Uncertainty around U.S. tariffs remains, but the worst-case scenario has largely been ruled out as progress toward trade deals is being made. In our base case scenario, economic growth should slo...
Chief Economist Eric Lascelles shares his outlook for potential rate cuts in the U.S., his concerns about the latest weakness in labour markets, and much more.
Passionate, insightful, contrarian at times and always a true thought-leader in his field, Mark Dowding, BlueBay CIO at RBC GAM, shares fresh fixed income insights every Friday. His musings on the...
Despite the global economy’s dependence on nature, efforts to quantify related risks and opportunities have been constrained by a lack of consistent and reliable data and methodologies.
Senior Portfolio Manager Anthony Kettle's weekly BlueBay Emerging Market Debt commentary offers readers a concise yet wide-ranging macro overview. Kettle covers markets large and small, providing i...
The Emerging Markets Debt Desk provides a monthly update on key trends they have identified in global markets over the past month, looking at asset class performance, idiosyncratic stories and rece...
BlueBay Head of US Fixed Income Andrzej Skiba discusses why the market may be overreacting to the most recent labor market data, which has triggered a volatile market reaction.
There are few gospels in investing. In part because they are upended far too regularly to be so and, as much the industry has tried, it is not a science and therefore rules rarely apply. There are...
Tim Leary, BlueBay Senior Portfolio Manager, leads a discussion on managing a wide range of outcomes in the U.S. high yield market, including the likelihood of increased defaults and how an in-dept...
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