products for the first time.

Scott Davis, Head of ETFs at Capital Group, joins us on this episode of ETF Innovators to discuss how the firm integrates over 90 years of investment expertise into modern ETF structures.

]]>Once synonymous with passive, index-based investing, ETFs have become a vehicle for active managers seeking to deliver differentiated returns. Today, active ETFs now outnumber passive funds among US-listed exchange-traded products for the first time.

Scott Davis, Head of ETFs at Capital Group, joins us on this episode of ETF Innovators to discuss how the firm integrates over 90 years of investment expertise into modern ETF structures.

]]>906dc5a1-bacd-4639-8538-c9c8974b67eaThu, 29 Jan 2026 14:15:00 -040012:14falsefull242422APAC’s economies brace for a challenging 2026APAC’s economies brace for a challenging 2026Tariffs, 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.

]]>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.

]]>376116d3-bb97-4e1b-95cd-cf0a0850b9bbTue, 16 Dec 2025 16:30:00 -040019:15falsefull241412Energy and mining sectors race to feed unprecedented demandEnergy and mining sectors race to feed unprecedented demandAs 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.

]]>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.

]]>cb392763-10d9-4a4c-817c-a3bae660bda7Tue, 16 Dec 2025 08:00:00 -040029:09falsefull240402Who will capitalize on the defense spending surge in 2026?Who will capitalize on the defense spending surge in 2026?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.

]]>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.

]]>92333444-68ec-4d36-8292-8edbb01ec552Tue, 16 Dec 2025 08:00:00 -040026:00falsefull238382Can Europe sustain its growth comeback in 2026?Can Europe sustain its growth comeback in 2026?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.

]]>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.

]]>d8bad02d-2f87-4366-b97b-975e155fddf4Mon, 15 Dec 2025 09:00:00 -040021:30falsefull2373722026 Outlook: macro, monetary policy & rates2026 Outlook: macro, monetary policy & ratesWhat 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.

]]>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.

]]>00b18475-4831-4ceb-9818-1987edd8ae9dMon, 15 Dec 2025 09:00:00 -040027:20falsefull236362Can Canada’s divided economy be healed in 2026?Can Canada’s divided economy be healed in 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.

]]>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.

]]>2ef0faf9-ce9d-4497-bfa5-323c8e37d2edFri, 12 Dec 2025 09:00:00 -040025:13falsefull235352Will the U.S. be stuck in the stagflation trap for another year?Will the U.S. be stuck in the stagflation trap for another year?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.

]]>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.

]]>d6301f55-8f61-465c-9674-4be7f7f16b77Fri, 12 Dec 2025 09:00:00 -040028:06falsefull234342Market signals for 2026: AI, credit, and the consumer crossroadsMarket signals for 2026: AI, credit, and the consumer crossroadsAI 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.

]]>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.

]]>bd9cde29-9f91-4728-8992-32b60ccebe77Tue, 25 Nov 2025 09:00:00 -040020:55falsefull233332AI will not kill software – but vendors must pivot to surviveAI will not kill software – but vendors must pivot to surviveThe 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.

]]>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.

]]>0beb0fa1-a84b-4590-bd52-e67ceefb965dFri, 14 Nov 2025 09:00:00 -040019:43falsefull231312Can hedge funds sustain record growth in a high-risk market?Can hedge funds sustain record growth in a high-risk market?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.

]]>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.

]]>5b4ee236-01c9-41ca-a124-fcb5a019d945Tue, 28 Oct 2025 12:15:00 -040030:26falsefull230302While equities soar to record peaks, investors plan aheadWhile equities soar to record peaks, investors plan aheadEarnings 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.

]]>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.

]]>6db02c2c-bd32-43ac-aa97-a972455c5436Tue, 28 Oct 2025 09:45:00 -040018:23falsefull229292Energy insights: awakening the northern giantEnergy insights: awakening the northern giantIn 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.

]]>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.

]]>cd137232-36f1-49fe-a286-35962ac0aa8dFri, 03 Oct 2025 09:00:00 -040014:47falsefull228282Charting momentum in Industrials M&ACharting momentum in Industrials M&AAcross 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.

]]>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.

]]>495cf757-0daf-41f3-bf94-637c79af66deFri, 26 Sep 2025 09:00:00 -040029:16falsefull227272Five disruptors reshaping the U.S. economyFive disruptors reshaping the U.S. economyVito 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.

]]>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.

]]>6a420ade-cf82-4d16-ad9e-d9555d1f66d9Tue, 16 Sep 2025 09:00:00 -040029:56falsefull226262EQT's innovation is transforming natural gas investmentEQT's innovation is transforming natural gas investmentNatural 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.

]]>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.

]]>51473674-5997-4d4d-9993-9ca253cebd75Thu, 31 Jul 2025 09:00:00 -040016:51falsefull225252What private credit newcomers signal for the marketWhat private credit newcomers signal for the marketInsurance 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.

]]>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.

]]>f72e21f2-f5a6-4d8a-95b8-41cb1afba35bTue, 17 Jun 2025 09:00:00 -040017:44falsefull224242The expanding reach of private creditThe expanding reach of private creditPrivate 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.

]]>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.

]]>185f328c-5782-40f4-8c38-9c0335b2f503Tue, 17 Jun 2025 09:00:00 -040021:44falsefull223232Healthcare trends indicate growing activity despite macro headwindsHealthcare trends indicate growing activity despite macro headwindsDavid 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.

]]>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.

]]>1ebce043-70a3-47c0-a846-9f70b637643aFri, 06 Jun 2025 09:00:00 -040027:34falsefull222222The need for innovative financing solutions in digital infrastructureThe need for innovative financing solutions in digital infrastructureMarcos 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.

]]>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.

]]>fd466dc0-ac85-4611-b069-60a93197c432Wed, 28 May 2025 09:00:00 -040021:53falsefull221212Canada - An Energy PowerhouseCanada - An Energy PowerhouseIn 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?

]]>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?

]]>6bc551ed-3824-49b6-9d0d-d8be6fd718beFri, 16 May 2025 10:00:00 -040008:40falsefull220202Navigating trade and tariffs: Impacts on global growthNavigating trade and tariffs: Impacts on global growthU.S. tariffs are on pause for 90 days, but sizeable 10% tariffs imposed on most countries on April 5 remains in place, and it, along with steep tariffs on imports from China, could have significant implications for U.S. inflation and growth.

In this episode we join Frances Donald, Chief Economist at RBC do with Josh Lipsky, Senior Director of the Atlantic Council’s GeoEconomics Center as they discuss the latest developments in U.S. and global trade policy and their impact on economic growth.

This episode was recorded on April 7, 2025.

]]>U.S. tariffs are on pause for 90 days, but sizeable 10% tariffs imposed on most countries on April 5 remains in place, and it, along with steep tariffs on imports from China, could have significant implications for U.S. inflation and growth.

In this episode we join Frances Donald, Chief Economist at RBC do with Josh Lipsky, Senior Director of the Atlantic Council’s GeoEconomics Center as they discuss the latest developments in U.S. and global trade policy and their impact on economic growth.

This episode was recorded on April 7, 2025.

]]>41341dec-1f2b-46bd-b07b-6d10b5e3abadThu, 24 Apr 2025 09:00:00 -040037:10falsefull219192Securing the future of an underserved group: Middle-income AmericaSecuring the future of an underserved group: Middle-income AmericaBoomers are turning 65 in big numbers, and starting to think seriously about their financial future. Many of those in the middle-income bracket turn to CNO Financial Group. The demographics are in its favor, but how has CNO turned its business around in a notoriously tough market space? CEO Gary Bhojwani reveals its recipe for success at RBC’s Global Financial Institutions conference.

Watch here: Securing the future of an underserved group: Middle-income America | RBCCM



]]>Boomers are turning 65 in big numbers, and starting to think seriously about their financial future. Many of those in the middle-income bracket turn to CNO Financial Group. The demographics are in its favor, but how has CNO turned its business around in a notoriously tough market space? CEO Gary Bhojwani reveals its recipe for success at RBC’s Global Financial Institutions conference.

