Search results for 'credit'

Search results 51-60 of 150
Set to outperform? Why European corporates look attractive vs the US
We are seeing value in European investment grade corporates relative to their US counterparts, says Tom Moulds.
Read more
Don’t run for the hills! Cyclical sectors can offer value
Capital goods and packaging are just two areas that look attractive despite where we may be in the credit cycle, says Nesche Yazgan.
Read more
Market dislocation opens up opportunities
Maria Satizabal reflects on the why the high level of uncertainty and market dislocation provide opportunities for absolute return strategies.
Read more
Polina’s Perspective: Argentina - living on the edge
Argentina’s spending has resulted in a deteriorating credit quality. Can the new government commit to ending the vicious circle of living on the edge.
Read more
Thoughts on the AT1 asset class: markets should not be climbing a wall of worry with European banks
James Macdonald discusses his thoughts on European banks, the additional tier 1 (AT1) asset class and our view going into the second half of 2023.
Read more
Trick or treat?
We’re starting to see signs of cracks appearing in equity & credit markets, and geopolitical uncertainty means very low visibility at the macro level.
Read more
Alternatives insights
A heritage rooted in alternative investments. Fundamental research builds the basis for any of our investment decisions.
Read more
2024 Market View: Global High Yield
Justin Jewell, Head of European High Yield, BlueBay Senior Portfolio Manager, shares his thoughts on 2023 and the year ahead.
Read more
Where can investors find returns, as Fed rate cuts edge nearer?
With the fear of recession firmly in the rearview mirror, investor focus shifted towards incoming inflation data.
Read more
Craig Tennier
Read more