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Emerging Markets Webinar: A Selective View

Join us for an EM webinar including Brent David, BlueBay Senior Portfolio Manager, on how to seize selective emerging market opportunities while managing the geopolitical and currency risks that have the potential to make or break returns.

Register now

Geopolitical realignment and emerging markets

Emerging Market Debt Team

Brent David and Graham Stock discuss how 2026 emerging markets are defined by Trump administration alignment and US-China competition, with Latin America facing a critical inflection point amid major elections across Colombia, Peru, and Brazil, while Turkey, Brazil, and Mexico navigate significant policy dependencies.

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Latin America’s next growth wave

Emerging Markets Equity Team

Latin American equities have rallied thanks to center-right political shifts, commodity strength, and nearshoring momentum, though geopolitical risks have triggered recent pullbacks. Explore the investment case for Mexico, Brazil, Chile, and Peru, where rising consumption, underpenetrated financial services, and favorable fundamentals create long-term opportunities.

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Beyond the benchmark in EM – why active wins over passive

Emerging Market Debt Team

Active management in emerging market debt addresses challenges that passive strategies face, including market inefficiencies, defaulted securities trapped in indices, and benchmarks that cover only 30% of the asset class. This piece examines how active managers leverage market inefficiencies, tactical hedging, and new issue participation, in this alpha-rich but complex asset class.

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Polina's Perspective: Between Two Seas

Emerging Market Debt Team

On her recent trip to Turkey, Polina discovered that Istanbul’s enduring beauty masks a deeper paradox common in developing economies: the tension between economic orthodoxy and political palatability. Turkey also navigates the complex balance between maintaining economic orthodoxy and pursuing its geopolitical and political agenda. Read more about Polina’s trip here.

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Research notes from the road Taiwan: seeing is believing

Emerging Markets Equity Team

We examine Taiwan's rapidly expanding AI ecosystem following corporate meetings in Taipei. The team explores emerging technologies like Co-Packaged Optics and ASICs, highlighting how demand is shifting toward power architecture, thermal management, and robotics applications. Gain insights into why Taiwan remains central to AI infrastructure and how these evolving dynamics create stock-picking opportunities despite stretched valuations.

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This material is provided by RBC Global Asset Management (RBC GAM) for informational purposes only and may not be reproduced, distributed or published without the written consent of RBC GAM or the relevant affiliated entity listed herein. RBC GAM is the asset management division of Royal Bank of Canada (RBC) which includes RBC Global Asset Management Inc. (RBC GAM Inc.), RBC Global Asset Management (U.S.) Inc. (RBC GAM-US), RBC Global Asset Management (UK) Limited (RBC GAM-UK), and RBC Global Asset Management (Asia) Limited (RBC GAM-Asia), which are separate, but affiliated subsidiaries of RBC.

In Canada, the material may be distributed by RBC GAM Inc., (including PH&N Institutional), which is regulated by each provincial and territorial securities commission. In the United States (US), this material may be distributed by RBC GAM-US, an SEC registered investment adviser. In the United Kingdom (UK) the material may be distributed by RBC GAM-UK, which is authorised and regulated by the UK Financial Conduct Authority (FCA), registered with the US Securities and Exchange Commission (SEC), and a member of the National Futures Association (NFA) as authorised by the US Commodity Futures Trading Commission (CFTC). In the European Economic Area (EEA), this material may be distributed by BlueBay Funds Management Company S.A. (BBFM S.A.), which is regulated by the Commission de Surveillance du Secteur Financier (CSSF). In Germany, Italy, Spain and Netherlands the BBFM S.A. is operating under a branch passport pursuant to the Undertakings for Collective Investment in Transferable Securities Directive (2009/65/EC) and the Alternative Investment Fund Managers Directive (2011/61/EU). In Switzerland, the material may be distributed by BlueBay Asset Management AG where the Representative and Paying Agent is BNP Paribas Securities Services, Paris, succursale de Zurich, Selnaustrasse 16, 8002 Zurich, Switzerland. In Japan, the material may be distributed by BlueBay Asset Management International Limited, which is registered with the Kanto Local Finance Bureau of Ministry of Finance, Japan. Elsewhere in Asia, the material may be distributed by RBC GAM-Asia, which is registered with the Securities and Futures Commission (SFC) in Hong Kong. In Australia, RBC GAM-UK is exempt from the requirement to hold an Australian financial services license under the Corporations Act in respect of financial services as it is regulated by the FCA under the laws of the UK which differ from Australian laws. All distribution-related entities noted above are collectively included in references to “RBC GAM” within this material.

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