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Featured insights
Featured insights articles page
5-D chess
Global macro updatePassionate, insightful, contrarian at times and always a true thought-leader in his field, Mark Dowding, BlueBay CIO at RBC GAM, shares fresh fixed income insights every Friday. His musings on the week cover macro developments, bond market trends and his latest positioning thoughts, with the odd joke thrown in for good measure.
May 16, 2025
10 minutes to read
Taiwan: third time’s a charm?
Around the World with the EME TeamSentiment is positive amongst Taiwan’s tech companies this year, although Taiwanese equities could face further consolidation and caution is needed.
May 14, 2025
2 minutes to read
A 90-day pause
The Weekly Fix with the BlueBay US Fixed Income TeamIn this episode of The Weekly Fix, Laurie Mount, Portfolio Manager on the BlueBay US Fixed Income team, discusses how uncertainty has the Fed on hold, while trade negotiations with China appear to have made a breakthrough, at least temporarily.
May 13, 2025
3 minutes, 30 seconds to watch
Direct From Dowding: May 2025
InsightsMark Dowding, BlueBay Chief Investment Officer at RBC GAM, discusses the latest macro trends and our forward-looking views in a monthly webinar.
May 12, 2025
30 minutes, 17 seconds to watch
The death of the dollar… and the rise of EM local
InsightsWe make the case that emerging market local currencies and rates should benefit from the recent decline in the US dollar’s 15-year bull run.
May 12, 2025
1 minutes to read
Recent insights
BlueBay EMD Desk Monthly Update
BlueBay EMD Desk NoteThe Emerging Markets Debt Desk provides a monthly update on key trends they have identified in global markets over the past month, looking at asset class performance, idiosyncratic stories and recent events that shaped their outlook and expectations for the future.
BlueBay Emerging Market Debt Update
PM Perspectives: BlueBay EMD UpdateSenior Portfolio Manager Anthony Kettle's weekly BlueBay Emerging Market Debt commentary offers readers a concise yet wide-ranging macro overview. Kettle covers markets large and small, providing insight on how financial, political, and economic developments in one region affect markets elsewhere. Here is his latest insight.
Economic Webcast - May 2025
InsightsJoin Chief Economist Eric Lascelles as he examines the ongoing challenges and opportunities in the global economic landscape, with a particular emphasis on trade policy developments and their implications for the Canadian economy.
Trade policy drives uncertainty
InsightsReflecting on the past month, Jeremy Richardson discusses how the ongoing debate over trade policy and tariffs continues to create uncertainty in equity markets.
MacroMemo - April 30 - May 27, 2025
#MacroMemoRefining tariff thoughts / Pressure on the U.S. Fed and Chairman Powell / Fretting over U.S. yields / Real-time economic data / Lower oil prices / Canadian election 2025 Refining tariff thoughts • Pressure on the U.S. Fed and Chairman Powell • Fretting over U.S. yields • Real-time economic data says… • Lower oil prices • Canadian election 2025