2022 has been a challenging year for investors who face a myriad of challenges – not least the lingering effects of the pandemic, historically high levels of inflation, a turning point in the global policy backdrop, and growth scares from China, all at a time when geopolitical tensions, and hence, volatility and risk premise, are elevated.
In this five-part webinar series, Institutional Investor and RBC Global Asset Management will team up to provide insights and fresh perspectives into a number of different approaches that investors can use to help navigate this complicated environment and mitigate the impact of upheavals on portfolios. We will kick off the series with an all-encompassing macro discussion, followed by four webinars over several months where we will tap the expertise across the BlueBay fixed income investment platform to address market conditions as they evolve.
Much ado about everything
In the fifth and final episode of our webinar series: 2022's Credit Conundrum, Mark Dowding, BlueBay Chief Investment Officer, discussed the market’s most explosive headlines, from surprising corporate earnings releases to disturbing rhetoric coming out of Russia and everything in between. He talked about the issues that are moving and shaking today’s global markets.
- Subscribe and read Mark's weekly Global Macro Commentary
What is comfortable is rarely profitable; today’s emerging markets
In the wake of this year’s global economic and political challenges, the conversations surrounding emerging markets have been more loaded than usual. As 2022 winds down, are EM investors optimistic or panic stricken? In episode four of our webinar series: 2022's Credit Conundrum on October 19 at 11am ET, Polina Kurdyavko, Head of Emerging Markets, will discuss some of the most pressing issues facing EM investors today. From more evergreen topics such as asset allocation and benchmarking, to those that are pertinent to 2022 like the Russia/Ukraine conflict and recent local currency volatility, this webinar will provide an up close and personal look at the current state of emerging market debt.
- Read Frontier fortunes: the latest Note from the desk of Polina Kurdyavko
Polina Kurdyavko
Head of Emerging Markets, Senior Portfolio Manager, Emerging Markets, BlueBay Asset Management LLP View profileSearching through the rubble for fixed income opportunities
2022 has been a year to forget for investors as they have been forced to grapple with runaway inflation, heightened geopolitical tensions, skyrocketing commodities prices and a weakening growth backdrop. Despite the relief rally we’ve seen this summer, we are not out of the woods just yet. Join us for episode three of the webinar series: 2022’s Credit Conundrum on September 21 at 11am ET. In this webinar, we will reflect on the carnage that we have seen so far this year and discuss how best to navigate this challenging environment through 2022 and into 2023.
- Read Andrzej and Tim's article: Opportunity among the rubble
- Watch The Weekly Fix with Andrzej Skiba
Uncovering opportunities in private credit; the global perspective
There has been a seismic wave of capital being deployed into private credit in different forms in recent years. In this session we invite two members of the BlueBay investment team who live and breathe private credit on a daily basis to share some of their observations from both the developed market and emerging market vantage points. This will be a lively conversation in which we will be discussing the different opportunities on offer in private credit, and how this varies when looking through a DM or and EM lens.
- Read Mihai and Duncan’s article: Not the same old private credit opportunities
Successful investing is about managing risk, not avoiding it
Fixed income has undoubtedly endured a challenging start to the year, with most mainstream indices deep in negative territory on a year-to-date basis. We will kick off our series of webinars with an open discussion with our BlueBay Chief Investment Officer, Mark Dowding, to address in detail some of the main macroeconomic forces shaping markets at the moment. Mark will offer his insights as to where we go from here from a fixed income perspective and suggest how investors can best position their portfolios for the remainder of 2022 and into 2023.
- Read Mark's article: The value is back in public market fixed income
- Subscribe and read Mark's weekly Global Macro Commentary
To read more insights from the BlueBay Fixed Income Team, select a topic: