Australian Research at a Glance - June 8, 2026

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Australian Research at a Glance - June 8, 2026

AUSTRALIAN RESEARCH AT A GLANCE

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Sara Mahaffy, CFA (Analyst) Key Takeaways From Our Call On AI Governance & Policy With

(212) 618-7507; sara.mahaffy@rbccm.com JPM

Published June 5 2026 08:34:40 EDT

On June 4th, RBC hosted a call with Mike Kelly (Head of Strategic AI Governance

& Enablement) and Terah Lyons (Global Head of AI Policy) from JPMorgan. The

discussion covered high impact use cases, AI adoption bottlenecks, the evolving

regulatory backdrop, AI governance best practices, security risks, and approaches

to vendors. In collaboration with the RBC Large Cap Banks and RBC Software teams,

we have summarized the key takeaways from the call below.

Industry Comments

Research RBCCM Global Financials () Global Financials Research Group – Weekly Valuation Overview

rbccmglobalfinancials@rbccm.com Published June 4 2026 20:10:24 EDT

This publication shows estimates and valuations for our coverage of Global

Financials for the week ending June 5, 2026. Please see the footnotes in the

coverage tables for further details.

Please note that all RBC ratings, price targets, estimates, and forward valuation

metrics are as of 5PM ET on June 4, 2026, unless otherwise noted.

Research RBCCM Global Mining () Key Takeaways from Peru Mining Expert Call

(416) 842-7800; rbccmglobalmining@rbccm.com Published June 5 2026 15:16:41 EDT

Election risk, policy outlook and what it means for mining investors

We hosted an expert webinar featuring Diego Macera (Board Member,

Central Reserve Bank of Peru; Director, IPE) and Roque Benavides (Chairman,

Buenaventura) to discuss the upcoming Peruvian election's implications for the

main sector. Our main takeaways include: 1) congressional arithmetic limits radical