The BlueBay Global Sovereign Opportunities Fund Limited
BlueBay Global Securitized Credit Opportunities Fund
BlueBay High Yield ESG Bond Fund
Distressed Debt - investor opportunities in 2025
Political and economic concerns with regard to developed Europe should create significant opportunities for Special Situations investors this year.
High supply creating attractive opportunities in ABS
As supply and demand has re-balanced, is now an attractive entry point for European auto loan ABS bonds?
The role of alternative fixed income strategies in today’s market environment
Opportunities for investors in a climate of high interest rates and market inefficiencies.
China’s ageing population and a circular economy: recycling and remanufacturing for growth
We discuss a shift from ‘new growth’ to recycling in China, end-of-life vehicle remanufacturing opportunities, and encouraging policy formalisation.
Private credit opportunities in emerging markets
We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.
Specialisms
Providing specialist fixed income, key equity capabilities & alternatives solutions.
The BlueBay Event Driven Credit Fund Limited
Global Equities: what’s a share price worth?
Increasing market sophistication and technical-led mis-pricings mean more volatility, which in turn creates opportunities for active investors.
The tailwinds for alternative fixed income strategies in emerging market debt
How different EM alternative strategies can offer investors a way to capitalise on market inefficiencies.
Blending markets: a global approach to high yield debt investing
US debt has dominated the HY market traditionally. However, the rise of European and EM HY debt is creating opportunities for enhanced returns.
Opportunities in fixed income…in a lower rate environment
With the Fed’s recent half-point rate cut and more expected in 2025, we look at what this means for investors and how they can maintain their income.
A favourable environment for high yield bonds
Today’s high yield bond market offers attractive yields, improved credit fundamentals, and alpha opportunities in sector allocation and single names.
Global Equity Investor insight | February 2025
Will the future of AI be bright for investors, and where might the value lie?
Current vacancies
RBC BlueBay actively seeks to recruit talented individuals.
Private assets in emerging markets
We look at private assets in emerging markets and overcoming the drawbacks of private equity through an exposure to illiquid credit.
RBC Emerging Markets Equity Annual Climate Report 2024
Our EM Equity team makes measuring and monitoring the climate-related risks and opportunities of their strategy a key focus of ESG research.
Volatility is back – and it’s good news for active credit investors
Policy-driven volatility is creating opportunities for credit investors and playing to the strengths of a flexible, selective investment approach.
Perspectives on climate change and nature
An analysis of the importance of nature to the global economy and initiatives such as the Taskforce on Nature-related Financial Disclosures.
2025 Market View: Emerging Markets Debt
Polina Kurdyavko, Head of BlueBay Emerging Markets, Senior Portfolio Manager shares her thoughts on 2024 and the year ahead.
China: from copycat to innovation engine
We reflect on a trip to China and discuss how it is setting the pace globally in terms of electric vehicles, autonomous driving, drones, and robotics.
Argentina: is this time different?
We visited Argentina to form our own opinion on the sustainability of the rally and look for potential investment opportunities for our portfolios.
Global Equity Investor insight | December 2024
Why US election results have been a positive development for global equity markets.
Why do fixed income ETFs underperform their benchmarks?
We discuss how fixed income markets have multiple idiosyncrasies that allow active fixed income managers to generate net-of-fees outperformance.
The rise in European restructurings
With an ever-changing macro backdrop, we look at stress and defaults in the European mid-market corporate space and what this means for investors.
Investment expertise
We offer clients deep expertise in specialist fixed income and equities, with ESG factors integrated into applicable investment processes.
2025 Market View: Fixed Income
Mark Dowding, BlueBay Chief Investment Officer, shares his thoughts on 2024 and the year ahead.
Unlocking markets: following the fundamentals
In our ‘Unlocking markets’ podcast episode, we discuss how European banks are benefitting from strong fundamentals and emerging trends.
Romania’s presidential election: could a shock lead be a wake-up call?
The first-round win of Romanian far-right presidential front-runner, Calin Georgescu, is creating market volatility, and thus opportunities for alpha.
