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Fixed Income Market Views 2025
Mark Dowding, BlueBay Chief Investment Officer and six of our leading experts, from across the key sub-asset classes within Fixed Income, look at the economic influences that are shaping markets and discuss the opportunities that we think will deliver alpha in 2025.
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Event session videos
Asian Takeaways: Kobe Beef
We discuss Japan’s embrace of imagineering, heightened investment in information technology and renewed acceptance of nuclear fusion technology.
Pemex: more piecemeal support from the government
Graham Stock discusses how the Mexican government will continue to support Pemex but is not embracing radical solutions.
EM Equity ESG Report 2024
We present the RBC Emerging Markets Equity team’s ninth ESG report.
Global Equity Investor insight | November 2024
Reflecting on the past month, Jeremy Richardson explores shift in the market context, goldilocks conditions and developments in the world of AI.
US elections and the impact on market dynamics
Kaspar Hense takes a deep dive into the US elections and looks at how different scenario outcomes may impact market dynamics.
Monetary policy within the Dollar bloc
Malin Rosengren discusses her views regarding monetary policy within the Dollar bloc, market outlook, and why this should matter to investors.
Opportunities in fixed income…in a lower rate environment
With the Fed’s recent half-point rate cut and more expected in 2025, we look at what this means for investors and how they can maintain their income.
Japan’s awakening from its ‘lost Decade’
Japan’s awakening and what this means for Equities.
Market View videos
In these short videos, our investment experts share their thoughts on 2024 and provide and outlook for the year ahead.
Fixed income
Mark Dowding, BlueBay Chief Investment Officer, shares his thoughts on 2024 and the year ahead.
- Economic, political and geopolitical uncertainty can continue to drive volatility across fixed income markets. Skilled investors should have ample opportunity to generate active performance.
- US interest rates are seen staying higher for longer under a Trump Administration. This may be problematic for assets classes such as Private Debt, where balance sheet leverage is the most elevated.
- IG credit may deliver further outperformance against a backdrop of oversupply of government bonds. This is a factor also causing yield curves to steepen.
- We see opportunities in Euro financials and also in more illiquid credit in special situations in European markets.
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