Watch here: Securing the future of an underserved group: Middle-income America | RBCCM



]]>39d92f80-2503-49b3-8cc2-1c37a4162f7cTue, 22 Apr 2025 09:00:00 -040009:25falsefull218182Trump’s policies: Reshaping the defense landscapeTrump’s policies: Reshaping the defense landscapeIn this episode we’ll join Janet Wilkinson, Managing Director and Head of Global Markets Flow Sales, EMEA, as she moderates a discussion with two RBC Capital Markets experts, Peter Schaffrik, Chief European Macro Strategist and Ken Herbert, Senior Aerospace and Defense Analyst, as they’ll unpack the economic impact of UK and European defense spending shifts and discuss how defense companies are positioning themselves in this evolving landscape.

]]>In this episode we’ll join Janet Wilkinson, Managing Director and Head of Global Markets Flow Sales, EMEA, as she moderates a discussion with two RBC Capital Markets experts, Peter Schaffrik, Chief European Macro Strategist and Ken Herbert, Senior Aerospace and Defense Analyst, as they’ll unpack the economic impact of UK and European defense spending shifts and discuss how defense companies are positioning themselves in this evolving landscape.

]]>bd2ed2f1-26b1-4960-abdf-b52b7aa1377cThu, 10 Apr 2025 09:00:00 -040017:59falsefull216162Capital raising in 2025: Opportunity in volatilityCapital raising in 2025: Opportunity in volatilityWhen headlines can tilt the capital markets from one day to the next, how can issuers, corporates, sponsors and investors stay on course? In this episode of Strategic Alternatives, RBC experts analyze capital raising opportunities for 2025 amid geopolitical uncertainty. Vito Sperduto, Head of RBC Capital Markets, U.S., is joined Rob McCormack, Global Head, Dept Capital Markets; Nitin Babbar, Global Head, Equity Capital Markets; and John Cokinos, Global Head of Leveraged Finance and Capital Markets.

]]>When headlines can tilt the capital markets from one day to the next, how can issuers, corporates, sponsors and investors stay on course? In this episode of Strategic Alternatives, RBC experts analyze capital raising opportunities for 2025 amid geopolitical uncertainty. Vito Sperduto, Head of RBC Capital Markets, U.S., is joined Rob McCormack, Global Head, Dept Capital Markets; Nitin Babbar, Global Head, Equity Capital Markets; and John Cokinos, Global Head of Leveraged Finance and Capital Markets.

]]>bd9ff089-84b3-4dae-8ff1-50b589a037d2Tue, 01 Apr 2025 09:00:00 -040032:45falsefull215152Predictions for a volatile geopolitical year aheadPredictions for a volatile geopolitical year ahead2025 is set to be one of the most volatile geopolitical years in many of our lifetimes. The overwhelming uncertainty is causing “analysis paralysis” for decision-makers, slowing large-scale investment and hiring decisions, as companies try to get clarity on what matters and what doesn't.

At RBC Capital Markets’ Global Financial Institutions Conference, RBC Chief Economist Frances Donald spoke to Helima Croft, Head of Global Commodity Strategy and MENA Research, and Fred Kempe, President and CEO of the Atlantic Council, about the top risks and potential outcomes on global trade and tariffs, implications for energy markets, Russia-Ukraine negotiations, intervention in the Middle East, and more.

]]>2025 is set to be one of the most volatile geopolitical years in many of our lifetimes. The overwhelming uncertainty is causing “analysis paralysis” for decision-makers, slowing large-scale investment and hiring decisions, as companies try to get clarity on what matters and what doesn't.

At RBC Capital Markets’ Global Financial Institutions Conference, RBC Chief Economist Frances Donald spoke to Helima Croft, Head of Global Commodity Strategy and MENA Research, and Fred Kempe, President and CEO of the Atlantic Council, about the top risks and potential outcomes on global trade and tariffs, implications for energy markets, Russia-Ukraine negotiations, intervention in the Middle East, and more.

]]>a44bc447-0cd9-4156-b1a3-68a160630cb9Thu, 20 Mar 2025 09:00:00 -040022:01falsefull216162Global Banks Outlook 2025: Bigger dividends, more stock buybacksGlobal Banks Outlook 2025: Bigger dividends, more stock buybacksBanks enjoyed strong earnings and wielded big balance sheets in 2024, but can the momentum last another year? The answer is yes, at least in the U.S. market, according to the experts in RBC Capital Markets’ global banks outlook. Gerard Cassidy, Global Co-Head of Financials Research and Head of US Bank Strategy, and Anke Reingen, Global Co-Head of Financials Research and European Banks, join host Peter Dawkins, Vice President, European Equity Research, to explore the economic and regulatory tailwinds, and the potential pitfalls, in this episode of Strategic Alternatives.

]]>Banks enjoyed strong earnings and wielded big balance sheets in 2024, but can the momentum last another year? The answer is yes, at least in the U.S. market, according to the experts in RBC Capital Markets’ global banks outlook. Gerard Cassidy, Global Co-Head of Financials Research and Head of US Bank Strategy, and Anke Reingen, Global Co-Head of Financials Research and European Banks, join host Peter Dawkins, Vice President, European Equity Research, to explore the economic and regulatory tailwinds, and the potential pitfalls, in this episode of Strategic Alternatives.

]]>d1f90bb7-8498-43d5-bdbf-3163346955e1Wed, 26 Feb 2025 04:00:00 -040020:02falsefull214142Global Energy Transition Outlook: AI, interest rates and policy reversalsGlobal Energy Transition Outlook: AI, interest rates and policy reversalsThe global energy transition may be buffeted by political winds, but its progress is unstoppable. With new data revealing investment soared past $2 trillion in 2024, how can innovative companies position themselves for a piece of the pie this year? Ralph Ibendahl, Global Head of Energy Transition Banking, offers his latest insights on the next stage of energy transition in conversation with Trevor Gardner, Head of Global Banking Coverage.

]]>The global energy transition may be buffeted by political winds, but its progress is unstoppable. With new data revealing investment soared past $2 trillion in 2024, how can innovative companies position themselves for a piece of the pie this year? Ralph Ibendahl, Global Head of Energy Transition Banking, offers his latest insights on the next stage of energy transition in conversation with Trevor Gardner, Head of Global Banking Coverage.

]]>69ca0b08-2910-488a-a464-99c07ca3a4d6Fri, 21 Feb 2025 04:00:00 -040018:30falsefull212122The forces behind the momentum in asset-backed securitiesThe forces behind the momentum in asset-backed securitiesThe ABS market has evolved, expanding into new and non-traditional asset classes while attracting a broader investor base. Which sectors are driving this growth, and how might U.S. policy shifts shape the market’s trajectory? ABS specialists Sofia Shields and Nick Rogers share their insights in this episode of Strategic Alternatives.

]]>The ABS market has evolved, expanding into new and non-traditional asset classes while attracting a broader investor base. Which sectors are driving this growth, and how might U.S. policy shifts shape the market’s trajectory? ABS specialists Sofia Shields and Nick Rogers share their insights in this episode of Strategic Alternatives.

]]>26f6c0f6-f744-4737-b155-21f16b551e4aThu, 20 Feb 2025 16:45:00 -040019:28falsefull213132Global Financial Sponsors Hot Button Topics and TrendsGlobal Financial Sponsors Hot Button Topics and TrendsSponsor-backed deals are recovering steadily rather than spectacularly, but 2025 offers strong signs for cross-border activity in particular. In this episode of Strategic Alternatives, RBC Capital Markets’ Co-Heads of Global Financial Sponsor Coverage – Harold Varah, Graham Tufts and Ram Amarnath – assess the trends and opportunities for the year ahead.

]]>Sponsor-backed deals are recovering steadily rather than spectacularly, but 2025 offers strong signs for cross-border activity in particular. In this episode of Strategic Alternatives, RBC Capital Markets’ Co-Heads of Global Financial Sponsor Coverage – Harold Varah, Graham Tufts and Ram Amarnath – assess the trends and opportunities for the year ahead.

]]>cfa3c31f-86f4-46be-a52b-bd7740066431Mon, 10 Feb 2025 09:00:00 -040024:14falsefull213132Navigating the Impact of U.S. Tariffs on CanadaNavigating the Impact of U.S. Tariffs on CanadaAfter tariffs were delayed, RBC’s Chief Economist Frances Donald spoke with Ram Amarnath, Co-Head of Global Financial Sponsors and Head of Canadian Diversified Industries at RBC Capital Markets, about the potential impact of 25% tariffs on the Canadian economy and what corporations, investors and policymakers in Canada and the U.S. need to think about in the weeks and months ahead.

