Search results for 'opportunities'

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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.
Global equity
We invest long-term in great businesses at attractive valuations, leveraging ESG insights to unlock alpha opportunities.
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.
Securitised credit: an alternative source of income
Our securitised credit team highlights the opportunities for investors looking to diversify away from traditional assets.
Market Views 2026
South Korea: reforms are creating long-term opportunities
We look at how South Korea’s economy is benefitting from memory chip exports, robust industries, and corporate governance reform.
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.