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RBC BlueBay's securitised credit playbook
RBC BlueBay's securitised credit playbook
Explore a new way to complement traditional fixed income.
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Professional Investors
What do higher rates mean for Japanese equities?
Can Japanese equities withstand higher rates?
In September, the Bank of Japan took a further step in monetary policy normalisation by raising its policy...
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Professional Investors
High dividend investing in an era of persistent inflation
Dividends in an inflationary era
High dividend equities can strengthen portfolio income, but headline yield alone is a poor guide. Global...
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Professional Investors
Global and active
Think globally about government bonds
With government deficits under the spotlight, fixed income investors need to think globally and take...
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Professional Investors
September Tankan: broad recovery intact; shifting allocations in focus
Japan’s strength masks underlying divergence
The September Tankan indicates a need for gradual normalisation and displays resilient activity.
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Professional Investors
The discipline behind RBC BlueBay's securitised credit approach
The discipline behind RBC BlueBay's securitised credit approach
Explore how to find income beyond traditional bonds.
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Professional Investors
Chinese innovation: what we saw on the ground
China’s innovation revolution
Exploring the pace of change across AI, robotics and EVs.
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Professional Investors
The Case for Asian Equities
Are Asian equities underappreciated?
Morgan Stanley Investment Management examines why active investors may find opportunities in Asia that...
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Professional Investors
El Niño and Iran war reshape agricultural commodities
Conflict and climate change reshape agricultural commodities
Two global shocks to converge on the same production frame.
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Professional Investors
Rising yields won't break the economy or stocks
Higher yields, stronger growth
Why higher bond yields aren’t necessarily bad news for investors.
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Professional Investors
The return of the total return kings: There and back again
What has changed for UK equities?
Redwheel revisits its UK value thesis and the valuation gap with US equities.
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Professional Investors
Will securitised credit continue to outperform as issuance and volatility increase?
Will securitised credit continue to outperform as issuance and volatility increase?
Floating-rate exposure, short duration and diversified underlying assets are enhancing the appeal of securitised credit.
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