]]>After tariffs were delayed, RBC’s Chief Economist Frances Donald spoke with Ram Amarnath, Co-Head of Global Financial Sponsors and Head of Canadian Diversified Industries at RBC Capital Markets, about the potential impact of 25% tariffs on the Canadian economy and what corporations, investors and policymakers in Canada and the U.S. need to think about in the weeks and months ahead.

]]>f54b9aa2-28e9-426f-bef9-e6cf7ac20843Wed, 05 Feb 2025 09:00:00 -040040:26falsefull210102Navigating markets in 2025: Whipsaws and fatter-tails call for tactical movesNavigating markets in 2025: Whipsaws and fatter-tails call for tactical movesIn this episode, Lori Calvasina, Head of US Equity Strategy, is joined by two of her macro partners at RBC Capital Markets, Head of US Rates Strategy, Blake Gwinn, and Equity Derivative Strategist Amy Wu Silverman. With 2024 winding down, all of their outlook reports out, and too many December investor meetings behind them to even count, these three thought leaders at RBC Capital Markets came together to discuss their thoughts on the equity market, the bond market, and volatility in the year ahead. The conversation took place on December 19th, 2024.

]]>In this episode, Lori Calvasina, Head of US Equity Strategy, is joined by two of her macro partners at RBC Capital Markets, Head of US Rates Strategy, Blake Gwinn, and Equity Derivative Strategist Amy Wu Silverman. With 2024 winding down, all of their outlook reports out, and too many December investor meetings behind them to even count, these three thought leaders at RBC Capital Markets came together to discuss their thoughts on the equity market, the bond market, and volatility in the year ahead. The conversation took place on December 19th, 2024.

]]>d088f163-8a36-4a15-b449-7f66d65a9ba4Tue, 24 Dec 2024 09:00:00 -040025:21falsefull29922025 Outlook: Europe’s economies brace for more political upheaval2025 Outlook: Europe’s economies brace for more political upheavalRecession looks avoidable for Europe in 2025, but significant growth is still elusive. This episode of RBC Capital Market’s Strategic Alternatives considers the prospects, weighing political volatility in the region, central banks’ rate-cutting cycles, and potential U.S. interventions. What does all this mean for investors? Janet Wilkinson, Head of Fixed Income & Currencies Flow Sales, EMEA, is joined by Peter Schaffrik, Chief European Macro Strategist, and Cathal Kennedy, Senior U.K. Economist.

]]>Recession looks avoidable for Europe in 2025, but significant growth is still elusive. This episode of RBC Capital Market’s Strategic Alternatives considers the prospects, weighing political volatility in the region, central banks’ rate-cutting cycles, and potential U.S. interventions. What does all this mean for investors? Janet Wilkinson, Head of Fixed Income & Currencies Flow Sales, EMEA, is joined by Peter Schaffrik, Chief European Macro Strategist, and Cathal Kennedy, Senior U.K. Economist.

]]>247520d1-ca8b-49ab-b2e5-56f521dfdf36Fri, 20 Dec 2024 09:00:00 -040021:02falsefull2772Will Australia’s Consumers Rally in 2025?Will Australia’s Consumers Rally in 2025?Australia’s hopes for some strengthening in growth in 2025 rest on a pickup in household spending to support the public demand currently underpinning the economy. Meanwhile, housing, immigration, and inflation pose interlinked challenges – with geopolitical risks on the horizon. Chief Economist, Su-Lin Ong, and Macro Rates Strategist, Rob Thompson, join Rod Ireland, Head of Global Markets, APAC, to assess the prospects in this episode of RBC Capital Markets’ Strategic Alternatives podcast.

]]>Australia’s hopes for some strengthening in growth in 2025 rest on a pickup in household spending to support the public demand currently underpinning the economy. Meanwhile, housing, immigration, and inflation pose interlinked challenges – with geopolitical risks on the horizon. Chief Economist, Su-Lin Ong, and Macro Rates Strategist, Rob Thompson, join Rod Ireland, Head of Global Markets, APAC, to assess the prospects in this episode of RBC Capital Markets’ Strategic Alternatives podcast.

]]>8440cc9b-9e3d-4a60-a5e5-aa7a0b23878dFri, 20 Dec 2024 09:00:00 -040028:00falsefull2662Which policies will impact the U.S. economy in 2025?Which policies will impact the U.S. economy in 2025?2025 will see the U.S. economy diverge even further from other developed nations, in ways that begin to look structural rather than cyclical. That’s one of the predictions from RBC Capital Markets’ Chief Economist Frances Donald and U.S. Economist Mike Reid in their outlook for the next year. They join Vito Sperduto, Head of RBC Capital Markets U.S. to weigh the economic impact of the incoming administration’s policies – and the tough line the Fed will need to tread in 2025.

]]>2025 will see the U.S. economy diverge even further from other developed nations, in ways that begin to look structural rather than cyclical. That’s one of the predictions from RBC Capital Markets’ Chief Economist Frances Donald and U.S. Economist Mike Reid in their outlook for the next year. They join Vito Sperduto, Head of RBC Capital Markets U.S. to weigh the economic impact of the incoming administration’s policies – and the tough line the Fed will need to tread in 2025.

]]>1a586d1b-1873-406c-8081-0289d7a2adfcTue, 10 Dec 2024 09:00:00 -040032:43falsefull2442Productivity and affordability: Canada’s top challenges in 2025Productivity and affordability: Canada’s top challenges in 2025Canada enters 2025 facing huge uncertainties at home and abroad. But one thing seems clear: it is set on a very different path to its powerful neighbor in terms of both economic growth potential and monetary policy. In this episode of Strategic Alternatives, Lindsay Patrick, Head of Strategy, Marketing and Sustainability is joined by RBC Chief Economist Frances Donald to analyze why Canada and the U.S. are diverging so starkly and to assess Canada’s efforts to address its housing and affordability crises in the year ahead.

]]>Canada enters 2025 facing huge uncertainties at home and abroad. But one thing seems clear: it is set on a very different path to its powerful neighbor in terms of both economic growth potential and monetary policy. In this episode of Strategic Alternatives, Lindsay Patrick, Head of Strategy, Marketing and Sustainability is joined by RBC Chief Economist Frances Donald to analyze why Canada and the U.S. are diverging so starkly and to assess Canada’s efforts to address its housing and affordability crises in the year ahead.

]]>34f42c14-e048-42bf-9e38-231c2e5a5354Mon, 09 Dec 2024 09:00:00 -040033:53falsefull23322025 Global M&A Outlook: Confidence meets caution2025 Global M&A Outlook: Confidence meets cautionLighter regulation under the next U.S. administration may make dealmaking simpler, at least in some sectors, but how will M&A be affected by Trump’s other plans? In this episode of Strategic Alternatives, Ben Mandell, Global Head of M&A, is joined by RBC Capital Markets’ M&A experts from across the globe to analyze how the change of regime and other factors will influence transactions in 2025.

]]>Lighter regulation under the next U.S. administration may make dealmaking simpler, at least in some sectors, but how will M&A be affected by Trump’s other plans? In this episode of Strategic Alternatives, Ben Mandell, Global Head of M&A, is joined by RBC Capital Markets’ M&A experts from across the globe to analyze how the change of regime and other factors will influence transactions in 2025.

]]>1a4835bd-bec1-4c55-ac82-f582a5e8501eFri, 06 Dec 2024 09:00:00 -040032:56falsefull2222From IPOs to M&A: Shifting strategies at RBC’s 2024 TIMT ConferenceFrom IPOs to M&A: Shifting strategies at RBC’s 2024 TIMT ConferenceAt RBC’s 2024 Global Technology, Internet, Media, and Telecom (TIMT) Conference, equity capital markets bankers sat down to discuss the key trends in the tech sector, and how this will catalyze activity in the IPO and broader equity market, M&A, private markets and more moving into 2025.

]]>At RBC’s 2024 Global Technology, Internet, Media, and Telecom (TIMT) Conference, equity capital markets bankers sat down to discuss the key trends in the tech sector, and how this will catalyze activity in the IPO and broader equity market, M&A, private markets and more moving into 2025.

