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Rate cut hopes get eclipsed by the data
Weekly macro commentary from BlueBay Chief Investment Officer, Mark Dowding.
Stress before distress: opportunities in the European mid-market
What is the outlook for stress and defaults within the European mid-market space?
EM Debt: a bright spot in stormy skies
As we head towards the end of Q1, Polina Kurdyavko discusses the opportunities and risks in EM debt.
Make Japan Great Again (MJGA)
We hope it won’t just be cherry blossoms making us smile this spring…
Focusing on the future
Christoffer Enemaerke, Portfolio Manager for EM Equity, looks at management quality and long-term value creation.
Re-engaging with European investment grade
2022 was a disastrous year for bond markets. Then, 2023 produced a rollercoaster ride before finishing in positive territory. As we enter 2024, Marc Stacey explains why European corporates look attractive to investors.