Activision doesn't hold the Bond license anymore (luckly) but I doubt they would handle the license to Rare (even though they're the only ones along with Crytek who could provide a proper Bond game).
It's not Perfect Dark as Ken Lobb ruled it out for the moment and according to him Jo Dark might be back in 2020 (), so that's going to be a long wait (why don't they ask Greg Rucka to write more novels, damnit?).
Banjo-Kazooie has been rumored for a long time, so it seems likely, but it feels to good to be true.
Conker is on Project Spark now, perhaps if the character gains some popularity they'll make a new game next year.
Viva Piñata was one of the most successful Rare games on Xbox 360 and I would love to see a sequel to this.
They also claimed that there's not a Battletoads game coming out this year ().
I highly doubt they'll bring back Ghoulies, Jet Force Gemini or Blast Corps, even though I'd love to see them again.
I voted a new IP because based on Rare's remarks it seems the most likely choice.