Market signals for 2026: AI, credit, and the consumer crossroads
25 Nov 2025
Contributed by Lukas
AI momentum is converging with rising credit stress, softening consumer trends, and a pivotal Decemb...
AI will not kill software – but vendors must pivot to survive
14 Nov 2025
Contributed by Lukas
The prevailing bear case suggests AI's rapid rise is eclipsing traditional software growth. New rese...
Can hedge funds sustain record growth in a high-risk market?
28 Oct 2025
Contributed by Lukas
Hedge fund assets now surpass $5 trillion. But in a risk-laden market, what will be the impact of ma...
While equities soar to record peaks, investors plan ahead
28 Oct 2025
Contributed by Lukas
Earnings sentiment is fading and there’s widespread recognition that the current stretched valuati...
Energy insights: awakening the northern giant
03 Oct 2025
Contributed by Lukas
In this episode, RBC's Graeme Pearson, Co-Head of Global Research, joins Greg Pardy, Head of Global ...
Charting momentum in Industrials M&A
26 Sep 2025
Contributed by Lukas
Across the industrials space, M&A activity ranges from ‘challenging yet steady’ to highly ro...
Five disruptors reshaping the U.S. economy
16 Sep 2025
Contributed by Lukas
Vito Sperduto, Head of RBC Capital Markets, U.S., sat down with RBC Chief Economist Frances Donald, ...
EQT's innovation is transforming natural gas investment
31 Jul 2025
Contributed by Lukas
Natural gas markets are experiencing structural shifts as demand from power generation and data cent...
What private credit newcomers signal for the market
17 Jun 2025
Contributed by Lukas
Insurance companies and pension plans are playing a bigger role in private credit, with new products...
The expanding reach of private credit
17 Jun 2025
Contributed by Lukas
Private credit has outpaced growth expectations in recent years — but where is it headed next? In ...
Healthcare trends indicate growing activity despite macro headwinds
06 Jun 2025
Contributed by Lukas
David Levin, Interim Global Head of Healthcare Investment Banking and Co-Head of U.S. M&A, Ahmed...
The need for innovative financing solutions in digital infrastructure
28 May 2025
Contributed by Lukas
Marcos Torres, Global Head of Media, Communications and Entertainment, sat down with fellow RBC Capi...
Canada - An Energy Powerhouse
16 May 2025
Contributed by Lukas
In this episode, RBC Capital Markets' Co-Head of Global Research Graeme Pearson and Greg Pardy, Head...
Navigating trade and tariffs: Impacts on global growth
24 Apr 2025
Contributed by Lukas
U.S. tariffs are on pause for 90 days, but sizeable 10% tariffs imposed on most countries on April 5...
Securing the future of an underserved group: Middle-income America
22 Apr 2025
Contributed by Lukas
Boomers are turning 65 in big numbers, and starting to think seriously about their financial future....
Trump’s policies: Reshaping the defense landscape
10 Apr 2025
Contributed by Lukas
In this episode we’ll join Janet Wilkinson, Managing Director and Head of Global Markets Flow Sale...
Capital raising in 2025: Opportunity in volatility
01 Apr 2025
Contributed by Lukas
When headlines can tilt the capital markets from one day to the next, how can issuers, corporates, s...
Predictions for a volatile geopolitical year ahead
20 Mar 2025
Contributed by Lukas
2025 is set to be one of the most volatile geopolitical years in many of our lifetimes. The overwhel...
Global Banks Outlook 2025: Bigger dividends, more stock buybacks
26 Feb 2025
Contributed by Lukas
Banks enjoyed strong earnings and wielded big balance sheets in 2024, but can the momentum last anot...
Global Energy Transition Outlook: AI, interest rates and policy reversals
21 Feb 2025
Contributed by Lukas
The global energy transition may be buffeted by political winds, but its progress is unstoppable. Wi...
