Business Jets: Market Dynamics Support Continued Growth Industries In Motion podcast

15:59

In this episode of RBC’s Industries in Motion , Ken Herbert (Aerospace & Defense Analyst) and James McGarragle (Canadian Airlines & Aerospace and Diversified Industrials Analyst) discuss with Walter Spracklin (Canadian Research Management and Co-Head of Global Industrials Research) their positive outlook for the business jet industry, including an overview of the market and leading manufacturers, the increase in demand for business jets resulting from the COVID-19 pandemic, current positive demand trends and supply chain constraints, and ESG considerations.…

1
Why Fintechs’ Mood is More Upbeat than the Market’s 20:50

41 weeks ago20:50

20:50

RBC’s 9th Financial Technology Conference brought home how far the sector has evolved. In the latest episode of Industries in Motion, Financial Technology Analyst Dan Perlin highlights the diversity of today’s industry and explores the trends that indicate where it will go next.

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Power, Utilities & Infrastructure: Powering global datacenter growth 15:28

42 weeks ago15:28

15:28

In this episode, Shelby Tucker (Managing Director, U.S. Power & Utilities Analyst), Elvira Scotto (Managing Director, Midstream & Pipelines Analyst) and Robert Kwan (Managing Director, Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss the potential for significant future growth in electricity consumption driven by increasing datacenter capacity. Given the rising demand for cloud computing and AI, we explore the opportunities and challenges for power generators, regulated utilities and midstream infrastructure companies as it relates to the growth in datacenters, which are large consumers of electricity, mostly driven by computing power and cooling needs. Recent announcements highlight the potential growth in electricity demand driven by datacenter capacity expansions, and in the U.S., our findings show that datacenters could represent about half of the power demand growth through 2026. We expect demand to accelerate beyond 2026 as the grid tries to catch up to a large backlog of projects, and also expect other regions to benefit.…

1
GenAI Activated: Key Debates and Topics in Software 19:16

44 weeks ago19:16

19:16

It may take years to play out, but generative AI is the next disruptive megatrend, says RBC analyst Matt Hedberg. Discover why he believes the biggest vendors and small software verticals both stand to be among the early tech winners.

1
UK Banks - 2024, Year of the Caterpillar 11:06

1 year ago11:06

11:06

2023 was a good year for UK banks, however the outlook for 2024 is more uncertain. In todays podcast we discus some of the key trends which we expect to materialise for UK banks through this year, with a particular focus on the structural hedge.

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Energy Insights: M&A – What’s Next? 9:13

1 year ago9:13

9:13

In this episode, Greg Pardy (Head of Global Energy Research, Canadian Senior E&P & Integrated Oil Analyst), Scott Hanold (Managing Director, US E&P Analyst) and Biraj Borkhataria (Head of Global Energy Transition Research, Euro & US Integrated Oil Analyst) join Graeme Pearson (Co-Head of Global Research) to discuss themes in M&A and capital allocation amongst global energy producers. M&A activity amongst energy producers is always a wildcard, but the recent tidal wave of consolidation activity unfolding in the United States is like a fever that has yet to run its course. Fortified balance sheets are the strongest we’ve seen in over a decade, with net debt at the end of 2023 about one-half that seen in 2020 during the pandemic, as energy producers globally have embraced a new model fusing financial resiliency with shareholder returns. This has also opened the door to intensified M&A activity via increased funding capacity. US deals appear aimed at achieving quality scale, a lower cost of capital, overhead cost savings, and bolstering resource depth or enhancing portfolio diversification. The European majors could be buyers of US natural gas resources to rebalance LNG commitments. The next inflection point in this chapter could also involve M&A in Canada’s Montney play.…