]]>1b6270cc-4f57-4196-9f99-fce397994242Tue, 03 Dec 2024 09:00:00 -040025:16falsefull23322025 Outlook: Macro, Monetary Policy & Rates2025 Outlook: Macro, Monetary Policy & RatesIn 2025, Fixed income returns across the world will depend partly on the continuing resilience of the U.S. economy, and how far the Federal Reserve takes its current easing cycle. But macroeconomic variations among different markets will also be a big influence. In this episode of the Strategic Alternatives podcast, RBC Capital Market specialists from major global markets sift the key factors to offer informed predictions.

]]>In 2025, Fixed income returns across the world will depend partly on the continuing resilience of the U.S. economy, and how far the Federal Reserve takes its current easing cycle. But macroeconomic variations among different markets will also be a big influence. In this episode of the Strategic Alternatives podcast, RBC Capital Market specialists from major global markets sift the key factors to offer informed predictions.

]]>6967e31d-e82d-462d-a4ff-8111ce6e6f1eFri, 29 Nov 2024 09:00:00 -040035:49falsefull2112The first cut is the deepestThe first cut is the deepestAt RBC's Global Industrials conference in Las Vegas, Vito Sperduto, Head of RBC Capital Markets U.S., and Lori Calvasina, Head of U.S. equity strategy talk about the key themes shaping equity markets right now, and how investors are thinking about and factoring in the potential impact of the US election.

]]>At RBC's Global Industrials conference in Las Vegas, Vito Sperduto, Head of RBC Capital Markets U.S., and Lori Calvasina, Head of U.S. equity strategy talk about the key themes shaping equity markets right now, and how investors are thinking about and factoring in the potential impact of the US election.

]]>3a0ae356-cf9a-467a-94b2-dde88c7f9ec9Fri, 08 Nov 2024 09:00:00 -040029:07falsefull147471Industrial Deal-Making: What a Difference a Year MakesIndustrial Deal-Making: What a Difference a Year MakesLast autumn the Industrials M&A landscape was subdued at best. This year the mood at RBC’s Global Industrials Conference was very different, with a revived corporate scene and private equity increasingly active. Joshua Rosenbaum, Global Head of Industrials, joins the Strategic Alternatives podcast to discuss the most promising sectors, and whether the shadow of the global financial crisis is finally clearing.

]]>Last autumn the Industrials M&A landscape was subdued at best. This year the mood at RBC’s Global Industrials Conference was very different, with a revived corporate scene and private equity increasingly active. Joshua Rosenbaum, Global Head of Industrials, joins the Strategic Alternatives podcast to discuss the most promising sectors, and whether the shadow of the global financial crisis is finally clearing.

]]>553a78db-ff84-4f44-a5b8-ae91f7c6aa54Fri, 18 Oct 2024 09:00:00 -040028:28falsefull146461Insights from a Wall Street Legend: An Exclusive Interview with Larry GrafsteinInsights from a Wall Street Legend: An Exclusive Interview with Larry GrafsteinWith over $1 trillion in transactions under his belt, Larry Grafstein, Deputy Chairman, Global Investment Banking, RBC Capital Markets, shares career insights and deal strategies. This episode was originally recorded with The Investment Banking Leaders Podcast on September 23, 2024.

]]>With over $1 trillion in transactions under his belt, Larry Grafstein, Deputy Chairman, Global Investment Banking, RBC Capital Markets, shares career insights and deal strategies. This episode was originally recorded with The Investment Banking Leaders Podcast on September 23, 2024.

]]>4ca6897c-0dfe-40a2-bb36-1de24958c369Wed, 16 Oct 2024 09:00:00 -040052:57falsefull145451Bond markets accelerate but volatility ahead?Bond markets accelerate but volatility ahead?As U.S. issuances surge and redemptions from the low-rate era come due, the debt markets are in a dynamic phase, but what can issuers and investors expect next? Vito Sperduto is joined by Robert McCormack, Global Head of Debt Capital Markets, and Allison MacKinnon, Head of UK & European Corporate Debt Capital Markets, to discuss the developments.

]]>As U.S. issuances surge and redemptions from the low-rate era come due, the debt markets are in a dynamic phase, but what can issuers and investors expect next? Vito Sperduto is joined by Robert McCormack, Global Head of Debt Capital Markets, and Allison MacKinnon, Head of UK & European Corporate Debt Capital Markets, to discuss the developments.

]]>085b8e86-7380-4b8d-abc0-eaf76c792e36Wed, 09 Oct 2024 09:00:00 -040020:48falsefull148481What trends are shaping debt capital markets?What trends are shaping debt capital markets?Despite uncertainty around elections in Europe and the U.S., issuers have accelerated their funding plans in what has been a positive year for global bond markets. Head of European Debt Capital Markets and Syndicate, Robert Lamb and Co-head, Canadian Debt Capital Markets, Patrick McDonald explore the trends shaping debt capital markets.

]]>Despite uncertainty around elections in Europe and the U.S., issuers have accelerated their funding plans in what has been a positive year for global bond markets. Head of European Debt Capital Markets and Syndicate, Robert Lamb and Co-head, Canadian Debt Capital Markets, Patrick McDonald explore the trends shaping debt capital markets.

]]>c762fa5d-61eb-4177-990b-fe64a647d658Thu, 26 Sep 2024 10:00:00 -040027:20falsefull146461Investors Eye Canadian Energy as Game-Changing Projects Go LiveInvestors Eye Canadian Energy as Game-Changing Projects Go LiveThe Trans Mountain Pipeline is up and running; the LNG Canada export facility is gearing up. The promise of new routes and markets for Canadian products is focusing investors’ attention on the market as never before. RBC Canadian energy specialists, Jeff Cormack and Michael Povaschuk, join the Energy Transition in Focus podcast to predict what this means for companies in the sector.

]]>The Trans Mountain Pipeline is up and running; the LNG Canada export facility is gearing up. The promise of new routes and markets for Canadian products is focusing investors’ attention on the market as never before. RBC Canadian energy specialists, Jeff Cormack and Michael Povaschuk, join the Energy Transition in Focus podcast to predict what this means for companies in the sector.

]]>49c4188a-e171-4a0b-9b17-63a983b18bbfThu, 19 Sep 2024 09:00:00 -040011:30falsefull144441Why U.S. Banks Are Set for Strong PerformanceWhy U.S. Banks Are Set for Strong PerformanceIn a shifting financial landscape, banks are emerging as compelling value investments, driven by modest GDP growth and anticipated Fed rate cuts. Co-Head of Global Financials Research, Gerard Cassidy, explores the latest trends in bank stocks, regulatory changes, and M&A opportunities.

]]>In a shifting financial landscape, banks are emerging as compelling value investments, driven by modest GDP growth and anticipated Fed rate cuts. Co-Head of Global Financials Research, Gerard Cassidy, explores the latest trends in bank stocks, regulatory changes, and M&A opportunities.

]]>07d7380e-b26a-4974-9ba1-0708863cc673Tue, 17 Sep 2024 09:00:00 -040023:33falsefull143431Fintechs’ Reasons to Look on the Bright SideFintechs’ Reasons to Look on the Bright SideCovid put paid to the notion of fintech as a secular growth market, yet the sector continues to evolve, diversify, and transform financial providers. Fintech analyst, Dan Perlin, reveals why the mood at RBC’s fintech conference was better than the market would suggest, and explains that a long-awaited consumer dip could ultimately benefit the sector.

]]>Covid put paid to the notion of fintech as a secular growth market, yet the sector continues to evolve, diversify, and transform financial providers. Fintech analyst, Dan Perlin, reveals why the mood at RBC’s fintech conference was better than the market would suggest, and explains that a long-awaited consumer dip could ultimately benefit the sector.

]]>2655d751-5bae-4eef-a3e1-f1d9446858ecThu, 29 Aug 2024 09:00:00 -040020:17falsefull142421Bringing Private Investment to Energy Transition InnovationBringing Private Investment to Energy Transition InnovationPrivate capital is critical to energy transition efforts, but much of it to date has been channeled to renewables and electric vehicles. What are the prospects of attracting funds to other sub-sectors, and early-stage innovators? In this episode of Strategic Alternatives, host Beatrix Pratte-Ness is joined by RBC specialists Ralph Ibendahl, Paul Betts, and Barrie Laver to assess the prospects for the market.

