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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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Fast and Furious

The year has started with geopolitical tensions in Venezuela, Greenland and Iran, however it seems that markets have become desensitised these days.

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Mark Dowding
Jan 16, 2026

Trump goes Green

Venezuela is in the news, while Trump’s threats over Greenland have created even more panic (and a sense of despair) in European capitals.

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Mark Dowding
Jan 09, 2026

A trip to the Middle East: reflections on private credit

Saudi Arabia and Dubai are developing rapidly, presenting new opportunities in private credit across secondary and primary markets.

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Illya Zyskind
Dec 15, 2025

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