1
A Climate of Change for Nuclear Energy 14:00

1 year ago14:00

14:00

In this episode, Maurice Choy (Canadian Energy Infrastructure Analyst), Andrew Wong (Uranium & Fertilizers Analyst), Sara Mahaffy (ESG Strategist) and Robert Kwan (Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss our outlook for long-term growth in the nuclear energy industry, the path forward to address previous challenges, the political and regulatory landscape, ESG perspectives, and the outlook and exposure to nuclear energy across regions and sectors. We have taken a global and cross-sector approach in reviewing the nuclear energy value chain in collaboration with our global team of Energy Infrastructure, Industrials, Mining & Materials and ESG analysts and strategists. We believe that nuclear energy generation capacity is well-positioned to grow in North America and Europe over the long term, supporting countries' energy transition objectives by being a source of reliable and non-emitting baseload power for decades as well as being an industry that countries can develop to deliver stronger economic growth. The vast challenge to deliver net zero by 2050 suggests to us that an “all of the above” approach must be taken, and that will not only benefit renewables (e.g., wind, solar, hydro) and carbon abatement technologies (e.g., CCUS, hydrogen), but also nuclear energy. We sense that certain countries are progressively valuing the benefits of nuclear energy and are justifiably giving support to the technology, ultimately leading to this industry becoming increasingly ESG-friendly and investable over the long run.…

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2024 Global Banks Research Outlook 13:27

1 year ago13:27

13:27

In this episode of the Industries in Motion podcast we are joined by members of our Global Banks team, with Gerard Cassidy and Jon Arfstrom from the US, Anke Reingen and Benjamin Toms from the UK, and Darko Mihelic from Canada, to discuss the key themes and risks they feel will be most relevant to their regions in 2024. On the back of an eventful year for US banking, Gerard and Jon have a broadly bullish tilt, supported by their view that the terminal rate for Federal Funds will be reached and that the U.S. economy will experience a soft landing. In the EU, Anke does not expect that higher interest rates will be the tailwind that we saw in 2023, with valuations and returns more likely to be in focus. In the UK, while slower UK growth is a risk, Ben believes the macro-economic environment will be supportive for higher UK bank valuations in 2024 (although not to the same extent as in the EU).…

1
The Race is on to Provide 32 Million EV Charge Points 16:39

2 years ago16:39

16:39

The electric vehicle charging network in the U.S. has a long road to travel between now and 2030, according to RBC clean energy analyst, Chris Dendrinos. In the latest episode of Industries in Motion, Dendrinos outlined the sometimes-surprising findings of his detailed primer on the future of EV charging infrastructure.…

1
Status of carbon capture in Europe and the US 14:56

2 years ago14:56

14:56

In this episode of the Industries in Motion podcast, Victoria McCulloch (Energy Services Analyst) discusses with Peter Dawkins (European Research Product Manager), the growth in carbon capture in Europe and the US. We discuss the pace of adoption as well as the dominant technologies and fiscal policies which are helping accelerate carbon capture in Europe and the US. We see carbon capture for utilisation and storage as a vital decarbonisation technology which many governments are expected to deploy to meet their net zero targets, as discussed in our recent research notes.…

1
Biotech Halftime Report: A Winding Road Ahead 17:40

2 years ago17:40

17:40

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.

1
Energy Insights: Canada’s Trans Mountain Pipeline Expansion 13:50

2 years ago13:50

13:50

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.…

1
Aerospace: Can Supply Keep Up with Demand? 19:35

2 years ago19:35

19:35

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.

1
Charting the Robotaxi Revolution 16:36

2 years ago16:36

16:36

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.

1
Generative AI set to reshape the Customer Service industry? 17:25

2 years ago17:25

17:25

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.

Industries in Motion

1
What are the Strategic Priorities for Fintech? 16:00

2 years ago16:00

16:00

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.

Industries in Motion

1
Generative AI takes center stage 20:13

2 years ago20:13

20:13

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.

Industries in Motion

1
The Rise of Generative AI and ChatGPT 24:08

2 years ago24:08

24:08

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?

Industries in Motion

1
HCIT: Accelerating a Healthcare Transition 17:43

2 years ago17:43

17:43

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.

Industries in Motion

1
Web Traffic Data Reveals Hidden Biopharma Trends 10:26

2 years ago10:26

10:26

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.

Industries in Motion

1
Canadian Telecom Sector: A New Era of Competition 12:05

2 years ago12:05

12:05

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.…

Industries in Motion

1
Insurers are not banks; will there be any runs in the Insurance sector? 12:06

2 years ago12:06

12:06

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.…

Industries in Motion

1
2023 Autos outlook – Pricing, Production and electrification 10:01

2 years ago10:01

10:01

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.

