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Ideas Happen HereTM  

As an enabler of ideas, we help our clients realise their goals.

Market Views 2026

2025 was an eventful year, with trade tariffs, a weakened dollar, the ongoing AI boom, and shifting geopolitical alliances top of mind for investors.

At RBC BlueBay, our investment experts operate across dynamic market environments, sub-asset classes, geographical regions, and opportunity sets. Here we reflect on the key events in 2025 and share our views on what could lie ahead in 2026.

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Investor solutions

RBC BlueBay is committed to addressing and analysing our clients' investment-related challenges by delivering distinctive solutions based on our expert knowledge.

Your ideas and needs are unique, our solutions are too. We believe in investing in a way that empowers our clients and aims to protect their interests at every step.  

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Latest insights

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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 2025.

Santa's little helper

In our last weekly macro commentary of the year, we give our predictions for the year ahead and look at what came to pass in an eventful 2025.

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Mark Dowding
Dec 12, 2025

Dutch pension reform meets the hedge fund industry

Kaspar Hense, Senior PM for Investment Grade, discusses Dutch pension reform and hedge fund leverage.

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Kaspar Hense
Dec 10, 2025

Global Equity Investor insight | December 2025

Jeremy Richardson looks at the mood change in equity markets as consumers feel increasingly uncertain about the economic outlook.

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!

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Kaspar Hense
Dec 08, 2025