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Latest insights

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Polina’s Perspective: Shooting for the moon - strategic rivalry in a fragile world

Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her thoughts following recent visits to China and the Philippines.

Hot winds fan the flames

Bond yields rose this week on Middle East tensions and energy price spikes, while the Fed delayed tightening and European gas prices hit March highs.

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Mark Dowding
Jul 24, 2026

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.

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Mark Dowding
Jul 17, 2026

In the Bin

Kevin Warsh's Fed testimony loomed this week, whilst Middle East tensions pushed yields higher and political drama unfolded across Europe.

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Mark Dowding
Jul 10, 2026

Special situations: opportunity out of uncertainty

Special situations investing – why Europe’s mid-market is fertile hunting ground, and why our watchlist of opportunities is at a record high.

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Adam Phillips
Jul 09, 2026

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