Strategic Alternatives

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.

Chip Wadsworth, Head of Technology, Media, Telecom, Equity Capital Markets at RBC Capital Markets, and Nanda Kamat, Global Head of Project Finance, dive into the innovative financing solutions that are reshaping digital infrastructure. They discuss the shift from traditional real estate financing to project finance and how tech giants drive investment in AI and cloud technologies. The duo emphasizes the need for tailored financial strategies amidst rising rates and geopolitical challenges, highlighting the importance of strong partnerships in navigating this evolving landscape.

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?

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.

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

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.

Rob McCormack, Global Head of Debt Capital Markets, John Kolz, Global Co-Head of Equity Capital Markets, and John Cokinos, Global Head of Leveraged Finance at RBC Capital Markets, dive into the tumultuous world of capital markets. They explore strategies for navigating the volatility of 2025, from the shifting dynamics in private equity and IPOs to the trends in cross-border financing. The trio discusses how geopolitical factors shape capital allocation, and highlights the growing role of private credit and the need for agile, flexible financing solutions.

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.

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.

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.