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.
Hear Mark reflect on the challenging year for investors so far.
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
Topics for the next three webinars are undecided at this time. As the year progresses, we will determine these topics based upon what issues are of greatest concern to investors navigating through this challenging environment.
To read more insights from the BlueBay Fixed Income Team, select a topic: