Unlocking Markets

Laurence Bensafi, Portfolio Manager & Deputy Head of EM Equities at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the topics that are particularly pertinent for investors in emerging markets equities, the long-term themes driving the asset class, and the impact on the team’s top-down portfolio positioning.

Adam Phillips, Managing Director and BlueBay Head of Developed Markets Special Situations at RBC GAM, delves into the unusual challenges corporates and consumers are facing. Adam also discusses the magnitude of defaults and where the opportunities may lie across multiple sectors and countries for special situations.

Polina Kurdyavko discusses emerging markets outperformance against developed market peers, geopolitics, the dollar supremacy, the difficulties of implementing ESG and emerging markets and so much more.

Pierre-Henri de Monts de Savasse, BlueBay Senior PM of Convertible Bonds at RBC Global Asset Management, discusses why he thinks convertibles has a role to play in that risk mitigation and diversification movement.

Mark Dowding, BlueBay CIO at RBC Global Asset Management, discusses what investors should be thinking about and looks at what is in store for investors for the 2nd half of 2023.