Search results for 'uncertainty'

Search results 11-10 of 10
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.
RBC Emerging Markets Equity Outlook for 2026
We share a summary of our Emerging Markets Equity Outlook for 2026.
2026 Market View: Macro Outlook
Mark Dowding, BlueBay Chief Investment Officer, summarises the market in 2025 for Macro Fixed Income markets, and gives his thoughts for 2026.|
The $7 trillion question – when will cash come off the sidelines?
We explain why the case for sitting in cash is weakening – and why even small shifts in allocation could have a big impact on spreads and returns.
I know what you did last summer….added alpha in CLOs
We actively added high-quality European CLOs in the primary market this summer, leveraging the market dislocation to generate alpha.
AI comes for software - who will be MoltBot's next target?
AI agents are now talking to each other and socialising online, speaking in a language that only they understand!
Winning in the USA
The past week has seen plenty of introspection and hand wringing in the EU, with Trump having exposed the lack of power and leadership in the bloc.