]]>Private capital is critical to energy transition efforts, but much of it to date has been channeled to renewables and electric vehicles. What are the prospects of attracting funds to other sub-sectors, and early-stage innovators? In this episode of Strategic Alternatives, host Beatrix Pratte-Ness is joined by RBC specialists Ralph Ibendahl, Paul Betts, and Barrie Laver to assess the prospects for the market.

]]>0eab6eca-6955-4447-bd6a-db0377e46f94Wed, 31 Jul 2024 00:15:00 -040026:26falsefull141411How to Invest in The Post-Pandemic EraHow to Invest in The Post-Pandemic EraOn this episode of Strategic Alternatives, we share a rebroadcast of the Meb Faber Show podcast episode, featuring Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, in which she explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad market. She also touches on small cap stocks, takeaways from earnings season, and her early thoughts on 2025.

]]>On this episode of Strategic Alternatives, we share a rebroadcast of the Meb Faber Show podcast episode, featuring Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, in which she explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad market. She also touches on small cap stocks, takeaways from earnings season, and her early thoughts on 2025.

]]>2ab88d4a-218c-402d-af87-da9f2c0e28a3Mon, 08 Jul 2024 09:00:00 -040022:15falsefull140401Under the Hood of Today’s Volatility and Options MarketsUnder the Hood of Today’s Volatility and Options MarketsOn this episode of Strategic Alternatives, we share a rebroadcast of an iCapital Beyond 60/40 podcast episode, featuring Amy Wu Silverman, Managing Director and Equity Derivatives Strategist of RBC, in which she shares how options market trends can indicate public sentiment.

]]>On this episode of Strategic Alternatives, we share a rebroadcast of an iCapital Beyond 60/40 podcast episode, featuring Amy Wu Silverman, Managing Director and Equity Derivatives Strategist of RBC, in which she shares how options market trends can indicate public sentiment.

]]>982f1805-8fb5-40e7-a812-bd97ae0f5030Mon, 08 Jul 2024 09:00:00 -040011:37falsefull139391How to Build and Sell a Biotech in 2024How to Build and Sell a Biotech in 2024With a combined deal value of $29bn under their belts this year, four CEOs reflect on what they’ve learned from their successes – and failures. Roberto Bellini (who sold BELLUS Health), Mark McKenna (Prometheus), Bill Meury (Karuna Therapeutics) and Dan O’Connor (Ambrx Biopharma) also consider the current market for biopharma M&A and what buyers are seeking today.

]]>With a combined deal value of $29bn under their belts this year, four CEOs reflect on what they’ve learned from their successes – and failures. Roberto Bellini (who sold BELLUS Health), Mark McKenna (Prometheus), Bill Meury (Karuna Therapeutics) and Dan O’Connor (Ambrx Biopharma) also consider the current market for biopharma M&A and what buyers are seeking today.

]]>fee819b4-96a4-451a-9183-859c965c7a32Mon, 08 Jul 2024 09:00:00 -040035:19falsefull138381Energy M&A: A Game of ChessEnergy M&A: A Game of ChessRBC Global Energy’s Nick Woodruff and Tim Perry discuss the trends shaping the landscape of commodities, energy, and infrastructure investments coming out of RBC’s 2024 Energy, Power & Infrastructure Conference (EPIC) in New York.

]]>RBC Global Energy’s Nick Woodruff and Tim Perry discuss the trends shaping the landscape of commodities, energy, and infrastructure investments coming out of RBC’s 2024 Energy, Power & Infrastructure Conference (EPIC) in New York.

]]>fea9748e-d182-4dc1-8bf0-692da13fff2aFri, 28 Jun 2024 09:00:00 -040020:59falsefull139391Healthcare Equities Outlook: Opportunities for OutperformanceHealthcare Equities Outlook: Opportunities for OutperformanceThis year has seen a pick-up in equity activity across healthcare, with a wider range of firms showing promise for value creation, and a stronger investor appetite for a pipeline of private companies that are set to go public. RBC’s John Kolz, John Hoffman, and Jason Levitz met at this year’s RBC Capital Markets Global Healthcare Conference to discuss the latest indicators from investors and corporates.

]]>This year has seen a pick-up in equity activity across healthcare, with a wider range of firms showing promise for value creation, and a stronger investor appetite for a pipeline of private companies that are set to go public. RBC’s John Kolz, John Hoffman, and Jason Levitz met at this year’s RBC Capital Markets Global Healthcare Conference to discuss the latest indicators from investors and corporates.

]]>e065efe6-4306-4a86-9598-384cc115c6cdFri, 07 Jun 2024 09:00:00 -040016:15falsefull137371The Role of Sport in Supporting Youth Mental WellbeingThe Role of Sport in Supporting Youth Mental WellbeingIn recognition of Mental Health Awareness Month, Wil Snape-Rogers, Executive Director, and Danielle Hundt, Chief Program Officer, of Play Rugby USA, join Vito Sperduto to discuss how they are using the power of sport to help young people flourish—both mentally and physically.

]]>In recognition of Mental Health Awareness Month, Wil Snape-Rogers, Executive Director, and Danielle Hundt, Chief Program Officer, of Play Rugby USA, join Vito Sperduto to discuss how they are using the power of sport to help young people flourish—both mentally and physically.

]]>086cd61f-bc5d-4d56-92ce-b23cd3c6fd6dThu, 30 May 2024 09:00:00 -040026:36falsefull136361U.S. in Prime Position as Energy Sector Eyes New GrowthU.S. in Prime Position as Energy Sector Eyes New GrowthExternal forces are weighing heavily on energy markets in very different ways. While enforcement of merger competition rules puts strain on M&A deals, AI advances offer potential for both increased demand and business efficiencies. RBC Global Energy’s Nick Woodruff and Tim Perry consider the likely effects on the industry with host Vito Sperduto.

]]>External forces are weighing heavily on energy markets in very different ways. While enforcement of merger competition rules puts strain on M&A deals, AI advances offer potential for both increased demand and business efficiencies. RBC Global Energy’s Nick Woodruff and Tim Perry consider the likely effects on the industry with host Vito Sperduto.

]]>11a54f58-ac6b-4d27-82bb-2e82ec743f5cThu, 30 May 2024 09:00:00 -040026:18falsefull135351A ‘Goldilocks Era’ for Oil and Gas M&AA ‘Goldilocks Era’ for Oil and Gas M&AOil and gas markets have reached a low- or no-growth business model, yet recent months have produced a surge in M&A activity not seen for a generation. Tim Perry and Nick Woodruff, of RBC’s Global Energy team, join Vito Sperduto to take the temperature of the sector and analyze the current state of energy valuations.

]]>Oil and gas markets have reached a low- or no-growth business model, yet recent months have produced a surge in M&A activity not seen for a generation. Tim Perry and Nick Woodruff, of RBC’s Global Energy team, join Vito Sperduto to take the temperature of the sector and analyze the current state of energy valuations.

]]>d3588b9a-6045-4000-b7fc-e753f48e0b22Tue, 28 May 2024 09:00:00 -040022:46falsefull134341How private capital is reshaping Europe’s investment landscapeHow private capital is reshaping Europe’s investment landscapeJohn Kolz, Global Co-Head, Equity Capital Markets, Paul Betts, Managing Director, M&A, Europe and Beatrix Pratte-Ness, Associate, M&A, Europe, explore key themes shaping private placement transactions across Europe, and the interplay between private and public markets and M&A activity.

]]>John Kolz, Global Co-Head, Equity Capital Markets, Paul Betts, Managing Director, M&A, Europe and Beatrix Pratte-Ness, Associate, M&A, Europe, explore key themes shaping private placement transactions across Europe, and the interplay between private and public markets and M&A activity.

]]>64b51353-3f54-4014-9563-4b202b8be68cFri, 10 May 2024 09:00:00 -040014:56falsefull133331Insurance’s Resurgence and BDC CompetitionInsurance’s Resurgence and BDC CompetitionLate 2023 saw a pick-up in equity capital markets activity in financial services. Insurance and business development corporations show particular promise for 2024, while there is keen investor appetite for a pipeline of alternative asset managers set to go public. RBC’s J.T. Deignan, MD and Head of Real Estate and Financial Institutions Equity Capital Markets, and Neil Chawhan, MD, Insurance Investment Banking, take a look ahead.

