Search results for 'uncertainty'

Search results 11-10 of 10
Unlocking markets: following the fundamentals
In our ‘Unlocking markets’ podcast episode, we discuss how European banks are benefitting from strong fundamentals and emerging trends.
2026 Market View: Geopolitics
Timothy Ash, BlueBay Senior Sovereign Strategist, summarises the market in 2025 for the Geopolitics, and gives his thoughts for 2026.
Volatility is back – and it’s good news for active credit investors
Policy-driven volatility is creating opportunities for credit investors and playing to the strengths of a flexible, selective investment approach.
Navigating uncertainty in emerging markets equities
With trade uncertainty ongoing, we discuss intra-EM trade and key regions and countries in the EM equities universe – China, India and Latin America.
Private assets in emerging markets
We look at private assets in emerging markets and overcoming the drawbacks of private equity through an exposure to illiquid credit.
2026 Market View: US Equities
Jeremy Richardson, Senior Portfolio Manager, summarises the market in 2025 for the asset class, and gives his thoughts for 2026.
European bond markets: five musings from March
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for March.
Brazil: a changing landscape for private credit
We discuss a recent trip to Brazil, one of the larger markets in private credit, where we continue to see demand for capital.
Indonesia: a long-term growth story
Despite recent stock market falls and policy uncertainty, our EM Equity team believes the Indonesia equity story is a favourable one.
RBC Emerging Markets Equity Outlook for 2026
We share a summary of our Emerging Markets Equity Outlook for 2026.