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Latest insights

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Markets become disconnected from the reality on the ground

US stocks at record highs despite closed Strait of Hormuz, whilst Europe and Asia face worsening supply crisis as final pre-conflict tankers arrive.

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Mark Dowding
Apr 24, 2026

Polina’s Perspective: When Washington Burns and Markets Stay Cool

Following a visit to Washington DC for the IMF meetings, Polina Kurdyavko shares her thoughts.

Introducing Mike Bell, RBC BlueBay’s new Head of Market Strategy

Mike will provide comprehensive analysis of the global economy and deliver actionable market insights across all investment asset classes.

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Mike Bell
Apr 20, 2026

Fighting may stop, but the economic fallout is just getting started

Markets rallied on easing Middle East tensions this week, but oil supply shocks are now feeding through to inflation and growth forecasts.

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Mark Dowding
Apr 17, 2026

Latin America’s next growth wave

Nearshoring, rising consumer demand, and low financial services penetration are creating long-term opportunities across Latin America.

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