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Featured insights
Featured insights articles page
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.
Jul 25, 2025
2 minutes to read
Ishiba bows down as Trump rides high
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.
Jul 25, 2025
13 minutes to read
Pimple soup experience
InsightsThe menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
Jul 25, 2025
10 minutes to read
US monetary policy outlook: Rate cuts, market dynamics, and credit opportunities
The Weekly Fix with the BlueBay US Fixed Income TeamIn this episode of The Weekly Fix, Andrzej Skiba, Head of BlueBay U.S. Fixed Income, discusses the market implications of monetary policy trends.
Jul 22, 2025
2 minutes, 51 seconds to watch
Emerging markets: a new era of growth and opportunity
InsightsLaurence Bensafi, Managing Director and Portfolio Manager, Deputy Head of Emerging Market Equities, RBC Global Asset Management (UK) Limited, highlights factors contributing to the recent rally in emerging markets, including attractive valuations, the weakening of the U.S. dollar, and opportunities in countries such as China, India, Saudi Arabia, and Korea.
Jul 21, 2025
29 minutes, 3 seconds to listen
Recent insights
Weaker dollar, elevated deficits: what it means for fixed income investors
InsightsAndrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management (U.S.) Inc., discusses the movement of U.S. Treasury yields and how their trajectory is influenced by factors such as the growth outlook, inflation, and the U.S. deficit.
Global Equity Investor insight | July 2025
Current perspectivesReflecting on the past month, Jeremy Richardson discusses what may be driving strong momentum in global equity markets.
The Navigator: Unpacking the 'big, beautiful bill'
InsightsTim Leary, Senior Portfolio Manager, is joined by Justin Sok, Principal Consultant at Rich Feuer Anderson, to breakdown the winners and losers of the bill, and explore the potential impact on markets, businesses, and taxpayers.
The US dollar: from dominance to decline
InsightsWe explain why local markets are uniquely poised to benefit from broad dollar weakness and how clients can reap the benefits.
Unlocking markets: following the fundamentals
InsightsIn our ‘Unlocking markets’ podcast episode, we discuss how European banks are benefitting from strong fundamentals and emerging trends.