Strategic Alternatives

Latest Episodes:

Back to the Future for the 2024 Deal Landscape? Jan 23, 2024

Show notes

Familiar fixtures are set to return to private equity M&A. Conventional financing is starting to look more attractive again; traditional sales are poised to return to the mix. Meanwhile, cyclical industrials are among the sectors well placed to lead the way in deal activity. John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.

Private Equity: Still Looking for Exit Routes Jan 23, 2024

Show notes

Private equity assets have mounted to $3 trillion as sponsors maintain their grip. Will 2024 see a long-awaited surge of exits? What conditions do players need to trigger a revival of M&A and LBO activity? John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.

ECM’s 2024 Rebound: Rebalancing the Equation Jan 11, 2024

Show notes

After a year of macro volatility, equity markets look set to rebound in 2024, with a return to micro fundamentals, a stronger breadth of transactions, and a new set of risks and rewards for investors and issuers to balance.

M&A’s 2024 Comeback: A Buyer’s Market? Dec 29, 2023

Show notes

It’s taken longer than predicted, but a steady interest rate environment is laying the ground for an M&A recovery in North America and Europe. Revised expectations offer attractive opportunities for early buyers – just one of the ways in which events of the past few years will influence the shape of 2024’s deals.

U.S. Outlook: Will the US economy achieve a soft landing in 2024? Dec 07, 2023

Show notes

As the U.S. economy shows positive signs for growth, inflation, and interest rates in 2024, RBC Capital Markets’ RBC Capital Markets’ Michael Reid, Blake Gwinn, Vito Sperduto and Larry Grafstein analyze the challenges posed by consumer spending, political gridlock, and quantitative tightening.

Australian Outlook: Navigating Australia’s economic headwinds Dec 07, 2023

Show notes

Macro Rates Strategist Robert Thompson analyzes Australia’s challenges such as softening growth, persistent inflation, and a weaker labor market heading into 2024, as well as examining key swing factors to monitor and what this all means for the RBA, bond market and investors.

Canadian Outlook: A downturn is coming but, how tough will it get? Dec 07, 2023

Show notes

Growth is poor, labor is a concern, but inflation seems to have been punctured. Nathan Janzen, Assistant Chief Economist, Canada, examines what the economic signs herald for Canada’s future in 2024.

European Outlook: Can inflation be tamed as fast as markets hope? Dec 07, 2023

Show notes

There are widespread expectations that UK and EU inflation will hit target levels in 2024 – yet many obstacles remain. Peter Schaffrik, Chief European Macro Strategist and Cathal Kennedy, UK Senior Economist analyze the inflationary outlook, prospects for European growth, and how the effects of interest rate rises are still playing out across the continent

A Turning Point for Big M&A Deals: Antitrust Landscape Evolves Dec 01, 2023

Show notes

Going into the next election, US regulators are more likely to double down than back off their focus on big M&A deals and they’re looking most closely at consumer-facing businesses. Vito Sperduto, Head of Global M&A, sat down with Andrew Lipman, Partner at Morgan Lewis at RBC’s Global Technology, Internet, Media and Telecommunications (TIMT) Conference to discuss how antitrust will continue to affect US regulation in our current environment.

Balance is Key to Kick-starting the IPO Market Nov 05, 2023

Show notes

The equity capital market is technically open. Some big IPOs have been delivered. Yet many investors and issuers still prefer to wait rather than act. What’s holding them back, and what are the prospects for the market getting back into full swing in 2024?

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