The forces behind the momentum in asset-backed securities
20 Feb 2025
Contributed by Lukas
The ABS market has evolved, expanding into new and non-traditional asset classes while attracting a ...
Global Financial Sponsors Hot Button Topics and Trends
10 Feb 2025
Contributed by Lukas
Sponsor-backed deals are recovering steadily rather than spectacularly, but 2025 offers strong signs...
Navigating the Impact of U.S. Tariffs on Canada
05 Feb 2025
Contributed by Lukas
After tariffs were delayed, RBC’s Chief Economist Frances Donald spoke with Ram Amarnath, Co-Head ...
Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves
24 Dec 2024
Contributed by Lukas
In this episode, Lori Calvasina, Head of US Equity Strategy, is joined by two of her macro partners ...
2025 Outlook: Europe’s economies brace for more political upheaval
20 Dec 2024
Contributed by Lukas
Recession looks avoidable for Europe in 2025, but significant growth is still elusive. This episode ...
Will Australia’s Consumers Rally in 2025?
20 Dec 2024
Contributed by Lukas
Australia’s hopes for some strengthening in growth in 2025 rest on a pickup in household spending ...
Which policies will impact the U.S. economy in 2025?
10 Dec 2024
Contributed by Lukas
2025 will see the U.S. economy diverge even further from other developed nations, in ways that begin...
Productivity and affordability: Canada’s top challenges in 2025
09 Dec 2024
Contributed by Lukas
Canada enters 2025 facing huge uncertainties at home and abroad. But one thing seems clear: it is se...
2025 Global M&A Outlook: Confidence meets caution
06 Dec 2024
Contributed by Lukas
Lighter regulation under the next U.S. administration may make dealmaking simpler, at least in some ...
From IPOs to M&A: Shifting strategies at RBC’s 2024 TIMT Conference
03 Dec 2024
Contributed by Lukas
At RBC’s 2024 Global Technology, Internet, Media, and Telecom (TIMT) Conference, equity capital ma...
2025 Outlook: Macro, Monetary Policy & Rates
29 Nov 2024
Contributed by Lukas
In 2025, Fixed income returns across the world will depend partly on the continuing resilience of th...
The first cut is the deepest
08 Nov 2024
Contributed by Lukas
At RBC's Global Industrials conference in Las Vegas, Vito Sperduto, Head of RBC Capital Markets U.S....
Industrial Deal-Making: What a Difference a Year Makes
18 Oct 2024
Contributed by Lukas
Last autumn the Industrials M&A landscape was subdued at best. This year the mood at RBC’s Glo...
Insights from a Wall Street Legend: An Exclusive Interview with Larry Grafstein
16 Oct 2024
Contributed by Lukas
With over $1 trillion in transactions under his belt, Larry Grafstein, Deputy Chairman, Global Inves...
Bond markets accelerate but volatility ahead?
09 Oct 2024
Contributed by Lukas
As U.S. issuances surge and redemptions from the low-rate era come due, the debt markets are in a dy...
What trends are shaping debt capital markets?
26 Sep 2024
Contributed by Lukas
Despite uncertainty around elections in Europe and the U.S., issuers have accelerated their funding ...
Investors Eye Canadian Energy as Game-Changing Projects Go Live
19 Sep 2024
Contributed by Lukas
The Trans Mountain Pipeline is up and running; the LNG Canada export facility is gearing up. The pro...
Why U.S. Banks Are Set for Strong Performance
17 Sep 2024
Contributed by Lukas
In a shifting financial landscape, banks are emerging as compelling value investments, driven by mod...
Fintechs’ Reasons to Look on the Bright Side
29 Aug 2024
Contributed by Lukas
Covid put paid to the notion of fintech as a secular growth market, yet the sector continues to evol...
Bringing Private Investment to Energy Transition Innovation
31 Jul 2024
Contributed by Lukas
Private capital is critical to energy transition efforts, but much of it to date has been channeled ...
