Fixed Income Market Views 2026

At this year's event, Mark Dowding, BlueBay Chief Investment Officer and leading experts from across the key sub-asset classes within Fixed Income, looked at the economic influences that are shaping markets and discussed the opportunities that we think will deliver alpha in 2026.

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Session videos

Fixed Income Macro Views

Mark Dowding, BlueBay Chief Investment Officer



Emerging Markets Macro Views

Polina Kurdyavko, Head of Emerging Markets

Friend or Foe of the Trump Administration – how does alignment with US policies impact policy and economic outcomes?

Panellists:
Andrzej Skiba, Head of US Fixed Income
Graham Stock, BlueBay Senior Sovereign Strategist
Timothy Ash, BlueBay Senior Sovereign Strategist

Emerging Markets: Structural decline of USD – is there more to go and what is the best way to play it

Brent David, BlueBay Senior Portfolio Manager

High Yield: Mind the gap – navigating credit dispersion in high yield and loans

Tim van der Weyden, BlueBay Portfolio Manager

Fixed Income Market Views

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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