Search results for 'opportunities'

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Unlocking markets: following the fundamentals
In our ‘Unlocking markets’ podcast episode, we discuss how European banks are benefitting from strong fundamentals and emerging trends.
Policy & politics
Driving alpha opportunities for our investors.
Europe’s grid revolution: modernisation in the era of war and AI
Our European equity investors discuss Europe's €1.2 trillion grid modernisation opportunity and the sectors positioned to benefit.
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.
Global Equity Investor insight | March 2026
Geopolitical Shifts and AI Adoption: Jeremy Richardson looks into finding opportunity amid market change.
Credit market dynamics to watch
The concentration of software assets in private credit markets is raising questions about investor positioning in the face of AI-driven disruption.
Special situations
Special situations investments are driven by idiosyncratic, company-specific factors and often display low correlation with broader markets.
Securitized credit
Our product offering is designed to meet the needs of investors in both the investment-grade and higher-yielding space.
2026 Market View: Securitized Credit
Tom Mowl, BlueBay Senior Portfolio Manager, summarises the market in 2025 for the asset class, and gives his thoughts for 2026.
2026 Market View: Global Investment Grade
Andrzej Skiba, Head of US Fixed Income, summarises the market in 2025 for the asset class and gives his thoughts for 2026.