]]>Late 2023 saw a pick-up in equity capital markets activity in financial services. Insurance and business development corporations show particular promise for 2024, while there is keen investor appetite for a pipeline of alternative asset managers set to go public. RBC’s J.T. Deignan, MD and Head of Real Estate and Financial Institutions Equity Capital Markets, and Neil Chawhan, MD, Insurance Investment Banking, take a look ahead.

]]>b67a3708-fd61-4f07-bdbe-2f436d3b19ceTue, 23 Apr 2024 09:00:00 -040015:38falsefull132321Tech's IPO ComebackTech's IPO ComebackAfter the tech IPO drought of 2023, what is the state of the market this year? Do software and AI companies have a path to go public? Jesse Chasse, MD and Head of Technology, Equity Capital Markets at RBC, joins Dan Nathan on the Okay, Computer podcast to analyze the prospects for a market revival.

]]>After the tech IPO drought of 2023, what is the state of the market this year? Do software and AI companies have a path to go public? Jesse Chasse, MD and Head of Technology, Equity Capital Markets at RBC, joins Dan Nathan on the Okay, Computer podcast to analyze the prospects for a market revival.

]]>802dbcc0-b0ac-41dd-b654-1881be728c39Wed, 10 Apr 2024 09:00:00 -040023:47falsefull131311Why investors see opportunity in 2024’s financial marketWhy investors see opportunity in 2024’s financial marketLooming elections are likely to be a barrier to M&A deal activity beyond September. But deal activity across non-banking areas of the sector remains robust, and attendees at RBC Capital Markets’ Financial Institutions Conference suggest a positive sentiment. Vinnie Badinehal, Head of Financial Institutions, and Jason Braunstein, Head of Financial Institutions M&A, assess the sector’s progress.

]]>Looming elections are likely to be a barrier to M&A deal activity beyond September. But deal activity across non-banking areas of the sector remains robust, and attendees at RBC Capital Markets’ Financial Institutions Conference suggest a positive sentiment. Vinnie Badinehal, Head of Financial Institutions, and Jason Braunstein, Head of Financial Institutions M&A, assess the sector’s progress.

]]>eb8a0269-3026-462c-8f15-d93ee4584c7dWed, 03 Apr 2024 09:00:00 -040022:15falsefull130301Resilient Finance Sector Looks to M&A UptickResilient Finance Sector Looks to M&A UptickWith fewer, more gradual interest rate cuts than expected now on the cards, what does the remainder of 2024 have in store for financial sector M&A? And how will the regulators’ evolving response to proposed deals affect the banks’ appetite? Vinnie Badinehal, Head of Financial Institutions, and Jason Braunstein, Head of Financial Institutions M&A, join to assess the sector’s mood.

]]>With fewer, more gradual interest rate cuts than expected now on the cards, what does the remainder of 2024 have in store for financial sector M&A? And how will the regulators’ evolving response to proposed deals affect the banks’ appetite? Vinnie Badinehal, Head of Financial Institutions, and Jason Braunstein, Head of Financial Institutions M&A, join to assess the sector’s mood.

]]>296ebca1-4bca-41f8-b74d-d6b7f2bb94f2Fri, 29 Mar 2024 09:00:00 -040027:21falsefull129291Where Will Retail Deals Get Made in 2024?Where Will Retail Deals Get Made in 2024?Consolidation may be the theme of 2024 for retail’s most fragmented sectors. But how will the regulatory atmosphere, the U.S. election and geopolitical tensions affect potential deals? Douglas Trauber, Global Head of Consumer and Retail, and Hugh Paisley, Co-Head, U.S. Consumer and Retail Investing, join to identify high-activity sectors and assess the external challenges retailers face.

]]>Consolidation may be the theme of 2024 for retail’s most fragmented sectors. But how will the regulatory atmosphere, the U.S. election and geopolitical tensions affect potential deals? Douglas Trauber, Global Head of Consumer and Retail, and Hugh Paisley, Co-Head, U.S. Consumer and Retail Investing, join to identify high-activity sectors and assess the external challenges retailers face.

]]>23c17477-b9e3-44e6-ae39-d1edd64cd54eMon, 12 Feb 2024 09:00:00 -040026:48falsefull128281Will the Rush for New Tech Trigger Retail M&A?Will the Rush for New Tech Trigger Retail M&A?With a soft economic landing more likely, consumers seem ready to spend. However, retailers need to find ways to provide better customer experiences while managing costs. As they seek to capture extra capabilities, not least in tech, does this herald a new wave of deals in the sector? Douglas Trauber, Global Head of Consumer and Retail, and Hugh Paisley, Co-Head, U.S. Consumer and Retail Investing, join to analyze how retailers can stay competitive in 2024.

]]>With a soft economic landing more likely, consumers seem ready to spend. However, retailers need to find ways to provide better customer experiences while managing costs. As they seek to capture extra capabilities, not least in tech, does this herald a new wave of deals in the sector? Douglas Trauber, Global Head of Consumer and Retail, and Hugh Paisley, Co-Head, U.S. Consumer and Retail Investing, join to analyze how retailers can stay competitive in 2024.

]]>8210180b-8920-4a3f-a543-980d03f84d58Mon, 12 Feb 2024 09:00:00 -040026:05falsefull127271Back to the Future for the 2024 Deal Landscape?Back to the Future for the 2024 Deal Landscape?Familiar fixtures are set to return to private equity M&A. Conventional financing is starting to look more attractive again; traditional sales are poised to return to the mix. Meanwhile, cyclical industrials are among the sectors well placed to lead the way in deal activity. John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.

]]>Familiar fixtures are set to return to private equity M&A. Conventional financing is starting to look more attractive again; traditional sales are poised to return to the mix. Meanwhile, cyclical industrials are among the sectors well placed to lead the way in deal activity. John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.

]]>b3ac45a3-559c-4446-b3bb-44d73ced54caTue, 23 Jan 2024 09:00:00 -040016:26falsefull126261Private Equity: Still Looking for Exit RoutesPrivate Equity: Still Looking for Exit RoutesPrivate equity assets have mounted to $3 trillion as sponsors maintain their grip. Will 2024 see a long-awaited surge of exits? What conditions do players need to trigger a revival of M&A and LBO activity? John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.

]]>Private equity assets have mounted to $3 trillion as sponsors maintain their grip. Will 2024 see a long-awaited surge of exits? What conditions do players need to trigger a revival of M&A and LBO activity? John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.

]]>0849795c-0a24-43f7-9802-439ae7c6ff6cTue, 23 Jan 2024 09:00:00 -040024:18falsefull125251ECM’s 2024 Rebound: Rebalancing the EquationECM’s 2024 Rebound: Rebalancing the EquationAfter a year of macro volatility, equity markets look set to rebound in 2024, with a return to micro fundamentals, a stronger breadth of transactions, and a new set of risks and rewards for investors and issuers to balance.

]]>After a year of macro volatility, equity markets look set to rebound in 2024, with a return to micro fundamentals, a stronger breadth of transactions, and a new set of risks and rewards for investors and issuers to balance.

]]>efa94b7a-8678-4f9a-bdc7-685efb9544e1Thu, 11 Jan 2024 08:45:00 -040029:56falsefull124241M&A’s 2024 Comeback: A Buyer’s Market?M&A’s 2024 Comeback: A Buyer’s Market?It’s taken longer than predicted, but a steady interest rate environment is laying the ground for an M&A recovery in North America and Europe. Revised expectations offer attractive opportunities for early buyers – just one of the ways in which events of the past few years will influence the shape of 2024’s deals.

]]>It’s taken longer than predicted, but a steady interest rate environment is laying the ground for an M&A recovery in North America and Europe. Revised expectations offer attractive opportunities for early buyers – just one of the ways in which events of the past few years will influence the shape of 2024’s deals.

]]>071d7f53-70e8-435d-8fd3-3dfd685ba922Fri, 29 Dec 2023 09:00:00 -040038:50falsefull123231U.S. Outlook: Will the US economy achieve a soft landing in 2024?U.S. Outlook: Will the US economy achieve a soft landing in 2024?As the U.S. economy shows positive signs for growth, inflation, and interest rates in 2024, RBC Capital Markets’ RBC Capital Markets’ Michael Reid, Blake Gwinn, Vito Sperduto and Larry Grafstein analyze the challenges posed by consumer spending, political gridlock, and quantitative tightening.

