Search results for 'opportunities'

Search results 51-10 of 10
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.
Markets with Mike | August 2026
After its phenomenal 15-year run, Mike Bell explores where the opportunities lie beyond the US.
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.
Physical AI – the rise of the machines
Our EM Equity team discusses humanoid robots, which are emerging as one of the most visible and potentially scalable applications of the AI trend.
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.
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.
2026 Market View: Impact
My-Linh Ngo, Senior Director and Tom Moulds, Managing Director, summarise the market in 2025 for impact investing, and give their thoughts for 2026.
2026 Market View: US Equities
Jeremy Richardson, Senior Portfolio Manager, summarises the market in 2025 for the asset class, and gives his thoughts for 2026.