Thought Leadership

Get the latest views on timely issues and events from our economists and market experts. With over 300 researchers, strategists and economists, we bring clients a unique vantage point on today’s capital markets and global economies. With both broad- based and in-depth experience, our global team partners with external experts to publish thought leadership pieces dealing with some of the most pressing and impactful issues of the day.

Recent Articles

October 18, 2019

Oil Strategy – Redefining the Supply Risk Premium

Managing Director and Global Energy Strategist, Michael Tran believes that it may be premature for participants to suggest that the market no longer needs a risk premium, particularly if geopolitical ...

October 18, 2019

'Huge Fears' about demand

The next significant meeting of OPEC and non-OPEC producers will take place later this year. According to Helima Croft, prices are nowhere where the producers want at this point and the real question ...

October 15, 2019

The George Davis Report: October 2019 Edition

A monthly video series on the trajectory of the Canadian dollar

October 10, 2019

Six Takeaways from RBC’s Global Industrials Conference

At the 2019 RBC Global Industrials Conference, approximately 150 company representatives and 130 institutional investors gathered to discuss the global industrials sector. Despite a high level of pess...

October 3, 2019

What the 2019 Blockbuster Tech Exits Mean for the Sector

The recent spate of high profile exits, along with Shopify’s ongoing success, signal something bigger unfolding: a thriving ecosystem that is giving tech companies more options for growth and scaling....

October 3, 2019

Gold Strategy: Fear factor - Quantifying Trump's Twitter Effect

With gold prices having reached their highest levels since 2013 in September, Christopher Louney, Commodity Strategist at RBC Capital Markets, maps out the impact of the proliferation of risk in the m...

October 2, 2019

2019 Australian Semi Update – Staying long, switching to AAA

We ratchet tighter our expected Australian semi-bond and semi-swap bond trading ranges for the remainder of 2019 and recommend staying moderately overweight the sector.

September 30, 2019

The Media Consolidation Wave

Media is merging – and on a colossal scale. Marcos Torres, Head of U.S. Communications, Media & Entertainment Investment Banking, outlines what’s driving this rapid transformation, from the confluence...

September 26, 2019

Inching closer to Australian QE

The probability of Australia undertaking QE measures is at least at 30% over the next three years, however, we don’t think it will happen in the next 12 months

September 20, 2019

Iran Crisis - Far From Over

Helima Croft recently returned from the Middle East, where she attended the 24th World Energy Congress and OPEC’s Joint Ministerial Monitoring Committee Meeting. Whilst at OPEC, Helima interviewed HRH...

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