Search results for 'opportunities'

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EM equities: when challenges become opportunities
EM equities have started to perform better relative to DM equities of late. We look at whether this performance can be sustained and the main drivers.
High yield markets: staying focused in an ever-changing world
We discuss our views on key themes, pressure points in global high yield markets, and the outlook for the rest of the year.
Why invest in Emerging Markets?
Trump and Dump
It’s been a rollercoaster week in markets but as volatility fades, valuations can correct and there are opportunities to add performance.
Market Views 2026
2026: what’s ahead for global bonds?
Kaspar Hense, Senior PM for Investment Grade, discusses why the outlook for global bond markets in 2026 is actually quite exciting!
Asian takeaways: Harajuku Crêpe
Japanese firms focusing on improving RoE is a multi-year investment theme. Firms are unlocking value and monetizing their strong IP with consumers.
2026 Market View: Emerging Market Debt
Polina Kurdyavko, Head of BlueBay Emerging Markets, summarises the market in 2025 for the asset class, and gives her thoughts for 2026.
Navigating volatility in the wake of U.S. policy shocks
We discuss how the US administration is changing trade, defence, and other policies that have shaped the post-war era, and the impact on markets.
EM Equity Outlook Report 2025
We share a summary of our RBC EM Equity Outlook report for 2025, which includes macroeconomics, valuations, earnings, styles, themes, and ESG reforms.