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Featured insights
Featured insights articles page
Our strategy amid evolving risks and opportunities
The Weekly Fix with the BlueBay US Fixed Income TeamIn this episode of The Weekly Fix, Andrzej Skiba, Head of BlueBay US Fixed Income, notes that key risk catalysts, such as the budget, trade deals, and labor market stability, have stabilized, with potential for limited Federal Reserve rate cuts later in the year due to benign inflation dynamics.
Jul 8, 2025
4 minutes, 42 seconds to watch
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 4, 2025
2 minutes to read
Joy, despair and the road in between
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 4, 2025
10 minutes to read
Webinar replay | Fixed Income Strategy: Broadening the Menu
InsightsAnthony Kettle, BlueBay Senior Portfolio Manager at RBC Global Asset Management, joined a timely webinar panel hosted by Pensions & Investments on June 18. This webinar focused on key themes in the fixed income investment landscape, addressing macroeconomic trends, market opportunities, and investment strategies.
Jul 1, 2025
1 hour, 3 minutes, 16 seconds to watch
Direct From Dowding: June 2025
InsightsMark Dowding, BlueBay Chief Investment Officer at RBC GAM, discusses the latest macro trends and our forward-looking views in a monthly webinar.
Jun 30, 2025
30 minutes, 19 seconds to watch
Recent insights
Asian takeaways - Harajuku crêpe
InsightsThe Asian Equity team continues to believe Japanese firms focusing on improving RoE is a multi-year investment theme. Firms are unlocking value and better monetizing their strong IP with consumers worldwide.
Inside the markets: U.S. Fixed Income
Current PerspectivesAndrzej Skiba, Head of BlueBay U.S. Fixed Income, joins Mindy Gudmundson to discuss how the team is actively navigating a turbulent 2025 market. From stress testing portfolios to seizing opportunities in market dislocations, Andrzej highlights how nimble positioning and robust internal dialogue are helping drive performance in uncertain times.
Why invest in emerging markets?
InsightsThe growing opportunity in emerging market is driven by global growth, improving fundamentals, a multitude of distinct markets, and opportunities to add alpha.
MacroMemo - June 17 – July 7, 2025
#MacroMemoMiddle East flares up / Economic fears are fading but economic data genuinely weakening / A new front opens in trade war / Polarization in the U.S. appears to be rising / U.S. term premium continues to rise / Japan’s higher borrowing rate / Canadian inflation is rising Middle East flares up • Economic fears are fading . . . but economic data now weakening • Tariff developments continue • A new front opens in trade war • Polarization in the U.S. appears to be rising • U.S. term premium continues to rise • Japan’s higher borrowing costs • Canadian inflation is rising
Navigating uncertainty in emerging markets equities
InsightsWith trade uncertainty ongoing, we discuss intra-EM trade and key regions and countries in the EM equities universe – China, India and Latin America.