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3Q25 RBC Analyst Outlook Survey Results

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Manage episode 512698796 series 2907053
Content provided by RBC Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBC Capital Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The big things you need to know:

  • First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.
  • Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.
  • Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.
  • Fourth, our analysts generally had mixed views of the policy backdrop.
  • Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 512698796 series 2907053
Content provided by RBC Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBC Capital Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The big things you need to know:

  • First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.
  • Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.
  • Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.
  • Fourth, our analysts generally had mixed views of the policy backdrop.
  • Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.

  continue reading

202 episodes

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