Strategic Alternatives

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.

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.

Gerard Cassidy, Co-Head of Global Financials Research, breaks down the impressive potential of U.S. banks as value investments amidst modest GDP growth and expected Fed rate cuts. He discusses the improved credit quality and shifting investor focus towards profitability. Cassidy also tackles upcoming M&A opportunities, regulatory impacts, and the evolving role of AI in banking. His insights present a compelling outlook on the banking sector's future, highlighting promising opportunities for investors eager to navigate this evolving landscape.

Dan Perlin, a fintech analyst, discusses the sector's evolution and diversification post-pandemic. He highlights a surprising optimism at RBC’s fintech conference, suggesting that a potential consumer dip could benefit the industry. The conversation also delves into the impact of generative AI on financial services and how companies are strategically shifting from cost-cutting to growth-driven mergers and acquisitions. Perlin emphasizes the importance of adapting to new market dynamics to thrive in this transformative landscape.

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.

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.

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.

CEOs who sold biotechs worth $29bn share insights on M&A. They discuss building strong organizations, understanding value, navigating FTC regulations, analyzing legal principles, and strategic considerations for biotech M&A in 2024.

RBC Global Energy's Nick Woodruff and Tim Perry discuss key trends post-EPIC, like bullish sentiments in commodities and AI-driven demand. They delve into M&A consolidation impact, challenges faced by companies, AI integration in the energy sector, economic sentiment, regulatory scrutiny, and geopolitical risks in the Middle East oil markets.

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.