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Ideas Happen HereTM  

As an enabler of ideas, we help our clients realise their goals.

Market Views 2026

2025 was an eventful year, with trade tariffs, a weakened dollar, the ongoing AI boom, and shifting geopolitical alliances top of mind for investors.

At RBC BlueBay, our investment experts operate across dynamic market environments, sub-asset classes, geographical regions, and opportunity sets. Here we reflect on the key events in 2025 and share our views on what could lie ahead in 2026.

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Investor solutions

RBC BlueBay is committed to addressing and analysing our clients' investment-related challenges by delivering distinctive solutions based on our expert knowledge.

Your ideas and needs are unique, our solutions are too. We believe in investing in a way that empowers our clients and aims to protect their interests at every step.  

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Latest insights

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Greenpeace

Trade tensions eased this week as President Trump dropped the European tariff threat and declared a ‘future deal’ on Greenland.

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Mark Dowding
Jan 23, 2026

The SaaS conundrum – the death or rebirth of software?

It was once said that ‘software is eating the world’. Our Global Equity team discusses how AI is rewiring the story.

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Kilian Niemarkt
Jan 22, 2026

Global Equity Investor insight | January 2026

Jeremy Richardson looks into the big changes in the world of AI and concentrated market conditions.

Friend or Foe – could this be the defining question for EM sovereigns in 2026?

We explore US policy uncertainty and potential flashpoints in EM this year. As always, skilled active management is key to investing in this space.

RBC Emerging Markets Equity Outlook for 2026

We share a summary of our Emerging Markets Equity Outlook for 2026.