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 banks are not the banks of 2008. Is it time to rethink AT1s?
Banks’ capital strength, profitability, and business model quality have improved in recent years, and we believe the sector deserves a fresh look.
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.
Too Weak Ceasefire?
Markets rallied this week on ceasefire news, whilst oil fell and investors grappled with Middle East conflict and resilient U.S. employment data.
European Equity Responsible Investment Report 2026
As responsible investment continues to shape and impact the investment landscape, we discuss events and portfolio themes in 2025 and look ahead.