Industries in Motion

Supply chain issues became front and center in 2021 with shippers in all areas of the world beset with delays in getting their goods to market. This caught the attention of investors as well, with the words “Supply chain” being referenced on approximately 68% of company Q3 conference calls. Today we discuss with RBC Capital Markets Transportation Analyst, Walter Spracklin, how the current supply chain issue came about, the negative impacts as well as who can benefit from this situation, and when these challenges might all be resolved.

Paying in installments isn’t a new idea. But the new ease of Buy now, pay later online is fuelling a renaissance in this space. Dan Perlin, Managing Director of Research in Payments, Processing, and IT Services at RBC Capital Markets, tells the Industries in Motion podcast how the concept has soared in popularity in the FinTech space and which companies stand to gain and lose from the trend.

Genetic medicine is already a billion-dollar industry, with forthcoming research and drug development that could potentially cure the incurable. Luca Issi, Senior Biotech Analyst at RBC Capital Markets, explains how it all works and what lies ahead for this innovative industry on the Industries in Motion podcast.

What are the disruptors and drivers that are affecting the biotech market? On the latest Industries in Motion podcast, RBC Capital Markets Co-Head of Biotechnology Research Brian Abrahams reveals the headwinds and tailwinds, and why he believes biotech’s 2021 lows are about to end.

In the latest episode of Industries in Motion, Large Cap Bank Analyst and Head of US Bank Equity Strategy at RBC Capital Markets Gerard Cassidy explains why banks are strong in both earnings and fundamentals as they emerge from the pandemic – and the risks they may face in the coming months.

In the first episode of the Industries in Motion podcast, RBC Capital Markets internet analyst Brad Erickson explains how internet marketplaces are going far beyond traditional categories and why companies need to alter their models to grow their business in innovative ways.