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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 17, 2025
2 minutes to read
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.
Jul 16, 2025
27 minutes, 45 seconds to listen
Market dynamics and macro themes
The Weekly Fix with the BlueBay US Fixed Income TeamIn this episode of The Weekly Fix, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, reflects on the themes driving markets, as investors will have hard data to guide them this week.
Jul 15, 2025
3 minutes, 17 seconds to watch
Webinar replay | Rethinking Credit Allocation: Building Resilient Institutional Portfolios
InsightsMark Dowding, BlueBay Chief Investment Officer at RBC GAM, joined Pensions & Investments for a webinar on June 25 discussing the changing market landscape, the opportunities and risk this presents and the evolving role of alternative credit in institutional portfolios in this environment.
Jul 15, 2025
53 minutes, 15 seconds to watch
Economic Webcast - July 2025
ECONOMIC WEBCASTJoin Chief Economist Eric Lascelles as he provides an in-depth analysis of the latest developments shaping the global economic landscape, with a focus on recent trends and their implications for the Canadian economy.
Jul 14, 2025
33 minutes, 20 seconds to watch
Recent insights
MacroMemo - July 8 – 28, 2025
#MacroMemoTariff deadline extended / Other critical U.S. policy developments / ‘Dangerous world’ department / U.S. economic data stabilizes? / Canadian insights Tariff deadline extended • Other critical U.S. policy developments • Spheres of influence: U.S. and China • Update on Middle East conflict • “Dangerous world” department • U.S. economic data stabilizes? • Canadian insights
Another week, another deadline
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.
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.
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.
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.