Alternative Credit: navigating global complacency
Spreads at all-time tights despite geopolitical reordering create a bifurcated opportunity set: overcrowded consensus trades (U.S. direct lending) offering less compelling relative compensation, and selective dislocations (European corporates, EM loans, uncorrelated strategies) where genuine research and manager differentiation can unlock attractive risk-adjusted returns.
Alternative insights: Quarterly investment Q&A
Given the fast-changing nature of investment markets, we have canvassed perspectives from our alternatives portfolio managers to help keep you informed. Our quarterly Q&A covers views on emerging markets, distressed credit, securitized assets, and global macro opportunities.
The potential advantages of investing in EM private credit
Mihai Florian, BlueBay Senior Portfolio Manager, addresses the misconceptions around emerging market private credit and why it might be time for investors to consider previously overlooked opportunities.
Webinar: Credit alternatives in focus, positioning institutional portfolios for what’s next
Clark Hoover, LACERS, Kaylon McInnelly, West Virginia University and Chris Martin, RBC Global Asset Management discussed the latest risks and opportunities in the credit alternatives ecosystem as we head into 2026.
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Why RBC GAM for alternative credit?
Our alternatives span the spectrum across absolute return and total return strategies, liquid and illiquid.