Search results for 'uncertainty'

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Global Equity Investor insight | May 2025
Monthly update on the global equity market from Jeremy Richardson.
Global Equity Investor insight | June 2025
Monthly update on the global equity market, discussing two scenarios that appear to have replaced tariff uncertainty in the minds of investors.
Benefitting from market dislocation
For fixed income investors, rate uncertainty means strategies will need to pivot to adaptable interest rate approaches.
Floating rate is still cool
There are a few ways to take advantage of the uncertainty in rate expectations.
Unlocking the illiquidity premium in EMD
We discuss how – at a time of global uncertainty – EM private credit investors can benefit from enhanced yield and a compelling risk-reward balance.
Global Equity Investor insight | July 2024
Monthly update from Jeremy Richardson.
Global Equity Investor insight | August 2024
In the midst of the earnings season, Jeremy Richardson explores what may lie ahead.
Global equities: where we do stop on the tariff staircase?
A focus on company fundamentals, especially quality companies run by strong management teams, is the optimal way to navigate the current uncertainty.
2025 Market View: Global Equity
Jeremy Richardson, Senior Portfolio Manager, RBC Global Equity, shares his thoughts on 2024 and the year ahead.
The tailwinds for alternative fixed income strategies in emerging market debt
How different EM alternative strategies can offer investors a way to capitalise on market inefficiencies.