How to Invest in The Post-Pandemic Era
08 Jul 2024
Contributed by Lukas
On this episode of Strategic Alternatives, we share a rebroadcast of the Meb Faber Show podcast epis...
Under the Hood of Today’s Volatility and Options Markets
08 Jul 2024
Contributed by Lukas
On this episode of Strategic Alternatives, we share a rebroadcast of an iCapital Beyond 60/40 podcas...
How to Build and Sell a Biotech in 2024
08 Jul 2024
Contributed by Lukas
With a combined deal value of $29bn under their belts this year, four CEOs reflect on what they’ve...
Energy M&A: A Game of Chess
28 Jun 2024
Contributed by Lukas
RBC Global Energy’s Nick Woodruff and Tim Perry discuss the trends shaping the landscape of commod...
Healthcare Equities Outlook: Opportunities for Outperformance
07 Jun 2024
Contributed by Lukas
This year has seen a pick-up in equity activity across healthcare, with a wider range of firms showi...
The Role of Sport in Supporting Youth Mental Wellbeing
30 May 2024
Contributed by Lukas
In recognition of Mental Health Awareness Month, Wil Snape-Rogers, Executive Director, and Danielle ...
U.S. in Prime Position as Energy Sector Eyes New Growth
30 May 2024
Contributed by Lukas
External forces are weighing heavily on energy markets in very different ways. While enforcement of ...
A ‘Goldilocks Era’ for Oil and Gas M&A
28 May 2024
Contributed by Lukas
Oil and gas markets have reached a low- or no-growth business model, yet recent months have produced...
How private capital is reshaping Europe’s investment landscape
10 May 2024
Contributed by Lukas
John Kolz, Global Co-Head, Equity Capital Markets, Paul Betts, Managing Director, M&A, Europe an...
Insurance’s Resurgence and BDC Competition
23 Apr 2024
Contributed by Lukas
Late 2023 saw a pick-up in equity capital markets activity in financial services. Insurance and busi...
Tech's IPO Comeback
10 Apr 2024
Contributed by Lukas
After the tech IPO drought of 2023, what is the state of the market this year? Do software and AI co...
Why investors see opportunity in 2024’s financial market
03 Apr 2024
Contributed by Lukas
Looming elections are likely to be a barrier to M&A deal activity beyond September. But deal act...
Resilient Finance Sector Looks to M&A Uptick
29 Mar 2024
Contributed by Lukas
With fewer, more gradual interest rate cuts than expected now on the cards, what does the remainder ...
Where Will Retail Deals Get Made in 2024?
12 Feb 2024
Contributed by Lukas
Consolidation may be the theme of 2024 for retail’s most fragmented sectors. But how will the regu...
Will the Rush for New Tech Trigger Retail M&A?
12 Feb 2024
Contributed by Lukas
With a soft economic landing more likely, consumers seem ready to spend. However, retailers need to ...
Back to the Future for the 2024 Deal Landscape?
23 Jan 2024
Contributed by Lukas
Familiar fixtures are set to return to private equity M&A. Conventional financing is starting to...
Private Equity: Still Looking for Exit Routes
23 Jan 2024
Contributed by Lukas
Private equity assets have mounted to $3 trillion as sponsors maintain their grip. Will 2024 see a l...
ECM’s 2024 Rebound: Rebalancing the Equation
11 Jan 2024
Contributed by Lukas
After a year of macro volatility, equity markets look set to rebound in 2024, with a return to micro...
M&A’s 2024 Comeback: A Buyer’s Market?
29 Dec 2023
Contributed by Lukas
It’s taken longer than predicted, but a steady interest rate environment is laying the ground for ...
Australian Outlook: Navigating Australia’s economic headwinds
07 Dec 2023
Contributed by Lukas
Macro Rates Strategist Robert Thompson analyzes Australia’s challenges such as softening growth, p...
