


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.
China: growth trajectory paused or broken?
Our year kicked off with a trip to Beijing, Shenzhen and Hong Kong, and as always, we were fascinated by China’s evolution. Fifteen years ago, Beijing was under construction and far from being the vibrant capital it is today.
Emerging markets and climate transition: progress, challenges and opportunities
In 2022, we wrote about emerging markets (“EM”) being a key piece in the climate puzzle.
EM Equity Outlook report 2024
We are pleased to share with you our RBC Emerging Markets Equity Outlook for 2024.