Market signals for 2026: AI, credit, and the consumer crossroads
AI momentum is converging with rising credit stress, softening consumer trends, and a pivotal December Fed decision. RBC’s Amy Wu Silverman, Head of Derivatives Strategy, joins Ben Fisher and Callie Simpkins of Cross-Asset Sales to unpack how investors are managing risk through shadow hedging, quietly preparing for downside even as they maintain upside exposure. They also explore how hyperscaler issuance, retail exhaustion, and shifting sentiment are shaping the next phase of market risk in this episode of RBC Capital Markets’ Strategic Alternatives.
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20:55
AI will not kill software – but vendors must pivot to survive
The prevailing bear case suggests AI's rapid rise is eclipsing traditional software growth. New research from RBC Capital Markets takes a more nuanced view. In this episode of Strategic Alternatives, Matthew Hedberg, Head of Global TIMT Research, and Nate Mahrer, TMT Desk Sector Strategist, examine why reports of software's decline have been overstated and discuss how software vendors can strategically position themselves to capitalize on AI opportunities.
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19:43
Can hedge funds sustain record growth in a high-risk market?
Hedge fund assets now surpass $5 trillion. But in a risk-laden market, what will be the impact of macro and micro trends on future growth? Jack Weiss, Head of Cross Asset Hedge Fund Sales, explores what's next for hedge funds with Greg Hart, Head of Global Markets Sales – U.S. This episode was recorded on October 23, 2025.
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30:26
While equities soar to record peaks, investors plan ahead
Earnings sentiment is fading and there’s widespread recognition that the current stretched valuations will see a correction. So how should equities players best navigate this environment? New Head of Global Equities, James Masserio, joins Vito Sperduto to analyze the market’s prospects in this episode of RBC Capital Markets’ Strategic Alternatives.
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18:23
Energy insights: awakening the northern giant
In this episode, RBC's Graeme Pearson, Co-Head of Global Research, joins Greg Pardy, Head of Global Energy Research, and Robert Kwan, Head of Global Power, Utilities, and Infrastructure Research, to discuss how Canada can solidify its position as a global energy leader. The discussion, based on the Energy Insights report, delves into how enhanced oil export diversification and improved carbon competitiveness in the oil sands are essential to futureproof Canada’s energy markets.
USA