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RBC Capital Markets maintains a diverse research focus across European and global markets, recently highlighting tactical opportunities in SMID caps and specific industrials such as Chemring Group and Diploma PLC. Sector-specific insights emphasize a recovery in energy prices and the critical role of natural gas in supporting AI infrastructure, alongside supply-driven price surges in copper reaching $6.40/lb. Analyst coverage remains active on major corporates, including positive outlooks for Experian and Paragon Banking, while monitoring strategic shifts at automotive leaders like Mercedes-Benz and Stellantis. On the macro front, RBC has adjusted its interest rate forecasts for Australia, delaying an expected 25bp hike to August following headline inflation data of 4.2% y/y. The institution also warns of potential volatility in the S&P 500, projecting a possible 5-10% pullback driven by rising yields, while noting outperformance in the insurance composite sub-sector relative to reinsurers. Finally, fixed income research provides granular analysis on UK sovereign bond re-openings and the correlation between Brent crude prices and UK yields amid ongoing geopolitical developments.

52 reports available

UK & European Research At A Glance thumbnail

UK & European Research At A Glance

RBC Capital Markets·Jun 12, 2026

This report provides a weekly overview of RBC Capital Markets research covering global exchange activity, building materials, financials, energy, and commodities. It highlights Q2 2026 performance trends and valuation snapshots across these sectors.

UK and European Research at a Glance thumbnail

UK and European Research at a Glance

RBC Capital Markets·Jun 11, 2026

This report provides a curated summary of RBC Capital Markets' recent research on Ag chemicals, biopharma, energy commodities, and specific company updates across the UK and Europe.

UK and European Research at a Glance thumbnail

UK and European Research at a Glance

RBC Capital Markets·Jun 10, 2026

This report provides a summary of RBC Capital Markets' research across UK and European markets for June 10, 2026. It highlights equity rating changes, industry commentary on metals and luxury goods, and investment strategy updates.

UK & European Research At A Glance thumbnail

UK & European Research At A Glance

RBC Capital Markets·Jun 9, 2026

This report provides a consolidated view of RBC's recent research publications, covering global industrials, US equity strategy, and the China automotive market. It offers access to the latest analyst insights, podcasts, and market reviews.

UK and European Research At A Glance thumbnail

UK and European Research At A Glance

RBC Capital Markets·Jun 8, 2026

This report highlights a transition toward market derisking alongside key updates in European renewable energy spreads and retail trends. It also covers strategic mining insights from Peru and institutional perspectives on AI governance.

UK & European Research At A Glance thumbnail

UK & European Research At A Glance

RBC Capital Markets·Jun 5, 2026

This report provides a compilation of analyst insights across UK and European markets, covering rating revisions, thematic sector analysis, and updates from the RBC Global Energy, Power & Infrastructure Conference.

Global Investment Banks Capital Markets Scorecard Q2 Snapshot

RBC Capital Markets·Jun 2, 2026

UK & European Research at a Glance

RBC Capital Markets·Jun 4, 2026

UK and European Research at a Glance

RBC Capital Markets·Jun 3, 2026

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