Unlocking markets: the rich tapestry of EM Debt

RBC BlueBay Insights

RBC BlueBay Insights
Unlocking markets: the rich tapestry of EM Debt
Feb 24, 2025
RBC BlueBay Asset Management

Anthony Kettle, EM Debt Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how a ‘one size fits all’ approach doesn’t work for the emerging markets debt universe. Key talking points include the diverse mix of countries and sectors, why certain headwinds of the last few years could be turning into tailwinds, the more positive aspects of Trump’s agenda, and the need for a well-resourced team in order to deliver alpha when investing in EMD.