Policy & politics
Driving alpha opportunities for our investors.
Unlocking markets: the hunt for high yield
In our ‘Unlocking markets’ episode, we discuss the positive backdrop for the high yield asset class, sector dispersion and the role of private credit.
Emerging markets return to favour
We discuss what’s driven the outperformance of EM equities so far this year and consider whether this trend has further to run.
Special situations
Special situations investments are driven by idiosyncratic, company-specific factors and often display low correlation with broader markets.
Equities
Providing bottom-up active investment strategies.
Securitized credit
Our product offering is designed to meet the needs of investors in both the investment-grade and higher-yielding space.
2025 Market View: European High Yield
Tim van der Weyden, BlueBay Portfolio Manager, shares his thoughts on 2024 and the year ahead.
Insights from our European High Yield team
We discuss the outlook for high yield, our current approach to portfolio construction and key themes for the European telecoms and media sectors.
Unlocking markets: why investors should care about EM
In our EM Equities ‘Unlocking markets’ episode, we discuss Trump 2.0, Saudi’s appeal from a top-down perspective, and compelling domestic sectors
Navigating volatility in the wake of U.S. policy shocks
We discuss how the US administration is changing trade, defence, and other policies that have shaped the post-war era, and the impact on markets.
EM equities: when challenges become opportunities
EM equities have started to perform better relative to DM equities of late. We look at whether this performance can be sustained and the main drivers.
High yield markets: staying focused in an ever-changing world
We discuss our views on key themes, pressure points in global high yield markets, and the outlook for the rest of the year.
Why invest in Emerging Markets?
Trump and Dump
It’s been a rollercoaster week in markets but as volatility fades, valuations can correct and there are opportunities to add performance.
Acting with conviction: investment grade
Neil Mehta, IG Portfolio Manager, discusses the team’s strong track record in investment grade debt and what it means to be a successful risk taker.
Now is the time for investment grade credit
Opportunities and challenges abound in fixed income investment grade.
In praise of unconstrained investing
We discuss why a high conviction, total return approach is best suited to generating superior returns in the unconstrained EMD space.
Saudi Arabia and the United Arab Emirates: shifting sands
We discuss how Saudi Arabia is transforming from conservative religious establishment to a tech-savvy, eco-friendly haven of services and jobs.
EM Equity Outlook Report 2025
We share a summary of our RBC EM Equity Outlook report for 2025, which includes macroeconomics, valuations, earnings, styles, themes, and ESG reforms.
Alternatives
A heritage rooted in alternative investments. Fundamental research builds the basis for any of our investment decisions.
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
Contact us
We are situated around the globe, please find our regional and global office contacts below.
Asian equity
Investing in high-quality businesses throughout the Asia region.
Investment grade
We are fundamental investors: this is the key component of our success.
Our culture
How we do business is as important as what we do.
Positioning portfolios for 2025: ABS is a solution in volatile and benign markets
We explore two possible scenarios for 2025 – volatile and benign – and discuss how asset-backed securities can provide the solution in both outcomes.
Pre-election nerves or is it a bout of the ‘cheese sweats'?
As we approach the US election, we look for opportunities to buy (or sell) extremes in price action, thinking that moves could subsequently reverse.
Navigating uncertainty in emerging markets equities
With trade uncertainty ongoing, we discuss intra-EM trade and key regions and countries in the EM equities universe – China, India and Latin America.
Polina’s Perspective: a pimple soup experience in China
The menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
Donald Musk the Doge
For all the economic positives a Trump political agenda may bring, we’re sure there will be bumps ahead, and especially with regard to new appointees.
Fight or flight?
In the week of Trump’s return, risk assets remained trading relatively well, with fears of greater economic disruption from tariffs not yet realised.
Polina’s Perspective: Recovery with Chinese characteristics
Following a trip to China, Polina Kurdyavko reflects on the country’s slow recovery post-Covid but also gives reasons for longer-term optimism.
Global equity
Our purpose is to make a positive difference to our clients through responsible long-term investment.
