The programming for the next webinar in our series on October 19th is in development but will focus on the emerging market topics identified by our summer survey. For our final webinar, scheduled for November 16th, we will invite Mark Dowding back to guide us through the end of 2022 and into 2023.
Searching 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.
- Watch The Weekly Fix with Andrzej Skiba
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.
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 to Mark’s weekly Global Macro Commentary
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
To read more insights from the BlueBay Fixed Income Team, select a topic: