RBC BlueBay Insights RBC BlueBay Asset Management
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- 비즈니스
RBC BlueBay experts discuss their views on the market today.
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Unlocking markets: Higher-for-longer in a high stakes year
Andrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss the robustness of the US economy, whether strong bond yields are likely to maintain momentum, corporate balance sheets and, of course, the potential return of Trump to the White House.
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Unlocking markets: ever-changing dynamics in emerging markets
Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss recent drivers of returns, the impact of geopolitical events and – in a year of global elections – how the team’s proposed solution for the debt sustainability of Mexico’s largest state-owned oil company have been well received by the country’s presidential candidates.
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Unlocking markets: exploring the ESG landscape in fixed income investing
My-Linh Ngo, Senior Director and Impact-Aligned Strategist, Tom Moulds, Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how ESG is increasingly considered in the investment process, market fragmentation in terms of regulation, ESG within fixed income portfolios, and bondholder influence and engagement.
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Japan: a new dawn?
Japan’s fortunes look set to change, with its stock market currently reaching all-time highs. Our European and Asian equity team members discuss the role that corporate governance reforms are playing in this improving investor sentiment.
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Transition to Clean Energy
Maia Becker is joined by Rob Lambert to discuss developments in the clean energy sector and its key challenges ahead.
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Unlocking Markets: the renewed interest in investment grade
Mike Reed is discussing investment grade with Marc Stacey, senior portfolio manager focusing on non-sovereign debt and specialising in financial institutions. The focus is on what's in store for credit spreads, the outlook for corporate issuance, and getting the lowdown on the financial sector.