As central banks chart divergent paths into 2026, regional opportunities and risks emerge across markets. Join our rates experts from the US, Canada, Europe, and APAC on a world tour breaking down what policy divergence means for bond yields, inflation risks, relative market performance, and how to navigate the year ahead.

Participants:

• Jason Daw (Desk Strategy), Head of North American Rates Strategy
• Blake Gwinn (Desk Strategy), Head of US Rates Strategy
• Simon Deeley (Desk Strategy), Canada Rates Strategist
• Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
• Robert Thompson (Research), Australian Macro Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

RBC BlueBay CEO Eric Gerth discusses the asset manager's $700B global growth, industry consolidation drivers, and the strategic importance of scale, culture, and AI investment in shaping the future of financial services.

With the Fed signaling meaningful changes to their policy stance, what will be the cascading effects across US rates, equities, and global FX markets in what promises to be a pivotal period for investors? In this episode, we discuss the interconnected challenges of monetary policy pivots, earnings expectations heading into 2026, and the looming Supreme Court decision on US tariffs that could reshape global trade dynamics.

Participants:

• Lori Calvasina (Research), Head of U.S. Equity Strategy
• Richard Cochinos (Desk Strategy), FX Strategist
• Blake Gwinn (Desk Strategy), Head of US Rates Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts