RBC BlueBay Insights RBC BlueBay Asset Management

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.

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.

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.

Maia Becker is joined by Rob Lambert to discuss developments in the clean energy sector and its key challenges ahead.

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.

Kaspar Hense, BlueBay Senior Portfolio Manager, Investment Grade, and Mike Reed, Head of Global Financial Institutions, consider the big-picture themes they believe all those involved in high-grade bonds should consider, and discuss how the differing dynamics across the asset class can help drive returns.