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Latest insights

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In praise of unconstrained investing

Why an unconstrained investment approach is uniquely positioned to exploit the breadth, technical complexity and inherent inefficiency of EM Debt.

Thoughts from the EM Equity desk: AI index concentration

Our EM Equity team discuss AI-driven changes in EM indices, including Taiwan and South Korea's dominance, and opportunities beyond current leaders.

Why not party when you are rolling in money?

U.S. yields were little changed this week, whilst UK gilts underperformed on fiscal concerns and the yen’s valuation hit a 40-year low.

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Mark Dowding
Jul 03, 2026

Polina’s Perspective: Brazil 3-0 Scotland revisited – EM corporates deliver against all odds

Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her thoughts following a recent EM corporate credit conference.

Private credit’s expanding opportunity set

Investors are expanding private credit beyond U.S. direct lending into European credit and EM debt, with portfolio fit and transparency remaining key.

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Chris Martin
Jul 01, 2026

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