Search results for 'uncertainty'

Search results 1-10 of 54
What is capturable volatility, and how can it deliver returns in an unstable world?
Process-driven macro strategies should be able to lean into market uncertainty to generate positive performance in any market environment.
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Unlocking markets: The role of convertibles in uncertain times
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Market dislocation opens up opportunities
Maria Satizabal reflects on the why the high level of uncertainty and market dislocation provide opportunities for absolute return strategies.
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Ideas in action – Regional diversification to support convertibles performance
Regional diversification should be a powerful engine of performance for the convertibles in 2024, especially with US equities set to be more volatile.
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Focusing on fundamentals: global equities in 2024
We see positive signs that the spotlight in 2024 will come back onto company fundamentals, the ultimate driver of long-term shareholder returns.
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A large influx of issuance in US corporate bond markets
Andrzej Skiba, Head of US Fixed Income, BlueBay Senior Portfolio Manager, discusses why we have recently experienced a heavy dose of new bond issuance
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Ideas in action – Could the Japanese convertibles market finally wake up?
Japan equities have recently started outperforming, and we expect the positive momentum for Japanese convertible bonds to improve further.
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Ideas in action – Equity style divergence driving US convertible bonds performance
Equity style divergence is driving US convertible bonds performance and we are starting to see value appearing. Our experts explain why.
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The greatest party that never happened?
Policy is in a data-dependent mode, and there remains sufficient uncertainty with respect to the growth as well as the inflation narrative.
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A hurting world
With volatility increasing against a backdrop of elevated macro and geopolitical uncertainty, we think it makes sense to proceed with caution.
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