]]>As the U.S. economy shows positive signs for growth, inflation, and interest rates in 2024, RBC Capital Markets’ RBC Capital Markets’ Michael Reid, Blake Gwinn, Vito Sperduto and Larry Grafstein analyze the challenges posed by consumer spending, political gridlock, and quantitative tightening.

]]>253b4abd-69f5-43b0-a8ee-5f35b87f3083Thu, 07 Dec 2023 09:45:00 -040025:52falsefull122221Australian Outlook: Navigating Australia’s economic headwindsAustralian Outlook: Navigating Australia’s economic headwindsMacro Rates Strategist Robert Thompson analyzes Australia’s challenges such as softening growth, persistent inflation, and a weaker labor market heading into 2024, as well as examining key swing factors to monitor and what this all means for the RBA, bond market and investors.

]]>Macro Rates Strategist Robert Thompson analyzes Australia’s challenges such as softening growth, persistent inflation, and a weaker labor market heading into 2024, as well as examining key swing factors to monitor and what this all means for the RBA, bond market and investors.

]]>74430a8a-69b2-4c3c-a48c-fc010682f745Thu, 07 Dec 2023 09:45:00 -040008:27falsefull121211Canadian Outlook: A downturn is coming but, how tough will it get?Canadian Outlook: A downturn is coming but, how tough will it get?Growth is poor, labor is a concern, but inflation seems to have been punctured. Nathan Janzen, Assistant Chief Economist, Canada, examines what the economic signs herald for Canada’s future in 2024. 

]]>Growth is poor, labor is a concern, but inflation seems to have been punctured. Nathan Janzen, Assistant Chief Economist, Canada, examines what the economic signs herald for Canada’s future in 2024. 

]]>fa0a28b6-728a-4971-958e-3b6a54cda326Thu, 07 Dec 2023 09:45:00 -040012:44falsefull120201European Outlook: Can inflation be tamed as fast as markets hope?European Outlook: Can inflation be tamed as fast as markets hope?There are widespread expectations that UK and EU inflation will hit target levels in 2024 – yet many obstacles remain. Peter Schaffrik, Chief European Macro Strategist and Cathal Kennedy, UK Senior Economist analyze the inflationary outlook, prospects for European growth, and how the effects of interest rate rises are still playing out across the continent

]]>There are widespread expectations that UK and EU inflation will hit target levels in 2024 – yet many obstacles remain. Peter Schaffrik, Chief European Macro Strategist and Cathal Kennedy, UK Senior Economist analyze the inflationary outlook, prospects for European growth, and how the effects of interest rate rises are still playing out across the continent

]]>d0bb9484-f888-4fc2-89ee-87c594527f0fThu, 07 Dec 2023 09:45:00 -040013:01falsefull119191A Turning Point for Big M&A Deals: Antitrust Landscape EvolvesA Turning Point for Big M&A Deals: Antitrust Landscape EvolvesGoing into the next election, US regulators are more likely to double down than back off their focus on big M&A deals and they’re looking most closely at consumer-facing businesses. Vito Sperduto, Head of Global M&A, sat down with Andrew Lipman, Partner at Morgan Lewis at RBC’s Global Technology, Internet, Media and Telecommunications (TIMT) Conference to discuss how antitrust will continue to affect US regulation in our current environment.

]]>Going into the next election, US regulators are more likely to double down than back off their focus on big M&A deals and they’re looking most closely at consumer-facing businesses. Vito Sperduto, Head of Global M&A, sat down with Andrew Lipman, Partner at Morgan Lewis at RBC’s Global Technology, Internet, Media and Telecommunications (TIMT) Conference to discuss how antitrust will continue to affect US regulation in our current environment.

]]>a726c01b-38ad-46cb-9163-4517c5016cdfFri, 01 Dec 2023 09:00:00 -040018:28falsefull118181Balance is Key to Kick-starting the IPO MarketBalance is Key to Kick-starting the IPO MarketThe equity capital market is technically open. Some big IPOs have been delivered. Yet many investors and issuers still prefer to wait rather than act. What’s holding them back, and what are the prospects for the market getting back into full swing in 2024?

]]>The equity capital market is technically open. Some big IPOs have been delivered. Yet many investors and issuers still prefer to wait rather than act. What’s holding them back, and what are the prospects for the market getting back into full swing in 2024?

]]>42f4046e-8be0-47a9-8c93-79381fd57dddSun, 05 Nov 2023 09:00:00 -040026:15falsefull117171Remaining Resilient: M&A and IPO Activity Marches OnRemaining Resilient: M&A and IPO Activity Marches OnFrom geopolitical volatility to a looming election year, there’s hardly been a more important time to examine strategic alternatives. With M&A levels below average, but IPO volumes high — what might the next stretch look like for transactional activity? And how quickly will markets recover from potential disruption? 

]]>From geopolitical volatility to a looming election year, there’s hardly been a more important time to examine strategic alternatives. With M&A levels below average, but IPO volumes high — what might the next stretch look like for transactional activity? And how quickly will markets recover from potential disruption? 

]]>16e4163a-ded4-4f43-921f-df3528c68e29Sun, 05 Nov 2023 09:00:00 -040030:21falsefull116161How Construction Defied Every Gloomy PredictionHow Construction Defied Every Gloomy PredictionCorporate buyers currently have the edge when it comes to M&A opportunities in industrials. Yet customized deals may increasingly provide a way for private equity to bridge the bidding gap, suggests RBC Industrials specialist, Joshua Rosenbaum.

]]>Corporate buyers currently have the edge when it comes to M&A opportunities in industrials. Yet customized deals may increasingly provide a way for private equity to bridge the bidding gap, suggests RBC Industrials specialist, Joshua Rosenbaum.

]]>17caadbe-4d77-4de5-b3e8-8e57d6f34c6fFri, 06 Oct 2023 09:00:00 -040009:50falsefull115151Industrials Dealmaking Makes a ComebackIndustrials Dealmaking Makes a ComebackRecent deals in the industrial sector suggest an acclimatization to the new interest rate environment. What are the prospects for an unleashing of pent-up M&A demand, and how do labor and supply chain pressures skew that picture?

]]>Recent deals in the industrial sector suggest an acclimatization to the new interest rate environment. What are the prospects for an unleashing of pent-up M&A demand, and how do labor and supply chain pressures skew that picture?

]]>9c4de958-3a73-4f14-8e7e-48ac531bce13Fri, 06 Oct 2023 09:00:00 -040022:09falsefull114141Private Equity and Corporate Strategies Converge, Get CreativePrivate Equity and Corporate Strategies Converge, Get CreativeThere’s a growing trend in joint ventures between sponsors and corporates as boardrooms seek out Private Equity expertise and funding to get complex deals done. In this episode, we examine how clients are finding innovative paths to dealmaking and bolstering their businesses through M&A. Listen now.

]]>There’s a growing trend in joint ventures between sponsors and corporates as boardrooms seek out Private Equity expertise and funding to get complex deals done. In this episode, we examine how clients are finding innovative paths to dealmaking and bolstering their businesses through M&A. Listen now.

]]>85b1df25-0740-4174-b0c4-68af404f1ff2Fri, 18 Aug 2023 09:00:00 -040026:26falsefull113131Private Equity Readies for IPO Market ReopeningPrivate Equity Readies for IPO Market ReopeningA rebound in bank lending for H2 2023, steady interest rates, recent valuation corrections and lots of dry powder offer hope for an uptick in private equity deals and exit activity in the year ahead. Listen to the latest episode of Strategic Alternatives to learn more.

]]>A rebound in bank lending for H2 2023, steady interest rates, recent valuation corrections and lots of dry powder offer hope for an uptick in private equity deals and exit activity in the year ahead. Listen to the latest episode of Strategic Alternatives to learn more.

]]>d0cb6d48-0e51-475f-94e3-042255e5fc2aFri, 18 Aug 2023 09:00:00 -040025:54falsefull112121Sophistication, strength and sound structure; M&A in 2023Sophistication, strength and sound structure; M&A in 2023With greater regulatory clarity, some transactions are becoming easier and less costly to execute, while challenging macro conditions call for sound strategy and niche structures to unlock deals.