Industries in Motion

1
Canada’s Pathways Alliance: Decarbonizing the Oil Sands 10:30

2 years ago10:30

10:30

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.…

Industries in Motion

1
The rise of Green Hydrogen, where are we now? 12:06

2 years ago12:06

12:06

Industries in Motion

1
Global beverages: Brewers vs Spirits 10:21

2 years ago10:21

10:21

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.…

Industries in Motion

1
Exploring headwinds facing the UK Buy to Let market 7:53

2 years ago7:53

7:53

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.

Industries in Motion

1
While AVs progressing, ADAS set to take center stage 16:21

2 years ago16:21

16:21

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.

Industries in Motion

1
Can Digital Advertising Recover From Apple Signal Loss? 22:04

2 years ago22:04

22:04

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.

Industries in Motion

1
RBC’s Digital Intelligence Strategy Platform, A New Wave of Investor Insight 20:17

3 years ago20:17

20:17

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.…

Industries in Motion

1
Insurance: What's happening with UK life expectancy? 10:41

3 years ago10:41

10:41

Mandeep Jagpal, RBC Capital Markets’ Equity Financials Analyst, discusses his recent study into key factors affecting UK life expectancy. His research, which includes the impacts of COVID and continuation of higher dementia related deaths, suggests that UK life insurers have been overly optimistic in forecasting future improvements in life expectancy and will therefore see higher profitability in the future. Insurance: What's happening with UK life expectancy? | RBCCM…

Industries in Motion

1
Fintech Grows Up: Charting the Changes in the Sector 22:48

3 years ago22:48

22:48

Following RBC Capital Markets’ seventh annual Fintech conference, Dan Perlin, Managing Director of Research in Payments, Processing, and IT Services tells the Industries in Motion podcast why industry experts see crypto as the next great opportunity, FX as an evolving concern and how M&A is changing the landscape.…

Industries in Motion

1
Outlook for Canadian Real Estate and REITs in a Post-COVID World 16:51

3 years ago16:51

16:51

The COVID-19 pandemic significantly altered daily routines, including the use of real estate. While a return to some form of normalcy is underway, the effects of the pandemic continue to be felt across property types to varying degrees. In the latest episode of Industries in Motion, Pammi Bir and Jimmy Shan, Canadian Real Estate analysts, discuss with the Head of Canadian and APAC Research, Andre-Philippe Hardy, the outlook for the commercial and residential real estate sectors in Canada. Faced with a new set of challenges and opportunities, the discussion dives into the outlook across subsectors amid rising interest rates, heated inflation, and a potential recession in the not too distant future. As employers increasingly adopt hybrid work models, where are office fundamentals heading? What silver linings can we draw from the pandemic in retail real estate and how is the sector positioned to navigate another economic slowdown? How can the disconnect between the strength in industrial real estate fundamentals and lagging REIT unit prices be explained? What tailwinds underpin a constructive outlook for rental residential real estate?…

Industries in Motion

1
Canadian Technology: The Future Remains Bright 28:33

3 years ago28:33

28:33

The last two years have been nothing short of incredible in the technology sector, with a dramatic increase in technology adoption through COVID and technology stock valuations peaking at the end of 2021, followed by a significant market pullback year-to-date. In this podcast, Paul Treiber, Canadian Technology Analyst, and Andre-Philippe Hardy, Head of Canadian & APAC Research, discuss the state of the technology sector and more specifically technology in Canada, including the key factors that have impacted investor sentiment on technology stocks lately, why technology spending may be more resilient now than in prior years, and why technology investments are likely to continue to increase over the long-term. We also explore the evolution of the Canadian technology landscape over time, such as the rise of the iPhone and its impact on BlackBerry.…

Industries in Motion

1
Autobots, Roll Out! Autonomous Vehicle Development and its Impacts 10:54

3 years ago10:54

10:54

RBC Capital Markets’ equity research examines autonomous vehicle (AV) development, what the obstacles are, reasonable timelines, implications on the legacy Auto OEM and supplier ecosystem, along with tangential sectors including public transit operators, real estate, and motor insurers

