Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities.
Can Digital Advertising Recover From Apple Signal Loss?
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.
RBC’s Digital Intelligence Strategy Platform, A New Wave of Investor Insight
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.
Insurance: What's happening with UK life expectancy?
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
Fintech Grows Up: Charting the Changes in the Sector
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.
Outlook for Canadian Real Estate and REITs in a Post-COVID World
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?
Canadian Technology: The Future Remains Bright
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.
Insightful, interesting and a great mix of content across sectors. Highly recommend!