Industries in Motion

In this episode of the Industries in Motion podcast, Drew McReynolds, Managing Director and Telecommunications & Media Analyst, and Andre-Philippe Hardy, Head of Canadian & APAC Research at RBC Capital Markets, examine what will be a new competitive and regulatory landscape for Canadian telecom companies following the recent merger of Rogers and Shaw and the sale of Freedom Mobile to Quebecor.

In this episode of the Industries in Motion video podcast, Gordon Aitken (Head of European Insurance Research) discusses with Peter Dawkins (European Research Product Manager) why insurers and banks are fundamentally different and how the circumstances which caused the collapse of Silicon Valley Bank (SVB) simply could not occur at an insurer.

RBC Capital Markets’ Equity Research team has reduced 2023/2024 Auto OEM estimates below consensus on price normalization, arguing this could start to happen in H2/23. RBC is also increasingly cautious on tires given a softening replacement market but mildly positive on trucks.

Greg Pardy, Head of Global Energy Research at RBC Capital Markets, discusses with the Head of Canada and APAC Research, Andre-Philippe Hardy, initiatives to decarbonize the oil sands, as featured in the recent RBC ESG Stratify™ report: Pathways Alliance—Steering the Future. The podcast explores Canada’s Pathways Alliance, how it will work, timing, cost and why it is unique globally.

The oil sands were a game changer for Canada—and Pathways could be just as big. We know of no other jurisdiction in the world where a half-dozen leading producers have chosen to collaborate with a comprehensive goal of net zero scope 1 and 2 GHG emissions by 2050.

In this episode, Erwan Kerouredan (European Renewable Energy Analyst) discusses with Peter Dawkins (European Research Product Manager) the current state of the Green Hydrogen sector, key investor questions, how Governments are addressing this new growth area and what the increase in competition means for the industry's key players.

In this episode of the Industries in Motion podcast, James Edwardes Jones and Emma Letheren, Consumer Staples research Analysts, discusses with Peter Dawkins (European Research Product Manager) how the alcoholic beverages industry is evolving and use game theory to demonstrate how the beer industry might be making a come back after years of losing out to spirits.

The spirits companies can point to a variety of reasons for their superior growth within alcoholic beverages: demographics, healthier products and premiumisation amongst them. One thing that doesn't get as much airtime as we think it deserves is that big competitors - the brewers - have had their minds elsewhere.

The leading brewers have been fixated on consolidating the global beer industry for the last two decades. Their consequent loss of focus on the consumer has been exploited by spirits brand owners who were already on a roll.

A fresh generation of management is starting to make its presence felt at the brewers and intends to stimulate growth for the beer category as a whole. The spirits companies are no longer pushing on an open door as far as competition in alcoholic beverages is concerned ... there are some heavyweights starting to push back.

Benjamin Toms, RBC Capital Markets European Banks Analyst. Discusses the recent turn in the housing market and effects of rising remortgaging costs on the Buy to let market. In this conversation Ben explores what this means for Investors, corporates and the wider population.

Mark Odendahl, Head of US Capital Markets Research, talks to Automative Analyst Joseph Spak about the growth forecast for autonomous vehicles and how Advanced Driver Assistance Systems (ADAS) have a much clearer and more profitable business case than ever before.

Mark Odendahl, Head of US Capital Markets Research, is joined by Brad Erickson, Internet Analyst at RBC Capital Markets to discuss how Internet platforms are facing new challenges after losing Apple signal in iOS 14. But advertising giants like Meta are searching for a quick fix.

Mark Odendahl, Head of US Capital Markets Research is joined by Mike Tran, Managing Director and founder of the Digital Intelligence Strategy platform at RBC Capital Markets to discuss RBC’s Digital Intelligence Strategy (DIS) research product, which combines the work from RBC’s data science and primary research teams at RBC Elements to offer a new wave of investor insight.