Industries in Motion

1
UK Banks: Death by a Thousand Cuts 14:24

3 years ago14:24

14:24

In this latest episode of Industries in Motion, Benjamin Toms, European Banks Equity Research, discusses with Michael Hall, Head of European Research, the current UK banking landscape, and how we weigh up low valuations/rising rates vs a potential recession. Benjamin also explores the impact of low mortgage affordability and when he thinks the consumer will start to feel squeezed by higher interest rates.…

Industries in Motion

1
European Retail: Housing a slow burn headwind for consumers 13:11

3 years ago13:11

13:11

Following a recent sharp rise in mortgage interest rate expectations, RBC Capital Markets’ Global Equity Team takes a closer look at prospects for the UK housing market and potential impacts on the General Retail, Banks and Internet sectors. While the nature of the market means RBC remains relatively sanguine on the outlook short term, RBC expects rising mortgage rates to be more of a headwind for UK consumers in 2023/24. As a result, the team sees a reduced outlook for several retailers with home-related exposure.…

Industries in Motion

1
Mines over matter: Inflationary pressure on the global mining industry 8:32

3 years ago8:32

8:32

The inflationary environment hitting the miners and their procyclical-commodity linked cost bases is clearly here, but what is the potential impact? Tyler Broda, Head of European Metals and Mining Research at RBC Capital Markets discusses the possible risks to the sector both from costs and revenues. Listen to the podcast for more.…

Industries in Motion

1
Trouble ahead for P&O Ferries & competitors on the English Channel? 8:13

3 years ago8:13

8:13

On the 17th March, P&O Ferries fired 786 employees without consulting unions, prompting a public and political backlash. The UK government have proposed a number of measures to try to ensure that seafarers operating on British routes are paid the UK minimum wage. Since then, P&O Ferries services have been disrupted, both on the Channel and elsewhere on their network. In this episode of Industries in Motion, We consider what this means for P&O Ferries and competitors moving forward.…

Industries in Motion

1
Reimagining the Weekly Shop: Canadian Grocery Today and Tomorrow 17:01

3 years ago17:01

17:01

Significant structural changes are occurring in the Canadian grocery space. This podcast explores the key factors that influence consumer choice of food retailer, how consumers are dealing with the rising pace of food price inflation, the rise of online grocery offerings, and how the shifts in consumer/retailer interactions will change how we buy groceries.…

Industries in Motion

1
Medical Devices Industry Stabilizing, Set for New Growth Trajectory 11:33

3 years ago11:33

11:33

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.

Industries in Motion

1
Power: The Rise of Resilient Energy Prosumers 16:45

3 years ago16:45

16:45

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.…

Industries in Motion

1
Continued Russian divestment in the consumer industry 11:08

3 years ago11:08

11:08

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…

Industries in Motion

1
A New Lease on Life – How the Aerospace Sector is Changing 20:16

3 years ago20:16

20:16

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.

Industries in Motion

1
5G, AR/VR and the Metaverse: A Mid-2020s Content Inflection Period 13:05

3 years ago13:05

13:05

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.…

Industries in Motion

1
2022 European Outlook: Autos 15:14

3 years ago15:14

15:14

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.…

Industries in Motion

1
Carbon Capture & Storage: Dare to Dream Big 14:15

3 years ago14:15

14:15

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.

Industries in Motion

1
Software, security and our new hybrid life 16:34

3 years ago16:34

16:34

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.

Industries in Motion

1
2022 European Outlook: Consumer and Retail Sector 13:38

3 years ago13:38

13:38

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.…

Industries in Motion

1
The Supply Chain Conundrum 14:18

3 years ago14:18

14:18

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.…

Industries in Motion

1
Buy Now, Pay Later: How an old idea got a new lease of life 17:20

4 years ago17:20

17:20

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.…

Industries in Motion

1
How Genetic Medicine Is Revolutionizing The Way We Treat Patients 16:38

4 years ago16:38

16:38

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.…

Industries in Motion

1
How biotech breakthroughs are changing healthcare 14:50

4 years ago14:50

14:50

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.

Industries in Motion

1
Unprecedented bank cycle leads to strong earnings 20:48

4 years ago20:48

20:48

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.

Industries in Motion

1
Creating equity value in a smartphone-saturated world 16:14

4 years ago16:14