BlueBay Insights

Unlocking markets: exploring the ESG landscape in fixed income investing

My-Linh Ngo, Senior Director and Impact-Aligned Strategist, Tom Moulds, Senior Portfolio Manager,...

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• 28 días

Japan: a new dawn?

Japan’s fortunes look set to change, with its stock market currently reaching all-time highs. Our...

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• 1 mes

Transition to Clean Energy

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

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• 2 meses

Unlocking Markets: the renewed interest in investment grade

Mike Reid is discussing investment grade with Marc Stacey, senior portfolio manager focusing on...

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• 3 meses

Unlocking markets: high-grade bond heaven?

Kaspar Hense, BlueBay Senior Portfolio Manager, Investment Grade, and Mike Reed, Head of Global...

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• 5 meses

Unlocking markets: an ever-evolving EM landscape

Laurence Bensafi discusses areas of long-term secular growth driving emerging markets and the...

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• 6 meses

Metals and mining: a sustainability paradox?

We discuss metals and mining, a controversial sector when it comes to sustainability, but also...

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• 7 meses

Unlocking markets: Going where the stress is

Adam Phillips, Managing Director and BlueBay head of developed markets special situations, delves...

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• 7 meses

Unlocking markets: The emerging market reshuffle

Polina Kurdyavko delves into a number of emerging market current topics discussing why emerging...

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• 9 meses

From East to West: the sustainability journey

It’s clear that Europe and Asia need to work together to reach net zero. In our latest podcast,...

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• 9 meses

Unlocking markets: The role of convertibles in uncertain times - Pierre-Henri de Monts de Savasse

Investors are worried about the uncertainty around recession, monetary policy and inflation. And...

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• 10 meses

A mild recession, surprisingly low volatility and real opportunities in fixed income

Mike Reed, Head of Global Financial Institutions, talks to Mark Dowding, BlueBay CIO, RBC Bluebay...

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• 10 meses

Peaks and troughs - David Riley

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

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• 1 año

Carbon offsetting: a green smokescreen? - Freddie Fuller & Lukas Harrison

How companies approach net-zero is beginning to spark more of a debate in investing circles. In...

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• 1 año

Frontier markets - Polina Kurdyavko

Polina Kurdyavko explains distinctions between different categories of “Emerging Markets” and the...

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• 1 año

The short term, and the long term - David Riley

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

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• 1 año

UK credibility crisis - David Riley

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

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• 1 año

The power of the US dollar - David Riley

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

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• 1 año

It’s tough to make predictions - David Riley

David Riley reflects on the latest meeting of the US Federal Reserve, the end of negative...

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• 1 año

Credit cracks - David Riley

David Riley reflects on the credit cracks in European and global financial markets.

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• 1 año