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

February 15, 2019

What’s Keeping Us Stuck in Energy Transition Limbo?

Two roads diverged in a wood, but in this tale no one agreed on which one to take. John Stackhouse, RBC Senior Vice President of the Office of the CEO, offers his five takeaways from the World Economic Forum in Davos around the current state of energy, and the transition challenges ahead.

February 13, 2019

The George Davis Report: February 2019 Edition

Don’t miss this month’s edition of The George Davis Report – where George revises his forecast for the Canadian dollar and explains why the Bank of Canada will most likely delay pending interest rate hikes into the second and third quarter of 2019.

February 12, 2019

Happy New Year? 2019 Will Put Canada’s Economy to the Test

In their Navigating 2019 report, RBC Economics explores the bigger trends that may shape the year and beyond. John Stackhouse, RBC Senior Vice President of the Office of the CEO, offers a few takeaways from the report.

February 4, 2019

Rising Appetite for Sustainable Investing

Is the buzz around ESG investing justified? Lindsay Patrick, our Head of Sustainable Finance, discusses the rising investor appetite for sustainable investing - evaluating both passive and active options and the implications for companies as ESG index investing grows.

February 4, 2019

Mark Mahaney on 2019 Internet Trends

Mark Mahaney, Lead Technology Analyst, RBC Capital Markets provides his take on 2019 internet trends, including commercialization of autonomous vehicles, roll-out of the 5G wireless network, long-term AI and artificial intelligence investment and the mainstay cloud computing.

February 1, 2019

Oil Strategy: Venezuela - The Fundamental Manual

In light of US sanctions on Venezuela’s state-owned oil company, PDVSA, RBC’s Commodity Strategist Michael Tran argues that the ensuing reorganization of oil trade flow by diverting barrels from the US will have wide-ranging implications for global trade. He also thinks that in the scramble to replace heavy, sour Venezuelan barrels, Mexico and Iraq will likely be the main winners.

January 31, 2019

Why the Global Economy is Stumbling, Not Tumbling

The equity market rebound following the December rout and Christmas Eve low shows a wide divergence between the haves and have-nots.

January 31, 2019

Impact of Oil Sanctions on Venezuela

Will the Maduro regime last in Venezuela? Helima Croft, our Global Head of Commodity Strategy, talks about the pressure that U.S. sanctions have placed on the nation’s financial lifeline, and whether or not Russia and China will come to the rescue.

January 28, 2019

Davos 2019: Globalization In A Digital Age

David McKay, President and CEO of RBC, attended the annual meeting of the World Economic Forum in Davos, which this year was themed around globalization and the role that intelligent technologies will play in connecting everyone and everything in the digital age. Dave shares his views on the subject and provides his key takeaways from WEF’s 2019 gathering.

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