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Latest insights

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Will AI pessimism dominate AI optimism, as we all become more fearful for our future?

AI fears continued this week, as debates intensified over job replacement risks and the potential for widespread economic disruption.

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Mark Dowding
Feb 20, 2026

Inside a lab: a day in the life of a global equity investor

On a visit to a US diagnostics lab, we saw an impressive combination of scale, automation, and workplace culture.

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Ben Yeoh
Feb 18, 2026

Why take an active approach to fixed income investing?

Mark Dowding, CIO of BlueBay fixed income, explains why the fixed income asset class is best invested in using an active rather than passive approach.

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Mark Dowding
Feb 18, 2026

A great week for Japan's LDP, an awful one for UK's Labour

Japanese PM Takaichi secured a landslide victory this week, while in the UK, PM Starmer is damaged from recent political events.

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Mark Dowding
Feb 13, 2026

Dollars and Sense podcast

In our ‘Dollars and Sense’ podcast episode, Polina Kurdyavko, Head of EMD, discusses markets, politics, and economic trends in the EM universe.

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