Industries in Motion

RBC Capital Markets’ Medical Devices and Medical Technology analyst Shagun Singh shares her insights on the important economic, demographic, and market currents shaping the medical devices industry as it builds upon its recovery from a COVID-induced lull.

The Russia/Ukraine war has highlighted the world’s dependence on oil and gas, and how interconnected global energy markets are. This has amplified the focus of countries and companies on the energy transition, electrification, and setting net zero targets, and has increased the attention of consumers on energy security, reliability and independence, while at the same time endeavoring to reduce carbon footprints. Against this backdrop, the term “prosumer” is becoming more relevant and mainstream. A prosumer is a consumer of energy who is also a producer of energy, to self-supply power or to sell it into the grid. Large industrial companies (e.g., mining operations) often build their own power plants, producing and consuming power. With advances in technology and cost reductions in renewable energy, some power generation is now taking place at a much smaller scale, including by individuals (e.g., using rooftop solar), and we expect an acceleration in the rise of resilient energy prosumers over the years to come.

The Invasion of Ukraine has led to a number of large consumer brands divesting their Russian businesses. James Edwards Jones and Emma Letheren both Consumer research Analysts, discuss with Michael Hall, Head of European Research, how brands have reacted to the crisis and consumer expectations. Also what the effects have been on the wider consumer Industry.  Listen to the full podcast here

RBC Capital Markets' aerospace and defense analyst Ken Herbert explains how the mixed recovery is changing the Original Equipment Manufacturers (OEM), and aftermarket sectors and looks ahead to outer space and ESG opportunities on the latest Industries in Motion podcast.

Significant structural changes across the telecommunications and media sector are giving rise to new technologies, including 5G, augmented reality (AR), virtual reality (VR) and the metaverse, which we believe will usher in platforms that are more immersive than any mediated content that has come before.

How have EU Autos performed since the Pandemic Began? And how will Legacy car makers are respond to the newer entrants as well as the increasing demand for electric vehicles. what the challenges and opportunities are as we move into 2022. Tom Narayan, European Autos Analyst and Michael Hall, Head of European Research & Global Head of Research Product sit down to discuss RBC Capital Markets view on the sector.

The global urgency to combat climate change by cutting greenhouse gas (GHG) emissions--foremost amongst which is carbon dioxide (CO2)--has only intensified throughout the COVID-19 pandemic.

On the latest Industries in Motion podcast, RBC Capital Markets’ Senior Software Analyst Matt Hedberg talks about the future of software and security in a world of hybrid living and working, and ever-increasing automation.

Over the next 12 months what will the structural trends be that dominate the Consumer and European General Retail Sector? What impact will the pandemic and rising costs have on companies and the consumer? In this podcast, Richard Chamberlain, Equity Analysts, RBC Capital Markets is joined by Michael Hall, Head of European Research & Global Head of Research Product to discuss the outlook for the Consumer and Retail sector in Europe.