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Quick in the transition
And not just in football….
The role of China in EM benchmarks
We look at China’s recent challenges, the potential for strong near-term performance and the expanding opportunity set across emerging markets.
What is capturable volatility, and how can it deliver returns in an unstable world?
Process-driven macro strategies should be able to lean into market uncertainty to generate positive performance in any market environment.
Japan: on the rise
As the macro environment for Japan improves, we’re seeing renewed interest in Japanese equities and potential strong tailwinds for investors.
Polina’s Perspective: India – the elephant in the room
Following a visit to India, Polina discusses the country’s success in addressing structural and cyclical challenges over the last few years.
The water challenge: a primer for investors
In helping to address the world’s vital water challenges, can we also find opportunities for returns?
EM Equity Outlook report 2024
We present the RBC Emerging Market Equity team’s Outlook report for 2024.
MacroMemo | 27 June 2023
Regular macroeconomic update from Eric Lascelles, Chief Economist, RBC Global Asset Management.
MacroMemo | June 13 2023
Technology and the economy / Debt ceiling asides / Fed liquidity programs / Contrarian on China / Softer economic data / Eurozone recession
China: recovery delayed, not cancelled
China’s post-Covid rebound has been weaker than expected, however as consumer confidence improves, the economy should gradually recover.