Industries in Motion

Join Head of US Capital Markets Research, Mark Odendahl and biotech analysts Brian Abrahams and Gregory Renza, as they explore the dynamic biotech sector landscape in H2 2023.

In this episode of the Industries in Motion podcast, Greg Pardy, Managing Director and Head of Global Energy Research, Robert Kwan, Managing Director and Canadian Energy Infrastructure Analyst, and Andre-Philippe Hardy, Head of Canadian & Asia-Pacific Research at RBC Capital Markets, discuss the Canadian government’s Trans Mountain Pipeline Expansion (TMX), which is slated to be in service during the first quarter of 2024. We expect this pipeline expansion to transform Canada’s oil egress and give oil sands producers in Canada greater export access to global markets, including Asia.

RBC Capital Markets' aerospace and defense analyst Ken Herbert explores how Original Equipment Manufacturers (OEMs) are rebalancing their supply chains as the industry experiences increased demand, both from passengers and in the thriving aftermarket.

Tom Narayan, Lead Equity Analyst, Global Autos, RBC Capital Markets explores the latest RBC Imagine™ report, Autobots Roll Out! Tesla’s Autonomy Future and examines the strategies OEMs need to win the long race to autonomous driving.

In a context of investor anxiety around the longer-term disruptive impact of AI, RBC Capital Markets’ Equity Research Team have developed a unique AI-disruption framework, which reveals the extent to which AI could alter the CX landscape over the longer term.

Mark Odendahl, Head of US Capital Markets is joined by Dan Perlin, Head of FinTech and Payments Research, RBC Capital Markets, to explore the priorities of fintech companies following this year’s successful Financial Technology Conference.

Mark Odendahl, Head of US Capital Markets Research, and Matt Hedberg, Managing Director and Software Research Analyst, discuss the key trends impacting private technology companies.

In this episode, RBC Capital Markets’ Rishi Jaluria, Managing Director of Software Equity Research and Brad Erickson, Internet Equity Analyst, bring us up to speed on the internet’s biggest disruptor: ChatGPT. How will generative AI impact the tech sector - and society at large?

In this episode, RBC Capital Markets’ Sean Dodge, Equity Analyst in Healthcare Services, discusses some key insights from RBC’s first private Healthcare IT conference, including the accelerated transition to value-based care and the integral role of HCIT in the future of US healthcare.

Mark Odendahl, Head of US Equity Research, and Brian Abrahams, Head of Biotechnology at RBC Capital Markets have a discussion on how website traffic uncovers insights into the sales of leading biopharmaceutical drugs.

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.