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

May 25, 2018

Protectionism is Back in Play

Financial markets are in a state of disruption, impacted at both a macro-economic and company level. Among these disruptions, protectionism has been a particularly central force, with some countries trying to deepen international trade while others undermine it. RBC Wealth Management took a closer look at these unfolding conditions and what this could mean for tariffs and the US dollar.

May 22, 2018

Part 4 - What Lies Ahead: What Does the Next Oil Cycle Look Like?

The oil sector is at a crossroads. Since the downturn, state-owned oil companies have gained a larger role: they accounted for nearly half of total global upstream investment last year. Electric vehicle growth, the rise of renewable energy and the resulting fight for capital all make the nature of the next oil cycle uncertain.

May 15, 2018

Lori Calvasina Says Investors Have Been Skittish

Lori Calvasina, Head of U.S. Equity Strategy, joined Bloomberg to discuss her read on first quarter earnings as well as the retail and energy sectors.

May 15, 2018

The George Davis Report: May 2018 Edition

Don’t miss this month’s edition of The George Davis Report – where George discusses our revised forecast profile for the Canadian dollar and looks at the underlying factors behind the Bank of Canada’s cautious tone.

May 15, 2018

UK Equities Upgrade: Undervalued and Under the Radar

The entrenched pessimism towards UK equities has created an intriguing value case. Frédérique Carrier, Managing Director and Head of Investment Strategy discusses why investors shouldn’t overlook the opportunities in this market.

May 9, 2018

How Will Iran Deal Exit Impact Oil Prices?

Helima Croft, our Global Head of Commodity Strategy, joined CNBC today to talk about the impact of the Iran deal exit on oil prices and regional stakeholders.

May 9, 2018

RBC CEO Dave McKay: The Blockchain Technology and Its Potential for the Banking Industry

In this video, RBC CEO Dave McKay discusses the potential of blockchain technology to enable a whole new business model through decentralized record-keeping systems and outlines how RBC is experimenting with this new technology.

May 9, 2018

RBC CEO Dave McKay: Artificial Intelligence and its Potential for the Banking Industry

What is the new value proposition banks can provide to clients? RBC CEO Dave McKay discusses the transformational power of artificial intelligence and why all companies, including RBC, need to focus on taking “data into knowledge into value” to create real value for their customers in order to succeed.

May 9, 2018

RBC CEO Dave McKay: The Transformational Impact of Technology on the Banking Industry

At RBC Capital Markets’ 2018 Financial Institutions Conference, Royal Bank of Canada CEO Dave McKay discussed how technology is transforming the relationship between banks and their clients.

May 2, 2018

Dave McKay and Helima Croft at Milken Institute’s Global Conference

This year marks Milken Institute’s 21st Global Conference, where leaders in business, government, technology, philanthropy, academia, and media come together and examine some of the world’s biggest challenges to find solutions collaboratively.

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