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Minnesota philanthropy innovates again: why not invest at home and encourage other foundations and investors to do the same? The foundations who joined together to create the Minnesota Impact Investing Initiative are inspiring others to invest in a competitive financial return and positive social impact across 18 counties.

Webinar series with Institutional Investor

Searching for alpha in unconventional places

Under-the-radar opportunities in emerging markets

As lower yields continue to put pressure on target returns, we will discuss how a broader universe inclusive of illiquid securities in emerging markets could enable investors to access a compelling and largely untapped opportunity set that can offer a meaningful boost to returns without extending duration or increasing underlying risk.

 

Mihai Florian
Senior Portfolio Manager
BlueBay Asset Management LLP
View biography

Geraud Charpin 
Partner, Senior Portfolio Manager
BlueBay Asset Management LLP
View biography

Blair Reid 
Partner, Senior Portfolio Manager, Multi-Asset and Income
BlueBay Asset Management LLP
View biography

Andrzej Skiba
Partner, Head of US Credit, Senior Portfolio Manager
BlueBay Asset Management LLP
View biography

In a market starved for yield, RBC Global Asset Management, in collaboration with Institutional Investor, is hosting a series of webinars to explore different parts of the credit markets to identify interesting themes and opportunities in this challenging market environment.

When beta is expensive, focus on alpha

Following the dramatic COVID-induced sell-off in 2020 and subsequent recovery, we now find ourselves in an environment where spreads across most areas of the liquid public markets are at or close to fair value. We will explore how adopting an unconstrained long/short approach has the potential to provide compelling returns at a time when beta returns are expected to be modest.
When uncertainty is elevated, flexibility is
your friend


At a time when macro uncertainty is expected to persist at elevated levels for the foreseeable future, we believe reacting swiftly to evolving conditions can enhance investment returns. We will discuss why we feel a flexible approach coupled with a capital preservation mindset can yield superior returns.
 

Focus on risks that others are ignoring

We disagree with the popular perception that in order to invest sustainably, investors must sacrifice returns. This is particularly true of an asset class such as high yield bonds where we feel looking at risks through an ESG lens can significantly enhance returns. We will discuss how effectively integrating ESG factors can be additive to a client’s portfolio.

Replay coming soon

Related Insights

Using illiquid credit to address long-term investment goals

Mihai Florian, Senior Portfolio Manager of BlueBay Asset Management, makes the case for investing in EM illiquid credit to help boost returns and lower portfolio duration without compromising credit quality.

Why Consider Allocating to EM Illiquid Credit?

Mihai Florian, Senior Portfolio Manager of BlueBay Asset Management, explains how the expectation that core rates will remain low for the foreseeable future will challenge fixed income investors to find appropriate strategies to enhance portfolio yield.

EM Debt: Our 2021 View

The BlueBay EM Debt Investment team provides their insights and outlooks for 2021. Topics covered include investment opportunities, portfolio positioning and potential risks within EMD.

Embracing Long Short Credit in Volatile Markets

Mark Dowding, CIO of BlueBay Asset Management, explains that active long/short credit approaches have the potential to generate alpha both from macro positioning and from harnessing performance dispersion.

Casting a wide net with Multi-Asset Credit (MAC)

Blair Reid, Senior Portfolio Manager of BlueBay Asset Management, discusses how conditions have changed and that casting a wide net with MAC is one way of responding to a possible multi-year stop-start recovery.

5 factors shaping high yield returns

BlueBay Asset Management Senior Portfolio Managers, Justin Jewell and Tim Leary, Head of US Credit, Andrzej Skiba and Portfolio Manager Rajat Mittal, provide insight on what they think could drive (or diverge) market performance as we move toward mid-year.

BlueBay Podcast: Investing responsibly in high yield

Tim Leary, Senior Portfolio Manager of BlueBay Asset Management, discusses how ESG factors do (and don’t) impact high yield investing.

High yield credit to remain in the sweet spot

BlueBay Asset Management Senior Portfolio Managers, Justin Jewell and Tim Leary, Head of US Credit, Andrzej Skiba and Portfolio Manager Rajat Mittal, explore the attractiveness of high yield credit.

Do emerging markets and ESG mix?

Anthony Kettle, Senior Portfolio Manager, BlueBay Asset Management, tackles the common misconception that emerging markets are behind the curve on this industry megatrend.

EM unconstrained through COVID and beyond

Anthony Kettle, Senior Portfolio Manager, BlueBay Asset Management, discusses the fate of the global economy, noting today's economic uncertainty and the potential opportunities available for active investors.