Search results for 'uncertainty'

Search results 21-10 of 10
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.
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.
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.|
South Korea: Seoul searching
South Korea is still mired in political stalemate, yet exports are diversifying and, from our visit, we perceived that positive change may be afoot.
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.
Romania - back on track after a high-stakes election
Romania risk assets have rebounded on an election win for pro-EU centrist Dan. We discuss what this means for the country’s economy and bond markets.
Emerging markets return to favour
We discuss what’s driven the outperformance of EM equities so far this year and consider whether this trend has further to run.
Joy, despair and the road in between
US policy uncertainty is making it difficult to implement medium-term plans, and this is weighing on business confidence and hindering investment.
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.