RBC BlueBay Asset Management

On a 4-year view, we may look at a US economy even stronger and more dominant than is the case on the global stage today. Mark Dowding shares his weekly thoughts: http://spr.ly/6042FJyri #DirectFromDowding

In RBC BlueBay, crediamo che la "scintilla di un'idea" rappresenti la nostra capacità di trasformare in realtà quello che all’inizio è solo un pensiero nella mente dei nostri clienti. Per dare forma alle loro decisioni e idee d'investimento, i nostri clienti possono accedere sia ai nostri team d'investimento sia al nostro capitale intellettuale. Grazie alla nostra struttura agile, siamo in grado di adattarci alle diverse esigenze. Valutiamo ciò che funziona meglio e, di conseguenza, personalizziamo la nostra offerta per ottenere risultati in linea con i loro obiettivi. Scopri di più: http://spr.ly/6042F1DHy

Wir freuen uns sehr, 2025 wieder am Institutional Money Kongress als Sponsoren teilzunehmen. Der Kongress findet vom 1. bis 2. April im Congress Center Messe Frankfurt statt. Mark Dowding, CIO von BlueBay, wird am 1. April einen Workshop veranstalten und erläutern, weshalb unser Credo “It’s All about Politics and Policy” aktueller denn je ist. Am 2. April wird Tom Mowl, Portfoliomanager Securitized Credit & CLO Management, in der Gruppendiskussion “Why securitized loans are coming into focus” darlegen, warum verbriefte Kredite derzeit wieder in den Fokus institutioneller Investoren rücken. Wir freuen uns auf Ihren Besuch an Stand 35. #InstitutionalMoneyKongress #RBCBlueBay

As macroeconomic events continue to make headlines, investors are taking a closer look at their portfolio allocations. What changes are they making to defend against future shocks? Institutional investors are considering alternative fixed income allocations based on various macroeconomic factors. To learn more, read our new report; Shifting Strategies: How institutions are embracing fixed income hedge funds: http://spr.ly/60470fID9 Source: RBC BlueBay Asset Management as at February 2025.

Have we seen the end of US growth exceptionalism and with it the period of US hegemony in global capital markets? Mark Dowding ponders the week’s big questions: http://spr.ly/60400tHx0 #DirectFromDowding

An eventual endgame in which the US legislates a 10% tariff as a pseudo consumption tax may end up being seen as a reasonable landing point. Mark Dowding reflects on the week: http://spr.ly/60450T22l #DirectFromDowding

We recently gathered insights from 450 senior investment decision-makers across the US, Europe, and Asia managing assets ranging from US$5 billion to more than US$100 billion, to create our latest report: ‘Shifting Strategies: How institutions are embracing fixed income hedge funds’. Commenting on the findings, Polina Kurdyavko, Head of BlueBay Emerging Markets, said: “We believe we are in the golden age for fixed income hedge funds. Geopolitical tensions and interest rate policies continue to be top of mind for investors, and the resulting uncertainty is likely to create volatility in the markets. We believe funds that can play the markets from both the long and short side are particularly well placed to capitalise on the mispricings and inefficiencies created by this volatility to deliver positive returns, regardless of the market direction.” Read more here: http://spr.ly/60410Mq85

Sharing his latest insights on global equity markets, Jeremy Richardson, Senior portfolio Manager in our Global Equity team discusses how changes in US government policy are creating new volatilities in global equity markets, and how investors are beginning to reappraise their portfolio positioning both within and outside the US. Watch the full video here: http://spr.ly/60490GFLZ

While Starmer seems to be avoiding the ire of Trump and US trade hawks in relation to tariffs, Canada is experiencing the full force of the President’s personal disdain for Trudeau. Mark Dowding reflects on the week: http://spr.ly/6045L4jbt #DirectFromDowding

“Europe is set on a major fiscal easing cycle, and market implications could be profound. This is given the sheer scale of the numbers proposed, not least on putting upward pressure on European rates.” Neil Mehta, IG Portfolio Manager, reflects on macro and fixed income markets in February: http://spr.ly/6042L0Crk