Search results for 'opportunities'

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2026: what’s ahead for global bonds?
Kaspar Hense, Senior PM for Investment Grade, discusses why the outlook for global bond markets in 2026 is actually quite exciting!
Asian takeaways: Harajuku Crêpe
Japanese firms focusing on improving RoE is a multi-year investment theme. Firms are unlocking value and monetizing their strong IP with consumers.
RBC EM ex-China Equity Strategy: a distinctive approach resulting in 5 years of strong performance
With our EM ex-China Equity Strategy reaching five years, we look at the factors have contributed to its success and the lessons learned.
Alternatives
Built from 20+ years of alternatives heritage, we harness long/short and private credit expertise to seek differentiated, risk-aware return streams.
Thoughts from the EM Equity desk: AI index concentration
Our EM Equity team discuss AI-driven changes in EM indices, including Taiwan and South Korea's dominance, and opportunities beyond current leaders.
Fixed Income Forum 2026
Polina’s Perspective: a journey to maturity – reflections from the window seat
Following a recent trip to South America, Polina Kurdyavko, Head of EMD, reflects on the challenges and opportunities for emerging market countries.
Polina’s Perspective: Brazil 3-0 Scotland revisited – EM corporates deliver against all odds
Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her thoughts following a recent EM corporate credit conference.
South Korea: reforms are creating long-term opportunities
We look at how South Korea’s economy is benefitting from memory chip exports, robust industries, and corporate governance reform.
A Messi world
The ongoing Middle East conflict drove oil prices higher this week, as U.S. inflation surprised to the downside, and Japanese yields fell.