Search results for 'uncertainty'

Search results 21-10 of 10
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.
TACO Trump is likely to fight back
At a time when market direction is less certain, it strikes us that curve trades offer a better potential reward than duration trades at this point.
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.