Search results for 'opportunities'

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RBC EM ex-China Equity Strategy: a distinctive approach resulting in 5 years of strong performance
With our EM ex-China Equity Strategy reaching five years, we look at the factors have contributed to its success and the lessons learned.
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
Polina’s Perspective: a journey to maturity – reflections from the window seat
Following a recent trip to South America, Polina Kurdyavko, Head of EMD, reflects on the challenges and opportunities for emerging market countries.
Asian equity
Investing in high-quality businesses throughout the Asia region.
Investment grade
We are fundamental investors: this is the key component of our success.
In praise of unconstrained investing
We discuss why a high conviction, total return approach is best suited to generating superior returns in the unconstrained EMD space.
Our culture
How we do business is as important as what we do.
Positioning portfolios for 2025: ABS is a solution in volatile and benign markets
We explore two possible scenarios for 2025 – volatile and benign – and discuss how asset-backed securities can provide the solution in both outcomes.
Dutch pension reform meets the hedge fund industry
Kaspar Hense, Senior PM for Investment Grade, discusses Dutch pension reform and hedge fund leverage.
Navigating uncertainty in emerging markets equities
With trade uncertainty ongoing, we discuss intra-EM trade and key regions and countries in the EM equities universe – China, India and Latin America.