Strategic Alternatives

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.

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.

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.

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.

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.

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.

Exploring private capital trends in Europe, the guests discuss the interplay between private and public markets, M&A activity, and global private credit markets. They offer essential advice for capital raising in 2024 and highlight the growth of energy transition investments and tailored private capital solutions across industries.

RBC's J.T. Deignan and Neil Chawhan discuss the resurgence of insurance and BDCs in equity capital markets. They explore insurance pricing trends, IPOs, management competence, balance sheet strength, private credit influence, and the growth in IPO activities for alternative asset managers.