Responsibility to our people
Diversity & inclusion, health & wellbeing, talent management.
Financials – Europe’s most mispriced opportunity?
For investors willing to look beyond benchmarks, European financials offer compelling potential – but it takes specialist expertise to harness it.
Asian takeaways: Char Siu chronicle
Reflecting on our recent China trip, we re-iterate that for the country’s equity market, things are never as good as they look, but also never as bad.
Summertime optimism, before the start of a new season
Trump has shown how a dominant economy can effectively win a trade war versus lesser economies, even if the net result is detrimental to global GDP.
Trump 2.0, a song of fire and ice
There will be plenty of noise coming from Washington in the coming days, and we wait to see how this impacts markets, both domestically and overseas.
A road to nowhere
With geopolitical risk elevated and US attention directed towards the Middle East, actors elsewhere could adopt an opportunistic stance at present.
Are Trump's golden ideas starting to lose some lustre?
If there has been any political surprise in recent days, it has been a push by Merz to secure agreement on a large increase in defence spending.
Past the worst?
In period of relative market calm, we look at the long-term impact of the tariff tussle on inflation, growth and fixed income opportunities.
Trump 2.0: the themes driving EM Debt
We discuss why emerging markets reacted as expected to Trump’s stunning win, and highlight three key themes shaping the outlook for EM fixed income.
The New World Order
Investors are happy to catch their breath for a moment, following a very active few months since Trump returned to the White House.
European bond markets: five musings from June
As we reach month end, Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.
Indonesia: a long-term growth story
Despite recent stock market falls and policy uncertainty, our EM Equity team believes the Indonesia equity story is a favourable one.
A repeat of early month blues….
In meetings in the Middle East this week, it has been interesting to contrast regional prospects with those of countries elsewhere.
5-D chess
Recent newsflow shows why the Fed can’t get pulled into a guessing game of the economy’s direction, based on survey indicators & policy announcements.
Little to celebrate on Liberation Day
European policymakers are readying robust countermeasures to US tariffs, while the Chancellor’s Spring Statement caused a stir in the UK.
Over-Cooked?
Trump’s firing of Fed governor Lisa Cook was the big news of the week, while in France, Bayrou made a decision to call for a Vote of Confidence.
Clockwork Orange
US election fever continues to build, as November approaches. Momentum is with Trump and it’s unclear what can shift it back to the Democrats.
Trump Towers
We dissect the week when Trump made a historic political comeback, winning each of the battleground swing states and scoring a resounding victory.
Who will be left to milk the cows?
US tariff talk on Canada, Mexico and China made headlines this week, while in France, Le Pen threatened a no-confidence vote in Barnier’s government.
Political risk going K-Pop
As the dust settles with respect to US political volatility, the past week has an explosion of developments in France, Romania, and South Korea.
Shifting Strategies: How institutions are embracing fixed income hedge funds
Swiss cheesed
The case for more material US rate cuts through 2026 rests more on a perceived dovish pivot in US monetary policy, under a new Fed Chair.
European Equity book reviews of the year
As the end of the year approaches, our European Equity team members revisit some of the books that caught their eye during 2024.
Big not beautiful
In the wake of negative newsflow surrounding Trump’s tariff agenda, it seems the administration is determined to generate some positive headlines.
A noisy Trump, but relief that there isn't any follow through….(yet)
Trade tariffs – and widespread global economic disruption – were the talk of the week, with outlandish claims on Gaza also hitting the headlines.
Are temperatures set to rise into the summer?
With Trump’s tariffs set to stay, we think there will inevitably be a period of adjustment that shows up in higher prices in the months ahead.
Our commitments
We participate in RI industry initiatives that work to increase transparency, protect investors, and foster fair and efficient capital markets.
Tax man cryin'. Rayner smilin'
What are the implications of any US Supreme Court ruling on US tariffs and the firing of Fed governor Lisa Cook?
Ishiba bows down as Trump rides high
It seems that the world has bowed to US pressure on trade, with the US administration playing its hand relatively effectively.