]]>With greater regulatory clarity, some transactions are becoming easier and less costly to execute, while challenging macro conditions call for sound strategy and niche structures to unlock deals.

]]>5884eaee-2200-4c52-933d-e7dbbf068b5eThu, 10 Aug 2023 09:00:00 -040023:50falsefull111111How does the end of ‘free capital’ impact deal structure?How does the end of ‘free capital’ impact deal structure?M&A transactions have fallen 30-45% year-on-year. But while the era of “free capital” may be over, sophisticated structures and a return of CEO confidence should lead to more deals in H2 2023.

]]>M&A transactions have fallen 30-45% year-on-year. But while the era of “free capital” may be over, sophisticated structures and a return of CEO confidence should lead to more deals in H2 2023.

]]>f9e7a3a3-9d49-46c7-b280-4fd5dd988c53Thu, 10 Aug 2023 09:00:00 -040027:20falsefull110101Get Ready for ‘Fast and Furious’ Healthcare M&AGet Ready for ‘Fast and Furious’ Healthcare M&AA tightened regulatory environment is shifting firms away from large cap mergers towards smaller deals. But with over a trillion dollars on balance sheets, activity is set to pick up pace in the second half of 2023 as firms aggressively chase M&A opportunities.

]]>A tightened regulatory environment is shifting firms away from large cap mergers towards smaller deals. But with over a trillion dollars on balance sheets, activity is set to pick up pace in the second half of 2023 as firms aggressively chase M&A opportunities.

]]>fd0a39ad-ef31-4453-a393-03fde0ad40bdMon, 22 May 2023 09:00:00 -040025:31falsefull1991Scaling Healthcare Growth and Innovation Through M&AScaling Healthcare Growth and Innovation Through M&AFrom innovation to disruption, this fast-moving sector is set for more twists and turns, as an upcoming wave of M&A activity appears on the horizon. As players of all sizes navigate today’s macroeconomic context, how will companies approach their next deal decisions this year? What is the outlook for healthcare M&A in 2023?

]]>From innovation to disruption, this fast-moving sector is set for more twists and turns, as an upcoming wave of M&A activity appears on the horizon. As players of all sizes navigate today’s macroeconomic context, how will companies approach their next deal decisions this year? What is the outlook for healthcare M&A in 2023?

]]>7f16ca8f-3c56-4166-b768-641417405ebaFri, 19 May 2023 09:00:00 -040024:49falsefull1881Beyond the Headlines: The Potential of Crypto TechnologyBeyond the Headlines: The Potential of Crypto TechnologyWhat are the prospects for cryptocurrency M&A? Crypto challenges aside, blockchain technology has become an attractive and unexpected M&A target. As blockchain infrastructure companies continue to mature, learn how regulation and technology adoption will have an impact on deal activity this year.

]]>What are the prospects for cryptocurrency M&A? Crypto challenges aside, blockchain technology has become an attractive and unexpected M&A target. As blockchain infrastructure companies continue to mature, learn how regulation and technology adoption will have an impact on deal activity this year.

]]>0b367f94-4a2b-4f69-b62e-9db9d64381bfMon, 13 Feb 2023 09:00:00 -040017:04falsefull1771Is Tech Ready to Transact?Is Tech Ready to Transact?History tells us that bold moves during times of turbulence tend to win, and today’s market is ripe with opportunity. Many tech players are cash rich and ready to transact. Meanwhile, well capitalized corporates and private equity firms are also looking to M&A. Who will win in today’s tough environment?

]]>History tells us that bold moves during times of turbulence tend to win, and today’s market is ripe with opportunity. Many tech players are cash rich and ready to transact. Meanwhile, well capitalized corporates and private equity firms are also looking to M&A. Who will win in today’s tough environment?

]]>cf217e1e-ae20-4757-8c98-e34e1dd6a511Fri, 10 Feb 2023 09:00:00 -040025:00falsefull1661Regulation and Activism On The RiseRegulation and Activism On The RiseThe regulatory and activism lens is widening across a bigger range of deals, dealmakers, and across a wider spectrum of industries. Discover how the year ahead will see major shifts in how regulators evaluate M&A transactions in RBC’s Global Market Outlook, with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

]]>The regulatory and activism lens is widening across a bigger range of deals, dealmakers, and across a wider spectrum of industries. Discover how the year ahead will see major shifts in how regulators evaluate M&A transactions in RBC’s Global Market Outlook, with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

]]>0f6eb610-2ac0-43fb-bf08-772ef470bd9cTue, 10 Jan 2023 09:00:00 -040024:16falsefull1551Navigating the New NormalNavigating the New Normal2023 will bring a ‘new normal’, making it an opportune time for dealmakers to redefine their M&A playbook as transactions become more complex, scrutinized and specialized. Learn how the architecture of a transaction and the fundamentals of deal execution will be more important than ever in RBC’s Global Market Outlook, with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

]]>2023 will bring a ‘new normal’, making it an opportune time for dealmakers to redefine their M&A playbook as transactions become more complex, scrutinized and specialized. Learn how the architecture of a transaction and the fundamentals of deal execution will be more important than ever in RBC’s Global Market Outlook, with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

]]>3492e99f-cd98-496f-8555-ae2fc157b07bMon, 09 Jan 2023 09:00:00 -040017:26falsefull1441Dealmaking In Disrupted TimesDealmaking In Disrupted TimesIn almost every corner of the globe, rising macro and market volatility has increased the complexity and cost of M&A. Can dealmakers find new ways to create value in 2023? Find out in RBC’s Global Market Outlook with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

]]>In almost every corner of the globe, rising macro and market volatility has increased the complexity and cost of M&A. Can dealmakers find new ways to create value in 2023? Find out in RBC’s Global Market Outlook with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

]]>6b37232f-7b23-4694-83af-2f570b2f6d20Sat, 07 Jan 2023 09:00:00 -040013:45falsefull1331Macro M&A UpdateMacro M&A UpdateKey points:

  • Boardroom confidence has dipped due to macro uncertainty, but corporates are still poised for M&A action.
  • 2022 activity has dropped below the highs of 2021, but remains strong compared to pre-pandemic levels.
  • Slower economic growth, geopolitics and company actions to diversify supply chains are key factors feeding a trend toward more domestic M&A activity.
  • Higher interest rates require a financing reset, but many corporates are armed with strong balance sheets.

]]>Key points:

  • Boardroom confidence has dipped due to macro uncertainty, but corporates are still poised for M&A action.
  • 2022 activity has dropped below the highs of 2021, but remains strong compared to pre-pandemic levels.
  • Slower economic growth, geopolitics and company actions to diversify supply chains are key factors feeding a trend toward more domestic M&A activity.
  • Higher interest rates require a financing reset, but many corporates are armed with strong balance sheets.

]]>5a547f89-7c61-4a62-b6d2-87ca4d368d4bWed, 19 Oct 2022 09:00:00 -040023:27falsefull1111How Do You Price Goodwill?How Do You Price Goodwill?Hear the discussion on how public policy factors into current deals.

Key points:

  • Increasing antitrust scrutiny is extending M&A deal timelines and heightening the need to focus on certainty of closure.
  • A lag in valuations means smaller tech companies are turning to big tech buyers, though these are the deals under closest scrutiny.
  • Private equity is well positioned financially but deals in this space should also increasingly come under the regulatory microscope.
  • Shareholder activism has returned after a pandemic lull; companies with a sound, articulated strategy are best placed to handle this well.

]]>Hear the discussion on how public policy factors into current deals.

Key points:

  • Increasing antitrust scrutiny is extending M&A deal timelines and heightening the need to focus on certainty of closure.
  • A lag in valuations means smaller tech companies are turning to big tech buyers, though these are the deals under closest scrutiny.
  • Private equity is well positioned financially but deals in this space should also increasingly come under the regulatory microscope.
  • Shareholder activism has returned after a pandemic lull; companies with a sound, articulated strategy are best placed to handle this well.

]]>24a02fb6-08e6-4f7d-9f33-be0bc91aeee1Wed, 19 Oct 2022 09:00:00 -040027:12falsefull22