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, 2018

Outlook for Investing in the Australian Gold Sector

Paul Hissey, Director, Global Mining Research, comments from the Denver Gold Forum on the outlook for investing in the Australian gold sector. Paul provides insights on the upside for gold exploration and valuable capital commitment over the medium term.

October 17, 2018

The New North American Trade Agreement

From a high level, all three countries (the US, Mexico and Canada) win in this deal. Eric Lascelles, Chief Economist at RBC Global Asset Management, takes a look at some of the key elements that have changed. This article was originally published by RBC Wealth Management.

October 16, 2018

Dave McKay on the State of Markets Today

Dave McKay, President and CEO of RBC, joined CNBC to discuss the recent equity markets correction, the importance of the new NAFTA deal and the value of being a principles-first business.

October 12, 2018

Takeaways From Point of View ‘18

Trade wars, cyber wars and spy wars: How do you like 2018 so far?

October 11, 2018

The George Davis Report: October 2018 Edition

Don’t miss this month’s edition of The George Davis Report – where George discusses the impact of the USMCA trade agreement on the Canadian dollar forecast.

October 10, 2018

Risk Is to the High Side for Oil Prices

Michael Tran, Managing Director, Global Energy Strategy at RBC Capital Market discusses oil supplies, demand and his outlook for the market given the political landscape.

October 8, 2018

Geopolitics of Energy: Mind the Gap

Our Commodity Strategy team, led by Helima Croft, has long contended that given the oil market’s fundamentals, any potential geopolitically-driven supply disruption would have an outsized impact versus recent years when the market was awash in crude.

September 25, 2018

As the Brexit Clock Ticks Down, What Now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment?

September 20, 2018

'Cracks Starting to Emerge' for Semis on Trade Tensions

Lori Calvasina, our Head of U.S. Equity Strategy, joined CNBC to discuss the impact of the latest round of U.S.-China tariffs on the tech sector.

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