RBC BlueBay Insights

It’s clear that Europe and Asia need to work together to reach net zero. In our latest podcast, members from each team discuss sustainability topics that resonate around the globe.

Investors are worried about the uncertainty around recession, monetary policy and inflation. And in the face of uncertainty, investors are looking for ways to protect their portfolios. Pierre-Henri de Monts de Savasse discusses why he thinks convertibles has a role to play in that risk mitigation and diversification movement. He also touches on why there is so much focus on convertibles at the moment covering ESG, AI and the outlook for the next 12 months.

Mike Reed, Head of Global Financial Institutions, talks to Mark Dowding, BlueBay CIO, RBC Bluebay Asset Management, about a range of topics that we believe all investors should be thinking about right now. From the risk of a credit crunch and recession in the US to the likelihood of further rate hikes in Europe, plus the impact of global markets if or when Japan ends yield curve control. They also discuss the state of investing in the UK and finally, take a look at what it is in store for investors in the second half of 2023. 

David Riley discusses his big picture macro and market views for 2023.

How companies approach net-zero is beginning to spark more of a debate in investing circles. In the latest episode of our sustainability podcast, Freddie Fuller and Lukas Harrison look at voluntary carbon offsetting and some of the key issues surrounding this increasingly utilised phenomenon. 

Polina Kurdyavko explains distinctions between different categories of “Emerging Markets” and the challenges faced by so called “Frontier markets”. 

David Riley discusses US inflation, earnings season expectations, the UK economy and Chinese politics.

David Riley discusses the extraordinary crisis of credibility in UK policies, and future implications for the UK economy.

David Riley reflects on the strength of ‘King dollar’, the outlook for the Euro area, and BOE expectations for the UK.

David Riley reflects on the latest meeting of the US Federal Reserve, the end of negative interest rates in Europe, and the risk of recession.