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Fixed Income Forum 2026
At our recent event, a selection of leading portfolio managers from our investment teams shared their views on the current market outlook across a range of asset classes, with reference to positioning across our core strategies.
Event replay highlights
Outlook
Presenter: Mark Dowding, CIO, BlueBay Fixed Income
Mark explores the stagflationary implications of Middle East tensions, supply chain disruptions, and divergent central bank policies. Mark reviews why emerging market illiquid credits and distressed debt present compelling opportunities for active managers, and how disciplined macro hedging can unlock alpha in volatile markets.
BlueBay Financial Capital Bond Fund
Presenter: Marc Stacey, Managing Director & Senior Portfolio Manager, BlueBay Fixed Income, Investment Grade
Marc reveals why record capital levels, profitability from steeper yield curves, and all-time-low credit losses make financials an attractive investment. Marc explores the structural mispricing of AT1 bonds and how concentrated security selection in defensive sectors captures earnings tailwinds and why disciplined issuer selection continues to offer opportunities for alpha.
BlueBay Emerging Markets Unconstrained Bond Fund
Presenter: Brent David, BlueBay Senior Portfolio Manager, EM Currency
Brent demonstrates how bottom-up security selection and sophisticated macro hedging offers unique a proposition. Listen to how energy exporters, particularly Latin American sovereigns and corporates, benefit from elevated oil prices and improving fiscal dynamics as the $32 trillion emerging market debt universe presents an alpha-rich opportunity set for unconstrained investors.
BlueBay Investment Grade Global Corporate Bond Fund
Presenter: Andrzej Skiba, Head of US Fixed Income, BlueBay Senior Portfolio Manager
Andrzej outlines how concentrated portfolio construction and rigorous issuer analysis can deliver alpha whilst maintaining disciplined risk management. Listen to why avoiding generic high-yield exposure and focusing on compression can generate consistent performance. With defensive positioning in technology and insurance, Andrzej explains how top-quartile performance is achieved through process discipline and transparency.
Stop Being Shocked by "Shocks"
Presenter: Mike Bell, Head of Market Strategy, RBC BlueBay Asset Management
Mike explores how globalisation backlash, AI disruption, demographic decline, inequality, and climate change are creating persistent volatility. Learn why integrating political risk into investment processes has become essential, and how early warning systems enable proactive portfolio positioning.
Fixed Income in Focus
Our Portfolio Managers reveal where they're seeing the most compelling opportunities today, and what makes our offerings stand out.
Geopolitics overview
Graham Stock, BlueBay Senior Sovereign Strategist, Emerging Markets, explores the current geopolitical landscape, and where we see opportunity for investors.
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