Canadian Outlook: A downturn is coming but, how tough will it get?
07 Dec 2023
Contributed by Lukas
Growth is poor, labor is a concern, but inflation seems to have been punctured. Nathan Janzen, Assis...
U.S. Outlook: Will the US economy achieve a soft landing in 2024?
07 Dec 2023
Contributed by Lukas
As the U.S. economy shows positive signs for growth, inflation, and interest rates in 2024, RBC Capi...
European Outlook: Can inflation be tamed as fast as markets hope?
07 Dec 2023
Contributed by Lukas
There are widespread expectations that UK and EU inflation will hit target levels in 2024 – yet ma...
A Turning Point for Big M&A Deals: Antitrust Landscape Evolves
01 Dec 2023
Contributed by Lukas
Going into the next election, US regulators are more likely to double down than back off their focus...
Balance is Key to Kick-starting the IPO Market
05 Nov 2023
Contributed by Lukas
The equity capital market is technically open. Some big IPOs have been delivered. Yet many investors...
Remaining Resilient: M&A and IPO Activity Marches On
05 Nov 2023
Contributed by Lukas
From geopolitical volatility to a looming election year, there’s hardly been a more important time...
How Construction Defied Every Gloomy Prediction
06 Oct 2023
Contributed by Lukas
Corporate buyers currently have the edge when it comes to M&A opportunities in industrials. Yet ...
Industrials Dealmaking Makes a Comeback
06 Oct 2023
Contributed by Lukas
Recent deals in the industrial sector suggest an acclimatization to the new interest rate environmen...
Private Equity and Corporate Strategies Converge, Get Creative
18 Aug 2023
Contributed by Lukas
There’s a growing trend in joint ventures between sponsors and corporates as boardrooms seek out P...
Private Equity Readies for IPO Market Reopening
18 Aug 2023
Contributed by Lukas
A rebound in bank lending for H2 2023, steady interest rates, recent valuation corrections and lots ...
How does the end of ‘free capital’ impact deal structure?
10 Aug 2023
Contributed by Lukas
M&A transactions have fallen 30-45% year-on-year. But while the era of “free capital” may be...
Sophistication, strength and sound structure; M&A in 2023
10 Aug 2023
Contributed by Lukas
With greater regulatory clarity, some transactions are becoming easier and less costly to execute, w...
Get Ready for ‘Fast and Furious’ Healthcare M&A
22 May 2023
Contributed by Lukas
A tightened regulatory environment is shifting firms away from large cap mergers towards smaller dea...
Scaling Healthcare Growth and Innovation Through M&A
19 May 2023
Contributed by Lukas
From innovation to disruption, this fast-moving sector is set for more twists and turns, as an upcom...
Beyond the Headlines: The Potential of Crypto Technology
13 Feb 2023
Contributed by Lukas
What are the prospects for cryptocurrency M&A? Crypto challenges aside, blockchain technology ha...
Is Tech Ready to Transact?
10 Feb 2023
Contributed by Lukas
History tells us that bold moves during times of turbulence tend to win, and today’s market is rip...
Regulation and Activism On The Rise
10 Jan 2023
Contributed by Lukas
The regulatory and activism lens is widening across a bigger range of deals, dealmakers, and across ...
Navigating the New Normal
09 Jan 2023
Contributed by Lukas
2023 will bring a ‘new normal’, making it an opportune time for dealmakers to redefine their M&a...
Dealmaking In Disrupted Times
07 Jan 2023
Contributed by Lukas
In almost every corner of the globe, rising macro and market volatility has increased the complexity...
Macro M&A Update
19 Oct 2022
Contributed by Lukas
Key points:Boardroom confidence has dipped due to macro uncertainty, but corporates are still poised...
How Do You Price Goodwill?
19 Oct 2022
Contributed by Lukas
Hear the discussion on how public policy factors into current deals.Key points:Increasing antitrust ...