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Featured insights
Featured insights articles page
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.
Jul 10, 2025
1 minutes to read
Hong Kong: back in business
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.
Jul 9, 2025
2 minutes to read
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
Private assets in emerging markets
InsightsGiven the potential for incremental returns and diversification, emerging markets private equity (EM PE) investments can be appealing. Yet the asset class is not without its challenges and outcomes can be enhanced with an allocation to EM illiquid credit.
Jul 8, 2025
1 minutes to read
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
Recent insights
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.
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.
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.
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.